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2021-01-28

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What Might The New ARK Space Exploration ETF Look Like?<blockquote>新的方舟太空探索ETF会是什么样子？</blockquote>

The ARK Space Exploration ETF (ARKX) is on the way. Here's a guess at which stocks might be included

What Might The New ARK Space Exploration ETF Look Like?<blockquote>新的方舟太空探索ETF会是什么样子？</blockquote>

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":311147007,"tweetId":"311147007","gmtCreate":1611769590909,"gmtModify":1703753677862,"author":{"id":3572591735480641,"idStr":"3572591735480641","authorId":3572591735480641,"authorIdStr":"3572591735480641","name":"Davyc3","avatar":"https://static.tigerbbs.com/779bb0aa62a1dbea3fee3b065ebee93f","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>nice</body></html>","htmlText":"<html><head></head><body>nice</body></html>","text":"nice","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/311147007","repostId":1125767984,"repostType":4,"repost":{"id":"1125767984","kind":"news","pubTimestamp":1611737376,"share":"https://www.laohu8.com/m/news/1125767984?lang=zh_CN&edition=full","pubTime":"2021-01-27 16:49","market":"sg","language":"en","title":"What Might The New ARK Space Exploration ETF Look Like?<blockquote>新的方舟太空探索ETF会是什么样子？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1125767984","media":"The street","summary":"The ARK Space Exploration ETF (ARKX) is on the way. Here's a guess at which stocks might be included","content":"The ARK Space Exploration ETF (ARKX) is on the way. Here's a guess at which stocks might be included.<blockquote>方舟太空探索ETF（ARKX）即将推出。以下是对可能包含哪些股票的猜测。</blockquote>In case you missed it, ARK recently made a hugeannouncementthat it plans on launching theARK Space Exploration ETF (ARKX)at some point in the near future. It will be the 8th fund in the ARK lineup and certainly fits in with the company's overall theme of identifying next-gen disruptive innovation.<blockquote>如果您错过了，ARK最近发布了一项重大公告，计划推出方舟太空探索ETF(ARKX)在不久的将来的某个时候。这将是ARK系列中的第八只基金，当然符合该公司识别下一代颠覆性创新的总体主题。</blockquote>Like most of the largest ARK ETFs, ARKX will be actively-managed. When a new passively-managed ETF launches, we can often look at its underlying index right away to see what the portfolio looks like and how it has performed in the past. With ARKX being actively-managed, however, we're kind of flying blind until the fund actually launches and ARK posts the fund holdings list for the first time.<blockquote>与大多数最大的ARK ETF一样，ARKX将受到主动管理。当新的被动管理ETF推出时，我们通常可以立即查看其基础指数，了解投资组合的外观以及过去的表现。然而，由于ARKX是主动管理的，我们有点盲目飞行，直到该基金真正推出并且ARK首次公布基金持有名单。</blockquote>Still, that doesn't prevent us from trying to forecast what stocks might show up in the fund.<blockquote>尽管如此，这并不妨碍我们尝试预测哪些股票可能出现在基金中。</blockquote>There are already two ETFs in existence that focus on space exploration - theProcure Space ETF (UFO)and the&nbsp;SPDR S&amp;P Kensho Final Frontiers ETF (ROKT). Despite the similarity in their target strategies, the two funds have less than a 20% overlap in assets. That means their management styles and how they go about selecting components for the fund are probably pretty different. But, we can take a look at their portfolio composition to help guide us as well.<blockquote>已经有两只专注于太空探索的ETF——采购太空ETF(UFO)和SPDR S&amp;P Kensho最终前沿ETF(ROKT)尽管两只基金的目标策略相似，但资产重叠度不到20%。这意味着他们的管理风格以及为基金选择成分的方式可能非常不同。但是，我们也可以看看他们的投资组合构成来帮助指导我们。</blockquote>We might get a better idea, though, from looking inward at the composition of existing ARK ETFs. This not gives us insight into some of the company's existing high conviction ideas, but the target strategies are probably similar enough that we'll see some crossover in the portfolios. This could especially be the case with theARK Autonomous Technology &amp; Robotics ETF (ARKQ), which already lists space exploration as one of its target niches.<blockquote>不过，通过向内观察现有ARK ETF的构成，我们可能会得到更好的想法。这并没有让我们深入了解该公司现有的一些高信念想法，但目标策略可能足够相似，我们会在投资组合中看到一些交叉。尤其是在方舟自主技术与机器人ETF(ARKQ)，该公司已经将太空探索列为其目标利基之一。</blockquote>Keep in mind that what I'm doing here is pure speculation. I have no inside information as to what ARKX will look like. I'm simply trying to follow the trail of clues to give us an idea of what the portfolio MIGHT end up looking like.<blockquote>请记住，我在这里所做的纯粹是猜测。我没有关于ARKX会是什么样子的内幕消息。我只是想追踪线索，让我们了解投资组合最终可能会是什么样子。</blockquote>The No Brainers<img src=\"https://static.tigerbbs.com/5cc90d448e786dfa90b4a664ae95690e\" tg-width=\"1200\" tg-height=\"509\" referrerpolicy=\"no-referrer\"><blockquote>不用动脑筋的人</blockquote>Tesla<blockquote>特斯拉</blockquote>This seems like perhaps the most obvious choice of all. ARK CIO Cathie Wood is perhaps the biggestTesla (TSLA)bull out there and three ARK ETFs have 10%+ allocations to Tesla stock already. We know that ARK isn't afraid to take huge positions in this company already.<blockquote>这似乎是最明显的选择。ARK首席信息官Cathie Wood可能是最大的特斯拉(TSLA)bull out there和三只ARK ETF已经对特斯拉股票进行了10%以上的配置。我们知道ARK并不害怕在这家公司占据重要地位。</blockquote>Yes, Tesla is primarily an automaker, but the company's connection to SpaceX makes it a natural fit for ARKX. I think there's a good chance this could ultimately be the fund's top holding.<blockquote>是的，特斯拉主要是一家汽车制造商，但该公司与SpaceX的联系使其自然适合ARKX。我认为这很有可能最终成为该基金的最大持股。</blockquote><img src=\"https://static.tigerbbs.com/bdb1d68d9fe78e392dd18fe7a6553428\" tg-width=\"1200\" tg-height=\"490\" referrerpolicy=\"no-referrer\"><blockquote></blockquote>Virgin Galactic<blockquote>维珍银河</blockquote>Richard Branson's company, which seeks to offer suborbital space flights to consumers, seems like another easy choice for this fund.Virgin Galactic (SPCE)has been around since 2004, but has relatively little to show over the past decade and a half. In late 2018, the company was successful in putting pilots into a suborbital space flight and returning them back to earth, but it's probably safe to say that SpaceX is in the lead having already landed a contract with NASA.<blockquote>理查德·布兰森的公司寻求向消费者提供亚轨道太空飞行，似乎是该基金的另一个简单选择。维珍银河(SPCE)自2004年以来一直存在，但在过去的15年里相对没有什么可展示的。2018年底，该公司成功将飞行员送入亚轨道太空飞行并将他们送回地球，但可以肯定地说，SpaceX已经与NASA签订了合同，处于领先地位。</blockquote>Still, the company's space development and name recognition make it an obvious inclusion. SPCE is already a top 20 holding in ARKQ.<blockquote>尽管如此，该公司的空间开发和知名度使其成为一个明显的包容性。SPCE已经是ARKQ的前20名持股。</blockquote>The Likely Candidates<img src=\"https://static.tigerbbs.com/490c0f7ea94f6691756f236306005ea5\" tg-width=\"1200\" tg-height=\"412\" referrerpolicy=\"no-referrer\"><blockquote>可能的候选人</blockquote>Maxar Technologies<blockquote>Maxar技术公司</blockquote>Maxar Technologies (MAXR)describes itself as \"serving commercial and government missions with trusted Earth intelligence and space infrastructure\". It develops satellite and spacecraft systems, robotics, connectivity solutions, space-based communications and platforms. Basically everything someone might need to get up into space. MAXR also has a contract with NASA to develop propulsion systems for the Lunar Gateway project.<blockquote>Maxar Technologies(MAXR)将自己描述为“用可信的地球情报和空间基础设施为商业和政府任务服务”。它开发卫星和航天器系统、机器人、连接解决方案、天基通信和平台。基本上是一个人进入太空可能需要的一切。MAXR还与NASA签订了为月球门户项目开发推进系统的合同。</blockquote>MAXR also happens to be the #1 holding right now in both UFO and ROKT. ARK doesn't own MAXR in its funds currently, but it would undeniably be a perfect fit for a space exploration ETF.<blockquote>MAXR也恰好是目前UFO和ROKT的头号控股公司。ARK目前的基金中并未持有MAXR，但不可否认的是，它非常适合太空探索ETF。</blockquote><img src=\"https://static.tigerbbs.com/5fb6136b0b6621fe1aad74fbea6d7dba\" tg-width=\"1200\" tg-height=\"400\" referrerpolicy=\"no-referrer\"><blockquote></blockquote>Iridium Communications<blockquote>铱星通信</blockquote>Iridium Communications (IRDM)specializes in satellite communications and worldwide voice &amp; data solutions. Iridium has ties to SpaceX having used the company's Falcon 9 rockets to launch dozens of its satellites into space. In 2019, IRDM won a new contract by the Defense Information Systems Agency (DISA) to continue supporting the U.S. Department of Defense Enhanced Mobile Satellite Service (EMSS) gateway.&nbsp;The contract is valued at $54 million over 4.5 years.<blockquote>铱星通信(IRDM)专注于卫星通信和全球语音和数据解决方案。铱星公司与SpaceX有联系，曾使用该公司的猎鹰9号火箭向太空发射数十颗卫星。2019年，IRDM赢得了国防信息系统局（DISA）的一份新合同，继续支持美国。国防部增强型移动卫星服务（EMSS）网关。该合同价值5400万美元，为期4.5年。</blockquote>IRDM is already a minor holding in the ARK Innovation ETF (ARKK), but accounts for around 3% of ARKQ. It's also the 2nd largest holding in UFO at more than 6% of assets.<blockquote>IRDM已经是ARK Innovation ETF(ARKK)的少量持股，但约占ARKQ的3%。它也是UFO的第二大持股，占资产的6%以上。</blockquote><img src=\"https://static.tigerbbs.com/aa0d2bb9c6874118f82a798f432605be\" tg-width=\"1200\" tg-height=\"416\" referrerpolicy=\"no-referrer\"><blockquote></blockquote>Aerojet Rocketdyne Holdings<blockquote>Aerojet火箭达因控股公司</blockquote>Any company that has been producing rockets and thrusters for space missions over the past several decades is a pretty obvious candidate for a space ETF.Aerojet Rocketdyne Holdings (AJRD)has been doing just that and it was actually the company's rockets that landed the Curiosity spacecraft on the surface of Mars.<blockquote>任何在过去几十年里一直在为太空任务生产火箭和推进器的公司显然都是太空ETF的候选者。Aerojet Rocketdyne控股公司(AJRD)一直在这样做，实际上是该公司的火箭将好奇号宇宙飞船降落在火星表面。</blockquote>AJRD appears in both UFO and ROKT, but in very different quantities. It accounts for just 0.2% of UFO, but 5.5% of ROKT.<blockquote>AJRD出现在UFO和ROKT中，但数量非常不同。它只占UFO的0.2%，但占ROKT的5.5%。</blockquote>The Possibilities<blockquote>可能性</blockquote>A lot of companies in the aerospace &amp; defense sector could show up in ARKX.Teledyne Technologies (TDY)could very well be included as couldHEICO Corporation (HEI).<blockquote>航空航天和国防领域的许多公司可能会出现在ARKX上。Teledyne Technologies(TDY)很可能被包括在内HEICO公司(HEI).</blockquote>Other names that come to mind that could make the cut are communications specialists&nbsp;Gilat Satellite Networks (GILT)andLoral Space &amp; Communications (LORL).<blockquote>我想到的其他可能入选的名字是通信专家吉拉特卫星网络(GILT)和劳拉空间与通信(LORL).</blockquote>Best of the Rest<blockquote>其余的最好的</blockquote>It's hard to get a sense of what ARK will consider exposure to the space exploration industry. Certain ETFs want a company whose sole focus in on a particular theme, while others will include any company that has even ancillary exposure (think Scotts Miracle-Gro being included in the Marijuana ETF (MJ)).<blockquote>很难知道方舟会考虑如何涉足太空探索行业。某些ETF想要一家只专注于特定主题的公司，而其他ETF则会包括任何甚至有辅助敞口的公司（想想Scotts Miracle-Gro被纳入大麻ETF(MJ)）。</blockquote>I'm guessing Cathie Wood will take the former approach. That means big industrial names, such asLockheed Martin (LMT),Northrop Grunman (NOC),Boeing (BA)andRaytheon (RTX)may not show up or be included only in limited quantities.<blockquote>我猜凯西·伍德会采取前一种方法。这意味着大型工业企业，例如洛克希德·马丁公司,诺斯罗普·格鲁曼公司,波音(BA)和雷神公司(RTX)可能不会出现或仅包含有限数量。</blockquote>I would expect ARKX would ultimately be heavy in tech and communication services names with a possible overweight to industrials depending on how ARK wants to approach portfolio construction.<blockquote>我预计ARKX最终将专注于科技和通信服务公司，并可能对工业公司产生跑赢大盘，具体取决于ARK希望如何构建投资组合。</blockquote>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Might The New ARK Space Exploration ETF Look Like?<blockquote>新的方舟太空探索ETF会是什么样子？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Might The New ARK Space Exploration ETF Look Like?<blockquote>新的方舟太空探索ETF会是什么样子？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nThe street2021-01-27 16:49\n\n</h4>\n</header>\n<article>\nThe ARK Space Exploration ETF (ARKX) is on the way. Here's a guess at which stocks might be included.<blockquote>方舟太空探索ETF（ARKX）即将推出。以下是对可能包含哪些股票的猜测。</blockquote>In case you missed it, ARK recently made a hugeannouncementthat it plans on launching theARK Space Exploration ETF (ARKX)at some point in the near future. It will be the 8th fund in the ARK lineup and certainly fits in with the company's overall theme of identifying next-gen disruptive innovation.<blockquote>如果您错过了，ARK最近发布了一项重大公告，计划推出方舟太空探索ETF(ARKX)在不久的将来的某个时候。这将是ARK系列中的第八只基金，当然符合该公司识别下一代颠覆性创新的总体主题。</blockquote>Like most of the largest ARK ETFs, ARKX will be actively-managed. When a new passively-managed ETF launches, we can often look at its underlying index right away to see what the portfolio looks like and how it has performed in the past. With ARKX being actively-managed, however, we're kind of flying blind until the fund actually launches and ARK posts the fund holdings list for the first time.<blockquote>与大多数最大的ARK ETF一样，ARKX将受到主动管理。当新的被动管理ETF推出时，我们通常可以立即查看其基础指数，了解投资组合的外观以及过去的表现。然而，由于ARKX是主动管理的，我们有点盲目飞行，直到该基金真正推出并且ARK首次公布基金持有名单。</blockquote>Still, that doesn't prevent us from trying to forecast what stocks might show up in the fund.<blockquote>尽管如此，这并不妨碍我们尝试预测哪些股票可能出现在基金中。</blockquote>There are already two ETFs in existence that focus on space exploration - theProcure Space ETF (UFO)and the&nbsp;SPDR S&amp;P Kensho Final Frontiers ETF (ROKT). Despite the similarity in their target strategies, the two funds have less than a 20% overlap in assets. That means their management styles and how they go about selecting components for the fund are probably pretty different. But, we can take a look at their portfolio composition to help guide us as well.<blockquote>已经有两只专注于太空探索的ETF——采购太空ETF(UFO)和SPDR S&amp;P Kensho最终前沿ETF(ROKT)尽管两只基金的目标策略相似，但资产重叠度不到20%。这意味着他们的管理风格以及为基金选择成分的方式可能非常不同。但是，我们也可以看看他们的投资组合构成来帮助指导我们。</blockquote>We might get a better idea, though, from looking inward at the composition of existing ARK ETFs. This not gives us insight into some of the company's existing high conviction ideas, but the target strategies are probably similar enough that we'll see some crossover in the portfolios. This could especially be the case with theARK Autonomous Technology &amp; Robotics ETF (ARKQ), which already lists space exploration as one of its target niches.<blockquote>不过，通过向内观察现有ARK ETF的构成，我们可能会得到更好的想法。这并没有让我们深入了解该公司现有的一些高信念想法，但目标策略可能足够相似，我们会在投资组合中看到一些交叉。尤其是在方舟自主技术与机器人ETF(ARKQ)，该公司已经将太空探索列为其目标利基之一。</blockquote>Keep in mind that what I'm doing here is pure speculation. I have no inside information as to what ARKX will look like. I'm simply trying to follow the trail of clues to give us an idea of what the portfolio MIGHT end up looking like.<blockquote>请记住，我在这里所做的纯粹是猜测。我没有关于ARKX会是什么样子的内幕消息。我只是想追踪线索，让我们了解投资组合最终可能会是什么样子。</blockquote>The No Brainers<img src=\"https://static.tigerbbs.com/5cc90d448e786dfa90b4a664ae95690e\" tg-width=\"1200\" tg-height=\"509\" referrerpolicy=\"no-referrer\"><blockquote>不用动脑筋的人</blockquote>Tesla<blockquote>特斯拉</blockquote>This seems like perhaps the most obvious choice of all. ARK CIO Cathie Wood is perhaps the biggestTesla (TSLA)bull out there and three ARK ETFs have 10%+ allocations to Tesla stock already. We know that ARK isn't afraid to take huge positions in this company already.<blockquote>这似乎是最明显的选择。ARK首席信息官Cathie Wood可能是最大的特斯拉(TSLA)bull out there和三只ARK ETF已经对特斯拉股票进行了10%以上的配置。我们知道ARK并不害怕在这家公司占据重要地位。</blockquote>Yes, Tesla is primarily an automaker, but the company's connection to SpaceX makes it a natural fit for ARKX. I think there's a good chance this could ultimately be the fund's top holding.<blockquote>是的，特斯拉主要是一家汽车制造商，但该公司与SpaceX的联系使其自然适合ARKX。我认为这很有可能最终成为该基金的最大持股。</blockquote><img src=\"https://static.tigerbbs.com/bdb1d68d9fe78e392dd18fe7a6553428\" tg-width=\"1200\" tg-height=\"490\" referrerpolicy=\"no-referrer\"><blockquote></blockquote>Virgin Galactic<blockquote>维珍银河</blockquote>Richard Branson's company, which seeks to offer suborbital space flights to consumers, seems like another easy choice for this fund.Virgin Galactic (SPCE)has been around since 2004, but has relatively little to show over the past decade and a half. In late 2018, the company was successful in putting pilots into a suborbital space flight and returning them back to earth, but it's probably safe to say that SpaceX is in the lead having already landed a contract with NASA.<blockquote>理查德·布兰森的公司寻求向消费者提供亚轨道太空飞行，似乎是该基金的另一个简单选择。维珍银河(SPCE)自2004年以来一直存在，但在过去的15年里相对没有什么可展示的。2018年底，该公司成功将飞行员送入亚轨道太空飞行并将他们送回地球，但可以肯定地说，SpaceX已经与NASA签订了合同，处于领先地位。</blockquote>Still, the company's space development and name recognition make it an obvious inclusion. SPCE is already a top 20 holding in ARKQ.<blockquote>尽管如此，该公司的空间开发和知名度使其成为一个明显的包容性。SPCE已经是ARKQ的前20名持股。</blockquote>The Likely Candidates<img src=\"https://static.tigerbbs.com/490c0f7ea94f6691756f236306005ea5\" tg-width=\"1200\" tg-height=\"412\" referrerpolicy=\"no-referrer\"><blockquote>可能的候选人</blockquote>Maxar Technologies<blockquote>Maxar技术公司</blockquote>Maxar Technologies (MAXR)describes itself as \"serving commercial and government missions with trusted Earth intelligence and space infrastructure\". It develops satellite and spacecraft systems, robotics, connectivity solutions, space-based communications and platforms. Basically everything someone might need to get up into space. MAXR also has a contract with NASA to develop propulsion systems for the Lunar Gateway project.<blockquote>Maxar Technologies(MAXR)将自己描述为“用可信的地球情报和空间基础设施为商业和政府任务服务”。它开发卫星和航天器系统、机器人、连接解决方案、天基通信和平台。基本上是一个人进入太空可能需要的一切。MAXR还与NASA签订了为月球门户项目开发推进系统的合同。</blockquote>MAXR also happens to be the #1 holding right now in both UFO and ROKT. ARK doesn't own MAXR in its funds currently, but it would undeniably be a perfect fit for a space exploration ETF.<blockquote>MAXR也恰好是目前UFO和ROKT的头号控股公司。ARK目前的基金中并未持有MAXR，但不可否认的是，它非常适合太空探索ETF。</blockquote><img src=\"https://static.tigerbbs.com/5fb6136b0b6621fe1aad74fbea6d7dba\" tg-width=\"1200\" tg-height=\"400\" referrerpolicy=\"no-referrer\"><blockquote></blockquote>Iridium Communications<blockquote>铱星通信</blockquote>Iridium Communications (IRDM)specializes in satellite communications and worldwide voice &amp; data solutions. Iridium has ties to SpaceX having used the company's Falcon 9 rockets to launch dozens of its satellites into space. In 2019, IRDM won a new contract by the Defense Information Systems Agency (DISA) to continue supporting the U.S. Department of Defense Enhanced Mobile Satellite Service (EMSS) gateway.&nbsp;The contract is valued at $54 million over 4.5 years.<blockquote>铱星通信(IRDM)专注于卫星通信和全球语音和数据解决方案。铱星公司与SpaceX有联系，曾使用该公司的猎鹰9号火箭向太空发射数十颗卫星。2019年，IRDM赢得了国防信息系统局（DISA）的一份新合同，继续支持美国。国防部增强型移动卫星服务（EMSS）网关。该合同价值5400万美元，为期4.5年。</blockquote>IRDM is already a minor holding in the ARK Innovation ETF (ARKK), but accounts for around 3% of ARKQ. It's also the 2nd largest holding in UFO at more than 6% of assets.<blockquote>IRDM已经是ARK Innovation ETF(ARKK)的少量持股，但约占ARKQ的3%。它也是UFO的第二大持股，占资产的6%以上。</blockquote><img src=\"https://static.tigerbbs.com/aa0d2bb9c6874118f82a798f432605be\" tg-width=\"1200\" tg-height=\"416\" referrerpolicy=\"no-referrer\"><blockquote></blockquote>Aerojet Rocketdyne Holdings<blockquote>Aerojet火箭达因控股公司</blockquote>Any company that has been producing rockets and thrusters for space missions over the past several decades is a pretty obvious candidate for a space ETF.Aerojet Rocketdyne Holdings (AJRD)has been doing just that and it was actually the company's rockets that landed the Curiosity spacecraft on the surface of Mars.<blockquote>任何在过去几十年里一直在为太空任务生产火箭和推进器的公司显然都是太空ETF的候选者。Aerojet Rocketdyne控股公司(AJRD)一直在这样做，实际上是该公司的火箭将好奇号宇宙飞船降落在火星表面。</blockquote>AJRD appears in both UFO and ROKT, but in very different quantities. It accounts for just 0.2% of UFO, but 5.5% of ROKT.<blockquote>AJRD出现在UFO和ROKT中，但数量非常不同。它只占UFO的0.2%，但占ROKT的5.5%。</blockquote>The Possibilities<blockquote>可能性</blockquote>A lot of companies in the aerospace &amp; defense sector could show up in ARKX.Teledyne Technologies (TDY)could very well be included as couldHEICO Corporation (HEI).<blockquote>航空航天和国防领域的许多公司可能会出现在ARKX上。Teledyne Technologies(TDY)很可能被包括在内HEICO公司(HEI).</blockquote>Other names that come to mind that could make the cut are communications specialists&nbsp;Gilat Satellite Networks (GILT)andLoral Space &amp; Communications (LORL).<blockquote>我想到的其他可能入选的名字是通信专家吉拉特卫星网络(GILT)和劳拉空间与通信(LORL).</blockquote>Best of the Rest<blockquote>其余的最好的</blockquote>It's hard to get a sense of what ARK will consider exposure to the space exploration industry. Certain ETFs want a company whose sole focus in on a particular theme, while others will include any company that has even ancillary exposure (think Scotts Miracle-Gro being included in the Marijuana ETF (MJ)).<blockquote>很难知道方舟会考虑如何涉足太空探索行业。某些ETF想要一家只专注于特定主题的公司，而其他ETF则会包括任何甚至有辅助敞口的公司（想想Scotts Miracle-Gro被纳入大麻ETF(MJ)）。</blockquote>I'm guessing Cathie Wood will take the former approach. That means big industrial names, such asLockheed Martin (LMT),Northrop Grunman (NOC),Boeing (BA)andRaytheon (RTX)may not show up or be included only in limited quantities.<blockquote>我猜凯西·伍德会采取前一种方法。这意味着大型工业企业，例如洛克希德·马丁公司,诺斯罗普·格鲁曼公司,波音(BA)和雷神公司(RTX)可能不会出现或仅包含有限数量。</blockquote>I would expect ARKX would ultimately be heavy in tech and communication services names with a possible overweight to industrials depending on how ARK wants to approach portfolio construction.<blockquote>我预计ARKX最终将专注于科技和通信服务公司，并可能对工业公司产生跑赢大盘，具体取决于ARK希望如何构建投资组合。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/etffocus/market-intelligence/ark-space-exploration-etf-look-like\">The street</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.thestreet.com/etffocus/market-intelligence/ark-space-exploration-etf-look-like","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125767984","content_text":"The ARK Space Exploration ETF (ARKX) is on the way. Here's a guess at which stocks might be included.In case you missed it, ARK recently made a hugeannouncementthat it plans on launching theARK Space Exploration ETF (ARKX)at some point in the near future. It will be the 8th fund in the ARK lineup and certainly fits in with the company's overall theme of identifying next-gen disruptive innovation.Like most of the largest ARK ETFs, ARKX will be actively-managed. When a new passively-managed ETF launches, we can often look at its underlying index right away to see what the portfolio looks like and how it has performed in the past. With ARKX being actively-managed, however, we're kind of flying blind until the fund actually launches and ARK posts the fund holdings list for the first time.Still, that doesn't prevent us from trying to forecast what stocks might show up in the fund.There are already two ETFs in existence that focus on space exploration - theProcure Space ETF (UFO)and the SPDR S&P Kensho Final Frontiers ETF (ROKT). Despite the similarity in their target strategies, the two funds have less than a 20% overlap in assets. That means their management styles and how they go about selecting components for the fund are probably pretty different. But, we can take a look at their portfolio composition to help guide us as well.We might get a better idea, though, from looking inward at the composition of existing ARK ETFs. This not gives us insight into some of the company's existing high conviction ideas, but the target strategies are probably similar enough that we'll see some crossover in the portfolios. This could especially be the case with theARK Autonomous Technology & Robotics ETF (ARKQ), which already lists space exploration as one of its target niches.Keep in mind that what I'm doing here is pure speculation. I have no inside information as to what ARKX will look like. I'm simply trying to follow the trail of clues to give us an idea of what the portfolio MIGHT end up looking like.The No BrainersTeslaThis seems like perhaps the most obvious choice of all. ARK CIO Cathie Wood is perhaps the biggestTesla (TSLA)bull out there and three ARK ETFs have 10%+ allocations to Tesla stock already. We know that ARK isn't afraid to take huge positions in this company already.Yes, Tesla is primarily an automaker, but the company's connection to SpaceX makes it a natural fit for ARKX. I think there's a good chance this could ultimately be the fund's top holding.Virgin GalacticRichard Branson's company, which seeks to offer suborbital space flights to consumers, seems like another easy choice for this fund.Virgin Galactic (SPCE)has been around since 2004, but has relatively little to show over the past decade and a half. In late 2018, the company was successful in putting pilots into a suborbital space flight and returning them back to earth, but it's probably safe to say that SpaceX is in the lead having already landed a contract with NASA.Still, the company's space development and name recognition make it an obvious inclusion. SPCE is already a top 20 holding in ARKQ.The Likely CandidatesMaxar TechnologiesMaxar Technologies (MAXR)describes itself as \"serving commercial and government missions with trusted Earth intelligence and space infrastructure\". It develops satellite and spacecraft systems, robotics, connectivity solutions, space-based communications and platforms. Basically everything someone might need to get up into space. MAXR also has a contract with NASA to develop propulsion systems for the Lunar Gateway project.MAXR also happens to be the #1 holding right now in both UFO and ROKT. ARK doesn't own MAXR in its funds currently, but it would undeniably be a perfect fit for a space exploration ETF.Iridium CommunicationsIridium Communications (IRDM)specializes in satellite communications and worldwide voice & data solutions. Iridium has ties to SpaceX having used the company's Falcon 9 rockets to launch dozens of its satellites into space. In 2019, IRDM won a new contract by the Defense Information Systems Agency (DISA) to continue supporting the U.S. Department of Defense Enhanced Mobile Satellite Service (EMSS) gateway. The contract is valued at $54 million over 4.5 years.IRDM is already a minor holding in the ARK Innovation ETF (ARKK), but accounts for around 3% of ARKQ. It's also the 2nd largest holding in UFO at more than 6% of assets.Aerojet Rocketdyne HoldingsAny company that has been producing rockets and thrusters for space missions over the past several decades is a pretty obvious candidate for a space ETF.Aerojet Rocketdyne Holdings (AJRD)has been doing just that and it was actually the company's rockets that landed the Curiosity spacecraft on the surface of Mars.AJRD appears in both UFO and ROKT, but in very different quantities. It accounts for just 0.2% of UFO, but 5.5% of ROKT.The PossibilitiesA lot of companies in the aerospace & defense sector could show up in ARKX.Teledyne Technologies (TDY)could very well be included as couldHEICO Corporation (HEI).Other names that come to mind that could make the cut are communications specialists Gilat Satellite Networks (GILT)andLoral Space & Communications (LORL).Best of the RestIt's hard to get a sense of what ARK will consider exposure to the space exploration industry. Certain ETFs want a company whose sole focus in on a particular theme, while others will include any company that has even ancillary exposure (think Scotts Miracle-Gro being included in the Marijuana ETF (MJ)).I'm guessing Cathie Wood will take the former approach. That means big industrial names, such asLockheed Martin (LMT),Northrop Grunman (NOC),Boeing (BA)andRaytheon (RTX)may not show up or be included only in limited quantities.I would expect ARKX would ultimately be heavy in tech and communication services names with a possible overweight to industrials depending on how ARK wants to approach portfolio construction.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2617,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}