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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	Charles Schwab San Francisco, California	$36.8M	-$1.01M	3	0.01%	Reduced
27	ArrowMark Colorado Holdings Denver, Colorado	$32.9M	+$6.82M	1	0.4%	Increased
28	ClearBridge Investments New York	$30M	+$9.8M	1	0.03%	Increased
29	Morgan Stanley New York	$29.3M	-$349K	4	0%	Reduced
30	DOFI DCVC Opportunity Fund II Palo Alto, California	$29.3M	$0	1	37.91%	Maintained
31	Point72 Asset Management Stamford, Connecticut	$28.1M	+$24.3M	1	0.11%	Increased
32	SFG Sather Financial Group Victoria, Texas	$27.3M	-$3.48M	1	3.01%	Reduced
33	WIC Water Island Capital New York	$25.9M	-$949K	1	1.47%	Reduced
34	Verition Fund Management Greenwich, Connecticut	$25.2M	+$6.54M	3	0.28%	Increased
35	Two Sigma Advisers New York	$24.1M	-$10.4M	2	0.07%	Reduced
36	American Century Companies Kansas City, Missouri	$23.7M	+$7.49M	2	0.02%	Increased
37	Invesco Atlanta, Georgia	$23.2M	-$225K	3	0.01%	Reduced
38	TA Teton Advisors Rye, New York	$20.3M	-$402K	1	4.91%	Reduced
39	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$19.4M	+$25.2K	1	1.68%	Increased
40	Principal Financial Group Des Moines, Iowa	$18.9M	+$51.7K	3	0.02%	Increased
41	AL ACME LLC San Francisco, California	$18M	$0	1	16.13%	Maintained
42	Nuveen Charlotte, North Carolina	$16M	+$2.48M	3	0.01%	Increased
43	California Public Employees Retirement System Sacramento, California	$15.8M	+$6.06M	1	0.01%	Increased
44	LM Lockheed Martin Bethesda, Maryland	$14.8M	-$10.6M	1	25.4%	Reduced
45	GCIA Gabelli & Co Investment Advisers Rye, New York	$13M	-$666K	1	1.69%	Reduced
46	Bank of America Charlotte, North Carolina	$12.7M	-$266K	3	0%	Reduced
47	D.E. Shaw & Co New York	$12.7M	-$1.64M	2	0.02%	Reduced
48	DCI Data Collective IV Palo Alto, California	$11.9M	$0	1	9.42%	Maintained
49	FTCM Fir Tree Capital Management New York	$11.4M	+$12M	1	0.38%	New
50	Wells Fargo San Francisco, California	$11.2M	+$666K	4	0%	Increased