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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	$40.1M	-$15.7M	3	0.01%	Reduced
27	T. Rowe Price Associates Baltimore, Maryland	$39.6M	+$30.2M	3	0.01%	Increased
28	Fidelity International Hamilton, Bermuda	$39.6M	+$28.8M	1	0.05%	Increased
29	Morgan Stanley New York	$38.5M	-$128K	4	0%	Reduced
30	VCM Vector Capital Management San Francisco, California	$36.3M	$0	1	9.1%	Maintained
31	ArrowMark Colorado Holdings Denver, Colorado	$34.6M	+$4.78M	1	0.41%	Increased
32	Invesco Atlanta, Georgia	$34.3M	+$1.83M	3	0.01%	Increased
33	Pentwater Capital Management Naples, Florida	$33.6M	+$29.7M	1	0.59%	New
34	Two Sigma Advisers New York	$30.5M	-$2.73M	2	0.09%	Reduced
35	American Century Companies Kansas City, Missouri	$28.9M	+$717K	2	0.02%	Increased
36	Bank of America Charlotte, North Carolina	$28.7M	+$10.7M	4	0%	Increased
37	SFG Sather Financial Group Victoria, Texas	$28.6M	-$8.49M	1	2.36%	Reduced
38	CC Carlson Capital Dallas, Texas	$27.4M	+$24.3M	1	2.09%	New
39	Phoenix Financial Givatayim, Israel	$26.5M	-$56.2M	1	0.51%	Reduced
40	Principal Financial Group Des Moines, Iowa	$26.2M	-$175K	3	0.02%	Reduced
41	GL Governors Lane New York	$24.9M	+$22.1M	1	2.57%	New
42	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$24.1M	-$2.69M	1	1.85%	Reduced
43	Woodline Partners San Francisco, California	$23.9M	+$21.1M	1	0.32%	New
44	Citadel Advisors Miami, Florida	$23.8M	+$16.5M	3	0.01%	Increased
45	Ameriprise Minneapolis, Minnesota	$23.6M	-$47.8M	2	0.01%	Reduced
46	California Public Employees Retirement System Sacramento, California	$23.2M	+$1.02M	1	0.02%	Increased
47	Nuveen Charlotte, North Carolina	$19.7M	-$1.07M	3	0.01%	Reduced
48	Man Group London, United Kingdom	$16.9M	+$14.3M	1	0.06%	Increased
49	Fidelity Investments Boston, Massachusetts	$16M	+$13.9M	3	0%	Increased
50	TA Teton Advisors Rye, New York	$15.1M	-$11.7M	1	3.87%	Reduced