← 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	$345M	+$9.24M	1	0.02%	Increased
2	Vanguard Group Malvern, Pennsylvania	$235M	+$69M	1	0.01%	Increased
3	GAMCO Investors Greenwich, Connecticut	$136M	-$3.65M	1	0.85%	Reduced
4	NSCM New South Capital Management Memphis, Tennessee	$136M	-$12.2M	1	3.15%	Reduced
5	SPH Steel Partners Holdings New York	$130M	$0	1	51.96%	Maintained
6	T. Rowe Price Associates Baltimore, Maryland	$102M	+$21.3M	1	0.02%	Increased
7	State Street Boston, Massachusetts	$91.1M	+$20M	1	0.01%	Increased
8	Victory Capital Management San Antonio, Texas	$88.5M	+$3.63M	1	0.19%	Increased
9	Gabelli Funds Rye, New York	$84.7M	-$435K	1	0.49%	Reduced
10	Dimensional Fund Advisors Austin, Texas	$71.3M	+$2.12M	1	0.03%	Increased
11	Renaissance Technologies New York	$63.7M	+$82.4K	1	0.07%	Increased
12	Fidelity Investments Boston, Massachusetts	$50.9M	-$7.37M	1	0.01%	Reduced
13	Bank of New York Mellon New York	$50.2M	+$3.28M	1	0.01%	Increased
14	Wells Fargo San Francisco, California	$48.7M	+$4.16M	1	0.01%	Increased
15	TA Teton Advisors Rye, New York	$34.9M	-$301K	1	3.21%	Reduced
16	KCM Kingstown Capital Management New York	$31.2M	$0	1	3.67%	Maintained
17	Northern Trust Chicago, Illinois	$27.6M	-$598K	1	0.01%	Reduced
18	WAM Winslow Asset Management Beachwood, Ohio	$24.9M	-$644K	1	4.59%	Reduced
19	Rothschild & Co Asset Management US Stamford, Connecticut	$23.7M	-$5.32M	1	0.25%	Reduced
20	Scout Investments Kansas City, Missouri	$23.7M	+$1.53M	1	0.58%	Increased
21	Royce & Associates New York	$23.7M	-$302K	1	0.16%	Reduced
22	Prudential plc London, England, United Kingdom	$19.4M	-$1.53M	1	0.06%	Reduced
23	Geode Capital Management Boston, Massachusetts	$18.9M	+$51.7K	1	0.01%	Increased
24	Principal Financial Group Des Moines, Iowa	$18.8M	+$785K	1	0.02%	Increased
25	Lord, Abbett & Co Jersey City, New Jersey	$17.4M	+$6.02M	1	0.05%	Increased