← 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
WIC
Water Island Capital
New York
$56.9M +$7.5M 1 3.14% Increased
27
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$53.8M -$15.8M 1 0.26% Reduced
28
NI
Nuance Investments
Missouri
$50.1M -$1.6M 1 0.88% Reduced
29
Goldman Sachs
Goldman Sachs
New York
$49.3M +$608K 3 0.01% Increased
30
Charles Schwab
Charles Schwab
California
$47.6M +$15.6M 3 0.01% Increased
31
Morgan Stanley
Morgan Stanley
New York
$46.4M +$4.02M 4 0.01% Increased
32
Bank of America
Bank of America
North Carolina
$45.4M -$12.6M 3 0% Reduced
33
Northern Trust
Northern Trust
Illinois
$44M +$3.73M 3 0.01% Increased
34
SCM
Segantii Capital Management
Hong Kong
$43.6M +$36.5M 1 1.34% Increased
35
Millennium Management
Millennium Management
New York
$41.7M -$11.7M 3 0.02% Reduced
36
DCI
Data Collective IV
California
$36M +$40.2M 1 4.86% New
37
AQR Arbitrage
AQR Arbitrage
Connecticut
$30.9M $0 1 0.79% Maintained
38
AllianceBernstein
AllianceBernstein
Tennessee
$29.6M +$1.61M 1 0.01% Increased
39
Deutsche Bank
Deutsche Bank
Germany
$26.3M +$3.09M 2 0.01% Increased
40
SFG
Sather Financial Group
Texas
$26M +$9.75M 1 2.26% Increased
41
American Century Companies
American Century Companies
Missouri
$25.9M +$18.3M 2 0.02% Increased
42
SGCM
Sand Grove Capital Management
United Kingdom
$25.7M +$19.6M 1 3.26% Increased
43
TA
Teton Advisors
New York
$24.6M -$2.33M 1 3.53% Reduced
44
VOYA Investment Management
VOYA Investment Management
Georgia
$24.1M +$1.77M 1 0.05% Increased
45
Principal Financial Group
Principal Financial Group
Iowa
$23.9M -$511K 1 0.01% Reduced
46
Farallon Capital Management
Farallon Capital Management
California
$23M +$8.73M 1 0.11% Increased
47
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$22.6M -$2.14M 1 0.18% Reduced
48
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$21.4M -$6.77M 1 0.02% Reduced
49
SAM
Stansberry Asset Management
Texas
$20.9M -$48.7K 1 3.35% Reduced
50
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$20.4M +$18.2M 3 0.16% Increased
1
2
3 4 5