← 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
101
VOYA Investment Management
VOYA Investment Management
Georgia
$292M +$63.6M 2 0.25% Increased
102
Clear Street
Clear Street
New York
$290M +$254M 2 0.73% Increased
103
Federated Hermes
Federated Hermes
Pennsylvania
$285M +$230M 2 0.41% Increased
104
Cantor Fitzgerald
Cantor Fitzgerald
New York
$279M +$243M 2 3% Increased
105
RCP
RIT Capital Partners
United Kingdom
$279M +$278M 1 44.96% New
106
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$275M +$260M 2 0.75% Increased
107
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$269M +$263M 1 0.18% New
108
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$262M +$211M 2 3.38% Increased
109
Vanguard Asset Management
Vanguard Asset Management
$261M +$172M 2 0.18% Increased
110
MM
M37 Management
California
$256M +$255M 1 44.59% New
111
Wells Fargo
Wells Fargo
California
$249M +$180M 2 0.04% Increased
112
8AFIM
8VC AI Fund I MM
Texas
$244M +$243M 1 100% New
113
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$242M +$241M 1 7.98% New
114
Primecap Management
Primecap Management
California
$241M +$239M 1 0.14% New
115
BOCH
Blue Owl Capital Holdings
New York
$239M +$238M 1 35.97% New
116
HSBC Holdings
HSBC Holdings
United Kingdom
$237M +$197M 2 0.1% Increased
117
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$234M +$232M 2 0.35% New
118
Tidal Investments
Tidal Investments
Wisconsin
$234M +$219M 2 0.41% Increased
119
Winslow Capital Management
Winslow Capital Management
Minnesota
$230M +$229M 1 0.79% New
120
Allianz Asset Management
Allianz Asset Management
Germany
$227M +$223M 2 0.18% New
121
Capital International Investors
Capital International Investors
California
$226M -$443M 2 0.05% Reduced
122
Squarepoint
Squarepoint
New York
$226M +$205M 2 0.25% Increased
123
GCM
Goanna Capital Management
Florida
$218M +$216M 1 97.37% New
124
Barclays
Barclays
United Kingdom
$215M +$163M 2 0.04% Increased
125
Westfield Capital Management
Westfield Capital Management
Massachusetts
$215M -$105M 1 0.7% Reduced