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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
26	State Street Boston, Massachusetts	$3.33B	+$1.9B	2	0.1%	Increased
27	Brookfield Corp Toronto, Ontario, Canada	$3.27B	+$3.26B	1	4.25%	New
28	Thrive Capital Management (New York) New York	$3.23B	+$3.21B	1	84.82%	New
29	Coatue Management New York	$3.17B	+$3.15B	1	6.52%	New
30	Morgan Stanley New York	$3.01B	+$2.45B	2	0.16%	Increased
31	Millennium Management New York	$2.98B	+$2.98B	1	1.08%	Increased
32	SCGE Management Menlo Park, California	$2.9B	+$2.88B	1	49.2%	New
33	GBCP Glade Brook Capital Partners Greenwich, Connecticut	$2.7B	+$2.69B	1	99.43%	New
34	Blackstone Inc New York	$2.65B	+$2.64B	2	6.82%	New
35	Teacher Retirement System of Texas Austin, Texas	$2.56B	+$2.54B	2	6.86%	Increased
36	Invesco Atlanta, Georgia	$2.52B	+$2.12B	2	0.2%	Increased
37	Harvard Management Company Boston, Massachusetts	$2.21B	+$2.2B	1	51.84%	New
38	T. Rowe Price Associates Baltimore, Maryland	$2.07B	+$1.89B	2	0.21%	Increased
39	Jupiter Topco New York	$2B	+$1.99B	2	0.81%	New
40	SG StepStone Group La Jolla, California	$1.87B	+$1.86B	1	86.62%	New
41	TCM Tao Capital Management San Francisco, California	$1.82B	+$1.81B	1	93.75%	New
42	Norges Bank Oslo, Norway	$1.8B	+$1.78B	2	0.18%	New
43	Capital Research Global Investors Los Angeles, California	$1.78B	+$1.77B	1	0.25%	New
44	Temasek Holdings Singapore	$1.68B	+$1.67B	1	4.51%	New
45	GGH GCM Grosvenor Holdings Chicago, Illinois	$1.47B	+$1.46B	1	63.58%	New
46	Capital World Investors Los Angeles, California	$1.38B	+$640M	2	0.16%	Increased
47	Dragoneer Investment Group San Francisco, California	$1.37B	+$1.36B	1	48.22%	New
48	Hancock Prospecting West Perth, Australia	$1.37B	+$1.36B	1	23.92%	New
49	Jennison Associates New York	$1.31B	+$1.3B	2	0.78%	New
50	LMC Lightspeed Management Company Menlo Park, California	$1.25B	+$1.24B	1	51.86%	New