← 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	BlackRock New York	$211M	+$192M	1	0.01%	Increased
2	Fidelity Investments Boston, Massachusetts	$158M	-$33.3M	1	0.02%	Reduced
3	NSCM New South Capital Management Memphis, Tennessee	$111M	-$5.39M	1	2.58%	Reduced
4	Victory Capital Management San Antonio, Texas	$101M	-$3.36M	1	0.24%	Reduced
5	GAMCO Investors Greenwich, Connecticut	$100M	-$2.48M	1	0.63%	Reduced
6	SPH Steel Partners Holdings New York	$90.7M	$0	1	21.72%	Maintained
7	Vanguard Group Malvern, Pennsylvania	$75.8M	+$5.06M	1	0%	Increased
8	Gabelli Funds Rye, New York	$59.7M	+$5.15M	1	0.35%	Increased
9	Dimensional Fund Advisors Austin, Texas	$44.8M	+$2.2M	1	0.02%	Increased
10	KCM Kingstown Capital Management New York	$43.4M	-$9.88M	1	4.5%	Reduced
11	Renaissance Technologies New York	$38.2M	+$5.21M	1	0.05%	Increased
12	State Street Boston, Massachusetts	$37M	+$2.96M	1	0%	Increased
13	TA Teton Advisors Rye, New York	$26.1M	-$79.1K	1	2.59%	Reduced
14	Bank of New York Mellon New York	$22M	+$4.86M	1	0.01%	Increased
15	Prudential plc London, England, United Kingdom	$21.6M	-$1.67M	1	0.07%	Reduced
16	Rothschild & Co Asset Management US Stamford, Connecticut	$20.7M	-$670K	1	0.24%	Reduced
17	WAM Winslow Asset Management Beachwood, Ohio	$19.5M	-$253K	1	4%	Reduced
18	Millennium Management New York	$19.2M	+$13.3M	1	0.04%	Increased
19	Northern Trust Chicago, Illinois	$17M	+$826K	1	0%	Increased
20	Royce & Associates New York	$16.5M	+$929K	1	0.11%	Increased
21	Kennedy Capital Management St Louis, Missouri	$14.7M	-$2.15M	1	0.26%	Reduced
22	T. Rowe Price Associates Baltimore, Maryland	$14.3M	+$162K	1	0%	Increased
23	Principal Financial Group Des Moines, Iowa	$12.6M	+$1.3M	1	0.02%	Increased
24	Geode Capital Management Boston, Massachusetts	$12M	+$1.15M	1	0%	Increased
25	Loomis, Sayles & Company Boston, Massachusetts	$11.6M	-$200K	1	0.03%	Reduced