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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	Fidelity Investments Boston, Massachusetts	$122M	+$41.4M	1	0.02%	Increased
2	GAMCO Investors Greenwich, Connecticut	$108M	-$1.33M	1	0.58%	Reduced
3	NSCM New South Capital Management Memphis, Tennessee	$87.8M	-$6.88M	1	2.27%	Reduced
4	SPH Steel Partners Holdings New York	$86.2M	$0	1	15.5%	Maintained
5	BlackRock Fund Advisors San Francisco, California	$80.9M	-$421K	1	0.02%	Reduced
6	KCM Kingstown Capital Management New York	$70.1M	+$4.19M	1	9.01%	Increased
7	Vanguard Group Malvern, Pennsylvania	$55M	+$2.84M	1	0%	Increased
8	Gabelli Funds Rye, New York	$53.5M	+$62.8K	1	0.28%	Increased
9	CPM Chesapeake Partners Management Baltimore, Maryland	$39.8M	+$4.29M	1	1.53%	Increased
10	Victory Capital Management San Antonio, Texas	$34.8M	+$3.06M	1	0.13%	Increased
11	KAM Keeley Asset Management Chicago, Illinois	$33.5M	-$5.46M	1	0.79%	Reduced
12	BlackRock Institutional Trust San Francisco, California	$31.9M	-$1.39M	1	0.01%	Reduced
13	ICM Ionic Capital Management New York	$29.5M	-$7.16M	1	1.37%	Reduced
14	Dimensional Fund Advisors Austin, Texas	$27.1M	+$5.24M	1	0.02%	Increased
15	Thompson Siegel & Walmsley Richmond, Virginia	$27.1M	-$4.99M	1	0.48%	Reduced
16	State Street Boston, Massachusetts	$26M	+$1.92M	1	0%	Increased
17	TA Teton Advisors Rye, New York	$25.1M	$0	1	1.72%	Maintained
18	WAM Winslow Asset Management Beachwood, Ohio	$21M	+$118K	1	3.62%	Increased
19	Kennedy Capital Management St Louis, Missouri	$20M	+$1.07M	1	0.36%	Increased
20	PCMF Private Capital Management (Florida) Naples, Florida	$16.2M	-$81K	1	1.72%	Reduced
21	Eagle Asset Management St Petersburg, Florida	$15M	+$9.13M	1	0.08%	Increased
22	Northern Trust Chicago, Illinois	$14.3M	+$812K	1	0%	Increased
23	Royce & Associates New York	$14.3M	+$6.76M	1	0.06%	Increased
24	Rothschild & Co Asset Management US Stamford, Connecticut	$14.2M	+$14.4M	1	0.26%	New
25	Renaissance Technologies New York	$13.1M	+$6.95M	1	0.03%	Increased