← 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
26
NI
Nuance Investments
Missouri
$48.3M +$21M 1 0.88% Increased
27
Goldman Sachs
Goldman Sachs
New York
$46.8M +$4.65M 3 0.01% Increased
28
WIC
Water Island Capital
New York
$45.6M +$16.4M 1 2.62% Increased
29
VI
Versor Investments
New York
$44.2M -$1.35M 1 1.36% Reduced
30
Morgan Stanley
Morgan Stanley
New York
$40.3M -$480K 3 0.01% Reduced
31
Northern Trust
Northern Trust
Illinois
$38.6M +$1.25M 2 0.01% Increased
32
Charles Schwab
Charles Schwab
California
$32.5M +$7.26M 2 0.01% Increased
33
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$32.3M +$24.1M 1 0.25% New
34
PRA
Pine Ridge Advisers
New York
$31.8M +$37.3M 1 8.96% New
35
Citadel Advisors
Citadel Advisors
Florida
$31.8M +$13.7M 3 0.01% Increased
36
AQR Arbitrage
AQR Arbitrage
Connecticut
$28.8M $0 1 0.82% Maintained
37
WHP
Washington Harbour Partners
Virginia
$28.2M +$15.7M 1 3.34% Increased
38
Soroban Capital Partners
Soroban Capital Partners
New York
$26.9M +$21M 1 0.25% New
39
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$26.6M +$2.05M 1 0.03% Increased
40
AllianceBernstein
AllianceBernstein
Tennessee
$25.9M +$2.93M 1 0.01% Increased
41
PTC
Petrus Trust Company
Texas
$25.8M +$19.2M 1 2.86% New
42
TA
Teton Advisors
New York
$25.3M -$1.52M 1 3.66% Reduced
43
Third Point
Third Point
New York
$24.2M +$18M 1 0.13% New
44
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24.1M +$3.95M 2 0.06% Increased
45
Capstone Investment Advisors
Capstone Investment Advisors
New York
$24.1M +$11.9M 2 0.05% Increased
46
SCC
Spring Creek Capital
Kansas
$22.9M -$16.5M 2 1.11% Reduced
47
Principal Financial Group
Principal Financial Group
Iowa
$22.7M -$222K 1 0.01% Reduced
48
TI
Think Investments
California
$21.9M -$3.35M 1 2.51% Reduced
49
Deutsche Bank
Deutsche Bank
Germany
$21.5M -$996K 2 0.01% Reduced
50
VOYA Investment Management
VOYA Investment Management
Georgia
$20.6M +$19.8M 1 0.04% Increased