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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	$377M	+$10.7M	1	0.02%	Increased
2	Vanguard Group Malvern, Pennsylvania	$188M	+$43.8M	1	0.01%	Increased
3	NSCM New South Capital Management Memphis, Tennessee	$166M	-$6.3M	1	3.96%	Reduced
4	GAMCO Investors Greenwich, Connecticut	$157M	-$1.92M	1	0.97%	Reduced
5	SPH Steel Partners Holdings New York	$146M	$0	1	27.92%	Maintained
6	Gabelli Funds Rye, New York	$95.5M	-$503K	1	0.55%	Reduced
7	Victory Capital Management San Antonio, Texas	$95.3M	-$38.1M	1	0.21%	Reduced
8	T. Rowe Price Associates Baltimore, Maryland	$91.3M	+$47.8M	1	0.02%	Increased
9	State Street Boston, Massachusetts	$80.1M	+$3.99M	1	0.01%	Increased
10	Dimensional Fund Advisors Austin, Texas	$77.7M	+$934K	1	0.03%	Increased
11	Renaissance Technologies New York	$71.4M	+$6.18M	1	0.08%	Increased
12	Fidelity Investments Boston, Massachusetts	$65.3M	-$81.9M	1	0.01%	Reduced
13	Bank of New York Mellon New York	$52.7M	+$1.74M	1	0.01%	Increased
14	Wells Fargo San Francisco, California	$50.1M	+$36.3M	1	0.02%	Increased
15	TA Teton Advisors Rye, New York	$39.5M	-$2.06M	1	3.67%	Reduced
16	KCM Kingstown Capital Management New York	$35M	-$26.9M	1	4.15%	Reduced
17	Rothschild & Co Asset Management US Stamford, Connecticut	$32.5M	-$1.98M	1	0.36%	Reduced
18	Northern Trust Chicago, Illinois	$31.6M	-$305K	1	0.01%	Reduced
19	WAM Winslow Asset Management Beachwood, Ohio	$28.7M	-$2.25M	1	5.55%	Reduced
20	Millennium Management New York	$27.7M	+$1.35M	1	0.04%	Increased
21	Royce & Associates New York	$26.9M	-$1.7M	1	0.18%	Reduced
22	Scout Investments Kansas City, Missouri	$24.9M	+$19.1M	1	0.68%	New
23	Prudential plc London, England, United Kingdom	$23.4M	-$6.87M	1	0.07%	Reduced
24	Teachers Advisors New York	$21.4M	+$2.22M	1	0.03%	Increased
25	Geode Capital Management Boston, Massachusetts	$21.1M	+$386K	1	0.01%	Increased