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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	BlackRock New York	$216M	+$14.2M	1	0.01%	Increased
2	NSCM New South Capital Management Memphis, Tennessee	$103M	-$3.28M	1	2.45%	Reduced
3	Fidelity Investments Boston, Massachusetts	$102M	-$50.9M	1	0.01%	Reduced
4	GAMCO Investors Greenwich, Connecticut	$94.7M	-$1.34M	1	0.61%	Reduced
5	SPH Steel Partners Holdings New York	$87M	$0	1	19.3%	Maintained
6	Victory Capital Management San Antonio, Texas	$86.1M	-$11.1M	1	0.2%	Reduced
7	Vanguard Group Malvern, Pennsylvania	$77.8M	+$5.29M	1	0%	Increased
8	Gabelli Funds Rye, New York	$57.1M	-$88.2K	1	0.34%	Reduced
9	Dimensional Fund Advisors Austin, Texas	$45.4M	+$2.6M	1	0.02%	Increased
10	State Street Boston, Massachusetts	$44.5M	+$9.3M	1	0%	Increased
11	KCM Kingstown Capital Management New York	$41.6M	$0	1	4.14%	Maintained
12	Renaissance Technologies New York	$37.6M	+$1.11M	1	0.05%	Increased
13	Bank of New York Mellon New York	$30M	+$9.18M	1	0.01%	Increased
14	TA Teton Advisors Rye, New York	$25.1M	$0	1	2.46%	Maintained
15	Rothschild & Co Asset Management US Stamford, Connecticut	$20.8M	+$992K	1	0.24%	Increased
16	Prudential plc London, England, United Kingdom	$19.2M	-$1.56M	1	0.06%	Reduced
17	Northern Trust Chicago, Illinois	$19M	+$2.83M	1	0.01%	Increased
18	WAM Winslow Asset Management Beachwood, Ohio	$18.8M	+$74.5K	1	3.81%	Increased
19	T. Rowe Price Associates Baltimore, Maryland	$17.3M	+$3.77M	1	0%	Increased
20	Royce & Associates New York	$17.3M	+$1.52M	1	0.11%	Increased
21	Millennium Management New York	$15.4M	-$3.12M	1	0.03%	Reduced
22	Geode Capital Management Boston, Massachusetts	$12.3M	+$818K	1	0%	Increased
23	Principal Financial Group Des Moines, Iowa	$12M	-$52.9K	1	0.01%	Reduced
24	Charles Schwab San Francisco, California	$11.1M	+$5.91M	1	0.01%	Increased
25	Loomis, Sayles & Company Boston, Massachusetts	$11M	-$101K	1	0.03%	Reduced