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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	$105M	$0	1	4.32%	Maintained
2	GAMCO Investors Greenwich, Connecticut	$101M	+$24.1K	1	0.55%	Increased
3	NSCM New South Capital Management Memphis, Tennessee	$81.7M	-$876K	1	2.63%	Reduced
4	SPH Steel Partners Holdings New York	$76.4M	$0	1	17.43%	Maintained
5	BlackRock Fund Advisors San Francisco, California	$64.8M	+$1.44M	1	0.02%	Increased
6	Gabelli Funds Rye, New York	$46.6M	+$18.3K	1	0.24%	Increased
7	KCM Kingstown Capital Management New York	$45.7M	$0	1	5.71%	Maintained
8	ICM Ionic Capital Management New York	$41M	+$5.43M	1	1.45%	Increased
9	KAM Keeley Asset Management Chicago, Illinois	$41M	+$1.15M	1	0.71%	Increased
10	Vanguard Group Malvern, Pennsylvania	$37.8M	+$1.08M	1	0%	Increased
11	HCM Hirzel Capital Management Dallas, Texas	$33.7M	$0	1	4.29%	Maintained
12	BlackRock Institutional Trust San Francisco, California	$32.3M	+$1.59M	1	0.01%	Increased
13	CPM Chesapeake Partners Management Baltimore, Maryland	$25.5M	+$6.23M	1	0.99%	Increased
14	WM WS Management Jacksonville, Florida	$23.9M	$0	1	0.76%	Maintained
15	TA Teton Advisors Rye, New York	$22.3M	$0	1	1.51%	Maintained
16	State Street Boston, Massachusetts	$21.7M	+$258K	1	0%	Increased
17	WAM Winslow Asset Management Beachwood, Ohio	$20.3M	-$342K	1	3.52%	Reduced
18	SCM SkyTop Capital Management Rutherford, New Jersey	$19M	-$7.97M	1	9.41%	Reduced
19	Dimensional Fund Advisors Austin, Texas	$16.2M	-$146K	1	0.01%	Reduced
20	TVM Tiger Veda Management New York	$15.3M	-$4.6M	1	5.21%	Reduced
21	Northern Trust Chicago, Illinois	$14.9M	-$1.49M	1	0%	Reduced
22	MFP Michael F. Price	$14M	$0	1	1.7%	Maintained
23	Bank of New York Mellon New York	$12.6M	+$335K	1	0%	Increased
24	CC Carlson Capital Dallas, Texas	$11.9M	-$2.28M	1	0.14%	Reduced
25	OAM Oxford Asset Management Oxford, United Kingdom	$11.1M	+$5.86M	1	0.32%	Increased