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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
51	WCMNY Westchester Capital Management (New York) Valhalla, New York	$13.8M	+$12.2M	1	0.38%	New
52	LM Lockheed Martin Bethesda, Maryland	$13.7M	$0	1	30.6%	Maintained
53	First Eagle Investment Management New York	$13.4M	$0	1	0.04%	Maintained
54	GCIA Gabelli & Co Investment Advisers Rye, New York	$13.3M	-$4.35M	1	2.83%	Reduced
55	Deutsche Bank Frankfurt Am Main Ge, Germany	$12.9M	+$6.17M	3	0.01%	Increased
56	Legal & General Group London, United Kingdom	$12.9M	+$203K	3	0.01%	Increased
57	Raymond James & Associates St Petersburg, Florida	$12.5M	+$3.68M	2	0.01%	Increased
58	AL ACME LLC San Francisco, California	$12.3M	-$634K	1	12.53%	Reduced
59	ARK Investment Management St. Petersburg, Florida	$12.2M	+$6.92M	2	0.11%	Increased
60	Wellington Management Group Boston, Massachusetts	$12.2M	+$552K	1	0%	Increased
61	Wells Fargo San Francisco, California	$11.9M	-$3.13M	4	0%	Reduced
62	HA Heartland Advisors Milwaukee, Wisconsin	$11.8M	-$929K	1	0.75%	Reduced
63	Citigroup New York	$11.5M	+$3.64M	3	0.01%	Increased
64	Renaissance Technologies New York	$11.4M	-$457K	3	0.02%	Reduced
65	RhumbLine Advisers Boston, Massachusetts	$11.3M	-$246K	3	0.02%	Reduced
66	Swiss National Bank Zurich, Switzerland	$11.1M	+$40.9K	2	0.01%	Increased
67	DCI Data Collective IV Palo Alto, California	$11M	$0	1	11.6%	Maintained
68	AQR Arbitrage Greenwich, Connecticut	$11M	+$9.75M	1	0.28%	New
69	Tudor Investment Corp Stamford, Connecticut	$10.3M	+$9.15M	2	0.2%	New
70	Barclays London, United Kingdom	$10.3M	+$6.56M	3	0%	Increased
71	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$10.1M	-$49K	1	1.08%	Reduced
72	AAM Alpine Associates Management Palm Beach, Florida	$9.56M	+$8.47M	1	0.44%	New
73	Credit Suisse Zurich, Switzerland	$9.09M	+$4.9M	2	0.01%	Increased
74	JP Morgan Chase New York	$9M	-$4.61M	3	0%	Reduced
75	D.E. Shaw & Co New York	$8.96M	-$7.69M	2	0.01%	Reduced