← 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
51
SAM
Stansberry Asset Management
Texas
$19.5M +$20M 1 3.92% New
52
Marshall Wace
Marshall Wace
United Kingdom
$17.6M +$4.83M 1 0.07% Increased
53
Ameriprise
Ameriprise
Minnesota
$17.1M +$181K 1 0.01% Increased
54
CFM
Comprehensive Financial Management
California
$17.1M +$19.4M 1 0.16% New
55
Invesco
Invesco
Georgia
$16.9M -$156K 1 0% Reduced
56
Harvard Management Company
Harvard Management Company
Massachusetts
$16.1M +$12M 1 0.95% New
57
PWAM
Park West Asset Management
California
$16M +$12M 1 0.38% New
58
SFG
Sather Financial Group
Texas
$14.6M +$13.6M 1 1.49% Increased
59
ClearBridge Investments
ClearBridge Investments
New York
$14.2M -$1.35M 1 0.01% Reduced
60
Two Sigma Advisers
Two Sigma Advisers
New York
$13.8M -$6.79M 1 0.04% Reduced
61
Wellington Management Group
Wellington Management Group
Massachusetts
$13.1M +$4.03M 1 0% Increased
62
Farallon Capital Management
Farallon Capital Management
California
$12.8M -$11.2M 1 0.06% Reduced
63
GCIA
Gabelli & Co Investment Advisers
New York
$12.7M +$714K 1 1.54% Increased
64
American Century Companies
American Century Companies
Missouri
$12.4M +$9.07M 2 0.01% Increased
65
LA
Linden Advisors
New York
$12.1M +$9.02M 1 0.07% New
66
SCM
Suvretta Capital Management
New York
$12.1M -$3.33M 1 0.2% Reduced
67
LCG
Luxor Capital Group
New York
$12M +$9.02M 1 0.11% New
68
Neuberger Berman Group
Neuberger Berman Group
New York
$12M +$9.06M 1 0.01% New
69
Nuveen
Nuveen
North Carolina
$11.9M -$438K 1 0% Reduced
70
WCM
Wildcat Capital Management
New York
$11.6M +$9.09M 1 1.5% Increased
71
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$11.3M +$4.96M 1 0.02% Increased
72
JP Morgan Chase
JP Morgan Chase
New York
$11M +$826K 3 0% Increased
73
UBS O'Connor
UBS O'Connor
Illinois
$10.7M +$2.88M 1 0.08% Increased
74
Barclays
Barclays
United Kingdom
$10.5M +$1.99M 1 0% Increased
75
William Blair & Company
William Blair & Company
Illinois
$10.2M +$8.93M 2 0.03% New