Tema Space Innovators ETF
Tema ETFs (issuer); actively managed by PM Yuri Khodjamirian, CFA. Listed on NYSE Arca.
Actively-managed pure-play on the commercial space economy — ~20-40 (currently 41) holdings across launch, satellites/comms, and in-space services. Its differentiator is direct pre-IPO SpaceX exposure via a special-purpose vehicle (SPV), making NASA one of the only retail vehicles that sized SpaceX as a top position before (and through) the June 2026 listing. ~66% US, with Canada (~12%) and Japan (~7%) the main ex-US sleeves; sector tilt is industrials (~52%) then IT and communications.
Top holdings
Held through an SPV (~$207M / 1.35M share-equivalents, ~$1.82T implied valuation as of Jun 26 2026) — NASA's signature edge, the rare retail vehicle with SpaceX as a real top holding through the Jun 2026 IPO. SPV mark is volatile (stockanalysis showed ~12% on Jun 25).
Satellite comms + spectrum (Hughes/Boost) — the satellite-connectivity leg of the thesis
Small-launch + space systems (Neutron) — the marquee public launch pure-play
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Our take
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