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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	$81.6M	-$3.66M	1	0.54%	Reduced
2	NSCM New South Capital Management Memphis, Tennessee	$70.2M	+$1.6M	1	1.77%	Increased
3	SPH Steel Partners Holdings New York	$67.6M	$0	1	10.88%	Maintained
4	Fidelity Investments Boston, Massachusetts	$67.3M	-$38M	1	0.01%	Reduced
5	BlackRock Fund Advisors San Francisco, California	$64.5M	+$1.33M	1	0.02%	Increased
6	KCM Kingstown Capital Management New York	$56.6M	+$2.14M	1	6.37%	Increased
7	Vanguard Group Malvern, Pennsylvania	$48.5M	+$7M	1	0%	Increased
8	Victory Capital Management San Antonio, Texas	$43.3M	+$21.1M	1	0.18%	Increased
9	Gabelli Funds Rye, New York	$41.9M	-$150K	1	0.25%	Reduced
10	CPM Chesapeake Partners Management Baltimore, Maryland	$28.6M	-$3.48M	1	1.49%	Reduced
11	BlackRock Institutional Trust San Francisco, California	$28.1M	+$4.05M	1	0%	Increased
12	Dimensional Fund Advisors Austin, Texas	$24.6M	+$4.3M	1	0.02%	Increased
13	Thompson Siegel & Walmsley Richmond, Virginia	$24.5M	+$4.25M	1	0.46%	Increased
14	KAM Keeley Asset Management Chicago, Illinois	$20.4M	-$7.77M	1	0.58%	Reduced
15	TA Teton Advisors Rye, New York	$19.7M	$0	1	1.49%	Maintained
16	State Street Boston, Massachusetts	$19.2M	-$1.64M	1	0%	Reduced
17	WAM Winslow Asset Management Beachwood, Ohio	$16.5M	+$72.2K	1	3.28%	Increased
18	Kennedy Capital Management St Louis, Missouri	$15.6M	-$143K	1	0.32%	Reduced
19	Renaissance Technologies New York	$14.6M	+$5.76M	1	0.04%	Increased
20	Morgan Stanley New York	$13.1M	+$12.9M	1	0%	Increased
21	BPCM Beach Point Capital Management Santa Monica, California	$13M	+$17.2M	1	3.54%	New
22	Royce & Associates New York	$12.6M	+$1.89M	1	0.07%	Increased
23	PCMF Private Capital Management (Florida) Naples, Florida	$12.6M	-$123K	1	1.5%	Reduced
24	Rothschild & Co Asset Management US Stamford, Connecticut	$12.6M	+$1.91M	1	0.25%	Increased
25	Bank of New York Mellon New York	$12.1M	+$2.83M	1	0%	Increased