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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	$77.3M	-$1.83M	1	0.51%	Reduced
2	BlackRock Fund Advisors San Francisco, California	$69.7M	+$7.68M	1	0.02%	Increased
3	Fidelity Investments Boston, Massachusetts	$69M	+$4.09M	1	0.01%	Increased
4	SPH Steel Partners Holdings New York	$65.5M	$0	1	12.42%	Maintained
5	NSCM New South Capital Management Memphis, Tennessee	$65.3M	-$2.74M	1	1.68%	Reduced
6	Victory Capital Management San Antonio, Texas	$54.8M	+$13.8M	1	0.23%	Increased
7	KCM Kingstown Capital Management New York	$54.8M	$0	1	5.91%	Maintained
8	Vanguard Group Malvern, Pennsylvania	$49.1M	+$2.31M	1	0%	Increased
9	Gabelli Funds Rye, New York	$40.5M	-$16.7K	1	0.25%	Reduced
10	CPM Chesapeake Partners Management Baltimore, Maryland	$27.7M	$0	1	1.55%	Maintained
11	BlackRock Institutional Trust San Francisco, California	$26.9M	-$262K	1	0%	Reduced
12	Dimensional Fund Advisors Austin, Texas	$25.8M	+$2.12M	1	0.02%	Increased
13	Thompson Siegel & Walmsley Richmond, Virginia	$23.4M	-$316K	1	0.42%	Reduced
14	State Street Boston, Massachusetts	$19.6M	+$1.17M	1	0%	Increased
15	Renaissance Technologies New York	$19.2M	+$5.37M	1	0.04%	Increased
16	TA Teton Advisors Rye, New York	$19.1M	$0	1	1.7%	Maintained
17	WAM Winslow Asset Management Beachwood, Ohio	$16M	+$6.52K	1	3.17%	Increased
18	Kennedy Capital Management St Louis, Missouri	$15.5M	+$351K	1	0.31%	Increased
19	Bank of New York Mellon New York	$12.7M	+$1.14M	1	0%	Increased
20	Royce & Associates New York	$12.4M	+$127K	1	0.07%	Increased
21	PCMF Private Capital Management (Florida) Naples, Florida	$11.9M	-$270K	1	1.49%	Reduced
22	Northern Trust Chicago, Illinois	$11.1M	+$443K	1	0%	Increased
23	Rothschild & Co Asset Management US Stamford, Connecticut	$10.4M	-$1.86M	1	0.19%	Reduced
24	Prudential plc London, England, United Kingdom	$9.61M	+$2.63M	1	0.04%	Increased
25	BlackRock Advisors Wilmington, Delaware	$9.05M	+$380K	1	0.01%	Increased