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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	GAMCO Investors Greenwich, Connecticut	$106M	+$629K	1	0.56%	Increased
2	NSCM New South Capital Management Memphis, Tennessee	$84.5M	-$816K	1	2.63%	Reduced
3	SPH Steel Partners Holdings New York	$79.9M	$0	1	15.62%	Maintained
4	BlackRock Fund Advisors San Francisco, California	$62M	-$5.44M	1	0.02%	Reduced
5	KCM Kingstown Capital Management New York	$57.3M	+$9.11M	1	8.58%	Increased
6	ICM Ionic Capital Management New York	$49.4M	+$6.29M	1	1.59%	Increased
7	Gabelli Funds Rye, New York	$48.8M	+$27.3K	1	0.24%	Increased
8	HCM Hirzel Capital Management Dallas, Texas	$47.3M	+$11.5M	1	4.99%	Increased
9	KAM Keeley Asset Management Chicago, Illinois	$41.4M	-$1.32M	1	0.74%	Reduced
10	Vanguard Group Malvern, Pennsylvania	$39M	-$434K	1	0%	Reduced
11	BlackRock Institutional Trust San Francisco, California	$31.7M	-$2.02M	1	0.01%	Reduced
12	GA Glenhill Advisors New York	$30.5M	+$29.1M	1	2.48%	New
13	CPM Chesapeake Partners Management Baltimore, Maryland	$30M	+$3.14M	1	0.9%	Increased
14	TA Teton Advisors Rye, New York	$23.3M	$0	1	1.54%	Maintained
15	State Street Boston, Massachusetts	$22.6M	-$145K	1	0%	Reduced
16	LHC Lodge Hill Capital New York	$22M	+$10M	1	2.85%	Increased
17	Thompson Siegel & Walmsley Richmond, Virginia	$21.5M	+$20.5M	1	0.42%	New
18	WAM Winslow Asset Management Beachwood, Ohio	$20.5M	-$640K	1	3.39%	Reduced
19	Dimensional Fund Advisors Austin, Texas	$16.9M	-$56.5K	1	0.01%	Reduced
20	WM WS Management Jacksonville, Florida	$15.5M	-$9.05M	1	0.47%	Reduced
21	TVM Tiger Veda Management New York	$15.3M	-$667K	1	5.02%	Reduced
22	MFP Michael F. Price	$14.6M	$0	1	1.79%	Maintained
23	Bank of New York Mellon New York	$14.2M	+$1.01M	1	0%	Increased
24	Northern Trust Chicago, Illinois	$13.8M	-$1.68M	1	0%	Reduced
25	CC Carlson Capital Dallas, Texas	$13.3M	+$809K	1	0.15%	Increased