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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	$97.4M	-$3.84M	1	0.51%	Reduced
2	NSCM New South Capital Management Memphis, Tennessee	$79.3M	+$1.61M	1	2.4%	Increased
3	SPH Steel Partners Holdings New York	$76.5M	$0	1	10.09%	Maintained
4	KCM Kingstown Capital Management New York	$68.6M	+$4.19M	1	9.96%	Increased
5	BlackRock Fund Advisors San Francisco, California	$64.5M	+$5.83M	1	0.02%	Increased
6	ICM Ionic Capital Management New York	$50.4M	$0	1	1.41%	Maintained
7	Gabelli Funds Rye, New York	$47.5M	+$201K	1	0.23%	Increased
8	Vanguard Group Malvern, Pennsylvania	$40.7M	+$2.46M	1	0%	Increased
9	KAM Keeley Asset Management Chicago, Illinois	$38.5M	-$511K	1	0.77%	Reduced
10	Fidelity Investments Boston, Massachusetts	$38M	+$24.5M	1	0%	Increased
11	Thompson Siegel & Walmsley Richmond, Virginia	$33.6M	+$1.82M	1	0.64%	Increased
12	CPM Chesapeake Partners Management Baltimore, Maryland	$31.4M	+$122K	1	1.2%	Increased
13	BlackRock Institutional Trust San Francisco, California	$29.1M	-$845K	1	0%	Reduced
14	River Road Asset Management Louisville, Kentucky	$25.7M	-$8.54M	1	0.37%	Reduced
15	HCM Hirzel Capital Management Dallas, Texas	$25.3M	-$11.6M	1	2.94%	Reduced
16	TA Teton Advisors Rye, New York	$22.3M	$0	1	1.46%	Maintained
17	State Street Boston, Massachusetts	$21M	+$194K	1	0%	Increased
18	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$20.8M	+$9.53M	1	0.06%	Increased
19	WAM Winslow Asset Management Beachwood, Ohio	$19.5M	+$89.7K	1	3.2%	Increased
20	LHC Lodge Hill Capital New York	$18.1M	+$1.88M	1	2.82%	Increased
21	Dimensional Fund Advisors Austin, Texas	$16.1M	-$25K	1	0.01%	Reduced
22	Kennedy Capital Management St Louis, Missouri	$15.6M	+$1.94M	1	0.29%	Increased
23	PCMF Private Capital Management (Florida) Naples, Florida	$14.5M	-$318K	1	1.6%	Reduced
24	TVM Tiger Veda Management New York	$14.4M	$0	1	5.62%	Maintained
25	CC Carlson Capital Dallas, Texas	$14.2M	+$1.17M	1	0.14%	Increased