← All themes Space Economy

Launch Services

Launch providers sell access to orbit, and reusable vehicles have cut the price per kilogram enough to change what is worth launching. Capacity remains tight relative to the backlog of planned constellations.

5 stocks

# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
1
Alphabet Inc
Alphabet Inc
California
$94.2B +$93.6B 1 95.05% New
2
Valor Management
Valor Management
Illinois
$86B +$85.5B 1 99.79% New
3
Fidelity Investments
Fidelity Investments
Massachusetts
$52B +$51.4B 2 2.26% Increased
4
VY Capital Management Company
VY Capital Management Company
United Arab Emirates
$46.4B +$46.2B 1 98.91% New
5
Gigafund Management Company
Gigafund Management Company
Texas
$29.4B +$29.2B 1 99.76% New
6
Public Investment Fund
Public Investment Fund
Saudi Arabia
$26.3B +$26.2B 1 69.48% New
7
BAMCO Inc
BAMCO Inc
New York
$24.9B +$24.8B 1 37.38% New
8
D1 Capital Partners
D1 Capital Partners
New York
$21.5B +$21.4B 1 61.91% New
9
Nvidia Corp
Nvidia Corp
California
$21B +$20.9B 1 33.06% New
10
SC US (TTGP)
SC US (TTGP)
California
$20.9B +$20.8B 1 65.64% New
11
Capricorn Investment Group
Capricorn Investment Group
California
$20.6B +$20.5B 1 91.78% New
12
DCP
Darsana Capital Partners
New York
$17.3B +$17.2B 1 77.85% New
13
BlackRock
BlackRock
New York
$12.8B +$8.93B 2 0.19% Increased
14
AH Capital Management
AH Capital Management
California
$12.8B +$12.7B 1 89.97% New
15
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$9.84B +$7.93B 2 8.92% Increased
16
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.66B +$8.61B 1 54.89% New
17
Vanguard Capital Management
Vanguard Capital Management
Pennsylvania
$7.11B +$4.61B 2 0.15% Increased
18
K5 Global Advisor
K5 Global Advisor
Florida
$6.59B +$6.56B 1 99.99% New
19
Alpha Wave Global
Alpha Wave Global
New York
$5.34B +$5.31B 1 85.53% New
20
Atreides Management
Atreides Management
Massachusetts
$4.67B +$4.64B 1 32.58% New
21
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$4.64B +$4.6B 2 6.86% Increased
22
Vanguard Portfolio Management
Vanguard Portfolio Management
Pennsylvania
$4.5B +$1.87B 2 0.2% Increased
23
JP Morgan Chase
JP Morgan Chase
New York
$3.91B +$2.96B 2 0.22% Increased
24
Founders Fund Growth II Management
Founders Fund Growth II Management
California
$3.9B +$3.88B 1 100% New
25
Geode Capital Management
Geode Capital Management
Massachusetts
$3.38B +$2.29B 2 0.18% Increased
1
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