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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
1	MCM Marcato Capital Management San Francisco, California	$92.4M	$0	1	5.95%	Maintained
2	GAMCO Investors Greenwich, Connecticut	$86.7M	+$2.76M	1	0.51%	Increased
3	NSCM New South Capital Management Memphis, Tennessee	$70.4M	+$5.5M	1	2.75%	Increased
4	SPH Steel Partners Holdings New York	$67M	$0	1	17.26%	Maintained
5	BlackRock Fund Advisors San Francisco, California	$53.6M	+$6.13M	1	0.02%	Increased
6	Morgan Stanley New York	$41.9M	+$8.81M	1	0.02%	Increased
7	Gabelli Funds Rye, New York	$40.9M	$0	1	0.23%	Maintained
8	KAM Keeley Asset Management Chicago, Illinois	$32.3M	-$2.01M	1	0.59%	Reduced
9	Vanguard Group Malvern, Pennsylvania	$31.1M	+$589K	1	0%	Increased
10	HCM Hirzel Capital Management Dallas, Texas	$30.6M	-$1.57M	1	5.15%	Reduced
11	KCM Kingstown Capital Management New York	$28.1M	$0	1	4.28%	Maintained
12	BlackRock Institutional Trust San Francisco, California	$27.4M	+$115K	1	0.01%	Increased
13	ICM Ionic Capital Management New York	$24.8M	+$11.6M	1	0.83%	Increased
14	SCM SkyTop Capital Management Rutherford, New Jersey	$24.6M	+$2.29M	1	11.5%	Increased
15	TVM Tiger Veda Management New York	$23.8M	-$934K	1	10.02%	Reduced
16	TA Teton Advisors Rye, New York	$19.4M	$0	1	1.5%	Maintained
17	State Street Boston, Massachusetts	$18.9M	+$241K	1	0%	Increased
18	AA Ancient Art Austin, Texas	$18.8M	+$19.3M	1	4.88%	New
19	WAM Winslow Asset Management Beachwood, Ohio	$18.6M	-$699K	1	3.53%	Reduced
20	Dimensional Fund Advisors Austin, Texas	$14.5M	-$631K	1	0.01%	Reduced
21	RHI Richmond Hill Investments New York	$14.3M	$0	1	8.95%	Maintained
22	Northern Trust Chicago, Illinois	$14.3M	-$105K	1	0.01%	Reduced
23	UBS Zurich, Switzerland	$12.7M	+$12.8M	1	0.01%	Increased
24	MFP Michael F. Price	$12.2M	$0	1	1.63%	Maintained
25	Capstone Investment Advisors New York	$12M	+$1.42M	1	0.12%	Increased