← 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
AQR Arbitrage
AQR Arbitrage
Connecticut
$41.1M +$29.9M 1 1.26% Increased
27
Citadel Advisors
Citadel Advisors
Florida
$40.5M +$16.5M 4 0.01% Increased
28
Morgan Stanley
Morgan Stanley
New York
$39.8M +$1.12M 4 0% Increased
29
VCM
Vector Capital Management
California
$38.9M $0 1 11.54% Maintained
30
Invesco
Invesco
Georgia
$37.6M +$3.1M 3 0.01% Increased
31
CC
Carlson Capital
Texas
$37.4M +$9.79M 1 3.51% Increased
32
Goldman Sachs
Goldman Sachs
New York
$32.4M -$7.62M 4 0.01% Reduced
33
Woodline Partners
Woodline Partners
California
$30.5M +$6.5M 1 0.41% Increased
34
VI
Versor Investments
New York
$30.5M +$29.6M 2 3.99% Increased
35
OCAM
Owl Creek Asset Management
New York
$29M -$13.2M 1 1.48% Reduced
36
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$28.7M -$9.27M 1 0.33% Reduced
37
California Public Employees Retirement System
California Public Employees Retirement System
California
$28.3M +$4.93M 1 0.03% Increased
38
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.1M +$21.3M 1 0.13% Increased
39
Principal Financial Group
Principal Financial Group
Iowa
$25.8M -$459K 3 0.02% Reduced
40
GL
Governors Lane
New York
$25M $0 1 3.17% Maintained
41
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$22.5M +$14M 1 1% Increased
42
New York Life Investment Management
New York Life Investment Management
New York
$22.4M +$22.4M 1 0.25% New
43
UBS Group
UBS Group
Switzerland
$22.2M -$32.2M 4 0.01% Reduced
44
PAM
PSquared Asset Management
Switzerland
$21.6M +$21.5M 1 3.11% New
45
Ameriprise
Ameriprise
Minnesota
$21.1M -$2.68M 1 0.01% Reduced
46
Millennium Management
Millennium Management
New York
$20.5M -$71.5M 3 0.01% Reduced
47
GCIA
Gabelli & Co Investment Advisers
New York
$20.2M +$6.85M 1 3.88% Increased
48
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$19.3M -$20.4M 3 0% Reduced
49
Nuveen
Nuveen
North Carolina
$18.5M -$1.45M 3 0.01% Reduced
50
Wellington Management Group
Wellington Management Group
Massachusetts
$17M +$4.76M 1 0% Increased
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