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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
76	Charles Schwab San Francisco, California	$578M	+$336M	2	0.08%	Increased
77	AMD Advanced Micro Devices Santa Clara, California	$565M	+$562M	1	43.11%	New
78	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$547M	+$390M	2	0.31%	Increased
79	XN LP New York	$513M	+$510M	1	13.49%	New
80	Neuberger Berman Group New York	$488M	+$391M	2	0.32%	Increased
81	American Century Companies Kansas City, Missouri	$442M	+$222M	2	0.2%	Increased
82	Marex Group London,	$441M	+$397M	2	1.87%	Increased
83	ClearBridge Investments New York	$434M	+$378M	2	0.36%	Increased
84	LSA Liberty Street Advisors New York	$419M	+$416M	1	82.61%	New
85	Bank of New York Mellon New York	$404M	+$221M	2	0.07%	Increased
86	Swiss National Bank Zurich, Switzerland	$402M	+$257M	2	0.21%	Increased
87	Sands Capital Management Arlington, Virginia	$389M	+$387M	1	1.44%	New
88	Legal & General Group London, United Kingdom	$370M	+$208M	2	0.08%	Increased
89	Deutsche Bank Frankfurt Am Main Ge, Germany	$365M	+$260M	2	0.11%	Increased
90	LPL Financial San Diego, California	$363M	+$306M	2	0.08%	Increased
91	Apollo Management Holdings New York	$346M	+$344M	1	3.87%	New
92	ExodusPoint Capital Management New York	$334M	+$324M	2	2.15%	Increased
93	Royal Bank of Canada Toronto, Ontario, Canada	$334M	+$111M	2	0.05%	Increased
94	Raymond James Financial St Petersburg, Florida	$313M	+$229M	2	0.08%	Increased
95	Nuveen Charlotte, North Carolina	$311M	+$157M	2	0.07%	Increased
96	Altimeter Capital Management Boston, Massachusetts	$304M	+$302M	1	3.09%	New
97	Two Sigma Investments New York	$303M	+$301M	1	0.22%	Increased
98	Seven Grand Managers Bronxville, New York	$302M	+$301M	1	12.18%	New
99	Amundi Paris, France	$299M	+$116M	2	0.07%	Increased
100	Ameriprise Minneapolis, Minnesota	$294M	+$192M	2	0.06%	Increased