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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	$104M	$0	1	4.62%	Maintained
2	GAMCO Investors Greenwich, Connecticut	$99.8M	+$2.15M	1	0.53%	Increased
3	NSCM New South Capital Management Memphis, Tennessee	$81.4M	+$2.12M	1	2.84%	Increased
4	SPH Steel Partners Holdings New York	$75.3M	$0	1	17.1%	Maintained
5	BlackRock Fund Advisors San Francisco, California	$62.5M	+$2.17M	1	0.02%	Increased
6	Gabelli Funds Rye, New York	$46M	$0	1	0.24%	Maintained
7	KCM Kingstown Capital Management New York	$45M	+$12.8M	1	5.59%	Increased
8	KAM Keeley Asset Management Chicago, Illinois	$39.3M	+$2.83M	1	0.67%	Increased
9	Vanguard Group Malvern, Pennsylvania	$36.2M	+$1.21M	1	0%	Increased
10	ICM Ionic Capital Management New York	$35.1M	+$6.81M	1	1%	Increased
11	HCM Hirzel Capital Management Dallas, Texas	$33.2M	-$1.12M	1	4.11%	Reduced
12	Morgan Stanley New York	$30.8M	-$15.5M	1	0.01%	Reduced
13	BlackRock Institutional Trust San Francisco, California	$30.3M	-$466K	1	0.01%	Reduced
14	SCM SkyTop Capital Management Rutherford, New Jersey	$26.6M	-$908K	1	12.84%	Reduced
15	WM WS Management Jacksonville, Florida	$23.6M	+$22.3M	1	0.78%	New
16	TA Teton Advisors Rye, New York	$22M	+$172K	1	1.55%	Increased
17	State Street Boston, Massachusetts	$21.2M	-$125K	1	0%	Reduced
18	WAM Winslow Asset Management Beachwood, Ohio	$20.3M	-$565K	1	3.64%	Reduced
19	TVM Tiger Veda Management New York	$19.6M	-$6.74M	1	6.22%	Reduced
20	CPM Chesapeake Partners Management Baltimore, Maryland	$19M	+$9.91M	1	0.94%	Increased
21	RHI Richmond Hill Investments New York	$18.4M	+$2.14M	1	11.29%	Increased
22	Dimensional Fund Advisors Austin, Texas	$16.2M	-$111K	1	0.01%	Reduced
23	Northern Trust Chicago, Illinois	$16.1M	+$58.9K	1	0.01%	Increased
24	CC Carlson Capital Dallas, Texas	$14M	+$1.56M	1	0.16%	Increased
25	MFP Michael F. Price	$13.8M	$0	1	1.78%	Maintained