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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	NSCM New South Capital Management Memphis, Tennessee	$94.9M	+$25.3M	1	2.28%	Increased
2	Fidelity Investments Boston, Massachusetts	$94.1M	+$21M	1	0.01%	Increased
3	GAMCO Investors Greenwich, Connecticut	$79.7M	-$1.09M	1	0.53%	Reduced
4	BlackRock Fund Advisors San Francisco, California	$71.6M	-$1.19M	1	0.02%	Reduced
5	SPH Steel Partners Holdings New York	$68.5M	$0	1	13.66%	Maintained
6	Victory Capital Management San Antonio, Texas	$63.5M	+$5.92M	1	0.26%	Increased
7	KCM Kingstown Capital Management New York	$57.3M	$0	1	6.19%	Maintained
8	Vanguard Group Malvern, Pennsylvania	$48M	-$3.22M	1	0%	Reduced
9	Gabelli Funds Rye, New York	$41.7M	-$626K	1	0.25%	Reduced
10	BlackRock Institutional Trust San Francisco, California	$28.4M	+$200K	1	0%	Increased
11	Dimensional Fund Advisors Austin, Texas	$28.1M	+$1.1M	1	0.02%	Increased
12	CPM Chesapeake Partners Management Baltimore, Maryland	$27.4M	-$1.48M	1	2.14%	Reduced
13	Thompson Siegel & Walmsley Richmond, Virginia	$25.2M	+$624K	1	0.41%	Increased
14	Renaissance Technologies New York	$21M	+$873K	1	0.04%	Increased
15	State Street Boston, Massachusetts	$20.5M	-$68.7K	1	0%	Reduced
16	TA Teton Advisors Rye, New York	$20M	$0	1	1.85%	Maintained
17	Kennedy Capital Management St Louis, Missouri	$16.1M	-$69.9K	1	0.33%	Reduced
18	WAM Winslow Asset Management Beachwood, Ohio	$14.9M	-$1.75M	1	3.34%	Reduced
19	Bank of New York Mellon New York	$13M	-$284K	1	0%	Reduced
20	Royce & Associates New York	$12.8M	-$158K	1	0.08%	Reduced
21	PCMF Private Capital Management (Florida) Naples, Florida	$12.3M	-$165K	1	1.55%	Reduced
22	Northern Trust Chicago, Illinois	$11.8M	+$103K	1	0%	Increased
23	Rothschild & Co Asset Management US Stamford, Connecticut	$11M	+$73.8K	1	0.21%	Increased
24	Prudential plc London, England, United Kingdom	$9.85M	-$199K	1	0.04%	Reduced
25	BlackRock Advisors Wilmington, Delaware	$9.59M	+$114K	1	0.01%	Increased