← 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
BlackRock
New York
$410M -$31.6M 1 0.02% Reduced
2
Vanguard Group
Vanguard Group
Pennsylvania
$299M +$14.1M 1 0.01% Increased
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$268M +$12.5M 1 0.04% Increased
4
SPH
Steel Partners Holdings
New York
$148M $0 1 63% Maintained
5
GAMCO Investors
GAMCO Investors
Connecticut
$140M -$2.16M 1 1.07% Reduced
6
Wellington Management Group
Wellington Management Group
Massachusetts
$137M +$10.6M 1 0.03% Increased
7
State Street
State Street
Massachusetts
$126M +$14.1M 1 0.01% Increased
8
Capital Research Global Investors
Capital Research Global Investors
California
$116M +$39.2M 1 0.04% Increased
9
Gabelli Funds
Gabelli Funds
New York
$95.3M -$184K 1 0.6% Reduced
10
NSCM
New South Capital Management
Tennessee
$78.4M -$15.4M 1 2.27% Reduced
11
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$77.9M -$10.1M 1 0.03% Reduced
12
Eagle Asset Management
Eagle Asset Management
Florida
$75.9M +$546K 1 0.4% Increased
13
Goldman Sachs
Goldman Sachs
New York
$70.6M +$29.4M 1 0.02% Increased
14
Victory Capital Management
Victory Capital Management
Texas
$68.7M -$4.86M 1 0.16% Reduced
15
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$68.5M -$10.2M 1 0.48% Reduced
16
Bank of New York Mellon
Bank of New York Mellon
New York
$59.6M -$5.64M 1 0.02% Reduced
17
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$55.5M +$50.1M 1 0.13% Increased
18
Ameriprise
Ameriprise
Minnesota
$43.5M -$1.04M 1 0.02% Reduced
19
TA
Teton Advisors
New York
$39.8M $0 1 3.93% Maintained
20
ClearBridge Investments
ClearBridge Investments
New York
$37.5M +$38.8M 1 0.03% New
21
Northern Trust
Northern Trust
Illinois
$33.3M -$84.5K 1 0.01% Reduced
22
Renaissance Technologies
Renaissance Technologies
New York
$32.9M +$1.44M 1 0.03% Increased
23
Geode Capital Management
Geode Capital Management
Massachusetts
$29.1M +$2.12M 1 0.01% Increased
24
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$26.3M -$96.8K 1 0.28% Reduced
25
Reinhart Partners
Reinhart Partners
Wisconsin
$25M -$2.69M 1 2.33% Reduced