← All themes Space Economy

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	$139M	+$24.9M	1	0.02%	Increased
2	NSCM New South Capital Management Memphis, Tennessee	$95.4M	-$2.7M	1	2.29%	Reduced
3	BlackRock Fund Advisors San Francisco, California	$90M	+$11.7M	1	0.02%	Increased
4	GAMCO Investors Greenwich, Connecticut	$83.5M	-$498K	1	0.54%	Reduced
5	Victory Capital Management San Antonio, Texas	$79.6M	+$4.38M	1	0.22%	Increased
6	SPH Steel Partners Holdings New York	$73.5M	$0	1	22.64%	Maintained
7	Vanguard Group Malvern, Pennsylvania	$54.6M	+$4.5M	1	0%	Increased
8	KCM Kingstown Capital Management New York	$52.7M	-$9.06M	1	5.88%	Reduced
9	Gabelli Funds Rye, New York	$44.2M	-$181K	1	0.26%	Reduced
10	Dimensional Fund Advisors Austin, Texas	$32.5M	+$1.12M	1	0.02%	Increased
11	BlackRock Institutional Trust San Francisco, California	$29.8M	+$111K	1	0%	Increased
12	Renaissance Technologies New York	$23.9M	+$393K	1	0.04%	Increased
13	State Street Boston, Massachusetts	$23.1M	+$1.5M	1	0%	Increased
14	TA Teton Advisors Rye, New York	$21.4M	$0	1	1.88%	Maintained
15	Thompson Siegel & Walmsley Richmond, Virginia	$17.1M	-$6.1M	1	0.27%	Reduced
16	Kennedy Capital Management St Louis, Missouri	$15.5M	-$195K	1	0.3%	Reduced
17	WAM Winslow Asset Management Beachwood, Ohio	$15.2M	-$255K	1	3.34%	Reduced
18	Rothschild & Co Asset Management US Stamford, Connecticut	$14.6M	+$923K	1	0.25%	Increased
19	Prudential plc London, England, United Kingdom	$14.2M	+$2.29M	1	0.05%	Increased
20	Bank of New York Mellon New York	$13.5M	+$678K	1	0%	Increased
21	Northern Trust Chicago, Illinois	$12.6M	+$226K	1	0%	Increased
22	Royce & Associates New York	$11.8M	-$715K	1	0.08%	Reduced
23	PCMF Private Capital Management (Florida) Naples, Florida	$11.6M	-$300K	1	1.71%	Reduced
24	T. Rowe Price Associates Baltimore, Maryland	$11.3M	+$931K	1	0%	Increased
25	Principal Financial Group Des Moines, Iowa	$8.85M	+$925K	1	0.01%	Increased