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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	$119M	+$13.3M	1	0.02%	Increased
2	NSCM New South Capital Management Memphis, Tennessee	$102M	-$3.77M	1	2.52%	Reduced
3	GAMCO Investors Greenwich, Connecticut	$87.3M	-$1.59M	1	0.58%	Reduced
4	BlackRock Fund Advisors San Francisco, California	$81.8M	+$1.8M	1	0.02%	Increased
5	Victory Capital Management San Antonio, Texas	$78.3M	+$7.04M	1	0.31%	Increased
6	SPH Steel Partners Holdings New York	$76.4M	$0	1	21.2%	Maintained
7	KCM Kingstown Capital Management New York	$64M	$0	1	7.26%	Maintained
8	Vanguard Group Malvern, Pennsylvania	$52.2M	-$1.26M	1	0%	Reduced
9	Gabelli Funds Rye, New York	$46.2M	-$365K	1	0.27%	Reduced
10	Dimensional Fund Advisors Austin, Texas	$32.7M	+$1.23M	1	0.02%	Increased
11	BlackRock Institutional Trust San Francisco, California	$30.9M	-$780K	1	0.01%	Reduced
12	Renaissance Technologies New York	$24.5M	+$999K	1	0.05%	Increased
13	Thompson Siegel & Walmsley Richmond, Virginia	$23.9M	-$3.93M	1	0.38%	Reduced
14	State Street Boston, Massachusetts	$22.5M	-$330K	1	0%	Reduced
15	TA Teton Advisors Rye, New York	$22.3M	$0	1	2.01%	Maintained
16	CPM Chesapeake Partners Management Baltimore, Maryland	$17.2M	-$12.7M	1	2.58%	Reduced
17	Kennedy Capital Management St Louis, Missouri	$16.3M	-$1.58M	1	0.33%	Reduced
18	WAM Winslow Asset Management Beachwood, Ohio	$16M	-$608K	1	3.59%	Reduced
19	Rothschild & Co Asset Management US Stamford, Connecticut	$14.2M	+$1.9M	1	0.26%	Increased
20	Bank of New York Mellon New York	$13.4M	-$1.09M	1	0%	Reduced
21	Royce & Associates New York	$12.9M	-$1.23M	1	0.09%	Reduced
22	Northern Trust Chicago, Illinois	$12.9M	-$250K	1	0%	Reduced
23	Prudential plc London, England, United Kingdom	$12.5M	+$1.41M	1	0.05%	Increased
24	PCMF Private Capital Management (Florida) Naples, Florida	$12.4M	-$1.28M	1	1.81%	Reduced
25	T. Rowe Price Associates Baltimore, Maryland	$10.8M	+$526K	1	0%	Increased