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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	Goldman Sachs New York	$31.5M	+$18.4M	4	0.01%	Increased
27	SFG Sather Financial Group Victoria, Texas	$31.1M	-$4.94M	1	3.23%	Reduced
28	Morgan Stanley New York	$30.8M	-$48.9M	4	0%	Reduced
29	OCAM Owl Creek Asset Management New York	$30.7M	+$2.47M	1	1.07%	Increased
30	DOFI DCVC Opportunity Fund II Palo Alto, California	$27.3M	$0	1	40.16%	Maintained
31	WIC Water Island Capital New York	$27.3M	-$2.25M	1	1.7%	Reduced
32	ArrowMark Colorado Holdings Denver, Colorado	$25.4M	+$28.2M	1	0.29%	Increased
33	MAM Melqart Asset Management London, United Kingdom	$24.3M	-$3.18M	1	1.88%	Reduced
34	Invesco Atlanta, Georgia	$23.8M	+$1.66M	3	0.01%	Increased
35	Armistice Capital New York	$22.7M	+$22.6M	1	0.4%	New
36	LM Lockheed Martin Bethesda, Maryland	$21.9M	$0	1	22.28%	Maintained
37	ClearBridge Investments New York	$21M	+$7.79M	1	0.02%	Increased
38	TA Teton Advisors Rye, New York	$21M	$0	1	4.44%	Maintained
39	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$19.7M	+$5.97M	1	1.63%	Increased
40	Verition Fund Management Greenwich, Connecticut	$19.3M	+$13.4M	3	0.38%	Increased
41	Principal Financial Group Des Moines, Iowa	$19.1M	-$1.34M	2	0.01%	Reduced
42	Arrowstreet Capital Boston, Massachusetts	$17.8M	-$1.09M	1	0.03%	Reduced
43	American Century Companies Kansas City, Missouri	$17.3M	-$14.3M	2	0.01%	Reduced
44	Two Sigma Investments New York	$16.7M	-$1.43M	3	0.06%	Reduced
45	Nuveen Charlotte, North Carolina	$14.1M	+$5.97M	3	0.01%	Increased
46	GCIA Gabelli & Co Investment Advisers Rye, New York	$13.8M	-$726K	1	1.79%	Reduced
47	D.E. Shaw & Co New York	$13.7M	-$7.26M	3	0.02%	Reduced
48	CM Crestline Management Fort Worth, Texas	$13.7M	-$829K	1	1.79%	Reduced
49	Bank of America Charlotte, North Carolina	$13.6M	-$7.98M	4	0%	Reduced
50	Citadel Advisors Miami, Florida	$13.4M	+$14.4M	3	0%	Increased