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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	$570M	+$18M	2	0.02%	Increased
2	Vanguard Group Malvern, Pennsylvania	$352M	-$3.19M	1	0.01%	Reduced
3	SPH Steel Partners Holdings New York	$185M	$0	1	66.25%	Maintained
4	State Street Boston, Massachusetts	$158M	+$881K	1	0.01%	Increased
5	Magnetar Financial Evanston, Illinois	$146M	+$40.3M	3	1.41%	Increased
6	Fidelity International Hamilton, Bermuda	$140M	+$152M	1	0.16%	New
7	GAMCO Investors Greenwich, Connecticut	$132M	-$20.5M	1	1.16%	Reduced
8	Gabelli Funds Rye, New York	$82M	-$28.7M	1	0.55%	Reduced
9	Dimensional Fund Advisors Austin, Texas	$81.4M	-$734K	1	0.03%	Reduced
10	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$66.3M	+$46.4M	1	0.36%	Increased
11	ClearBridge Investments New York	$64.7M	-$2.27M	1	0.05%	Reduced
12	AAM Alpine Associates Management Palm Beach, Florida	$64.6M	+$69.9M	1	1.75%	New
13	NSCM New South Capital Management Memphis, Tennessee	$64.3M	-$249K	1	1.89%	Reduced
14	Davidson Kempner Capital Management New York	$59.7M	+$58.3M	1	0.59%	Increased
15	Bank of New York Mellon New York	$59.4M	-$37.1M	2	0.01%	Reduced
16	Morgan Stanley New York	$58.4M	+$5.04M	3	0.01%	Increased
17	VI Versor Investments New York	$57.8M	+$3.25M	1	3.45%	Increased
18	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$56.4M	+$56M	1	3.2%	Increased
19	Geode Capital Management Boston, Massachusetts	$54.3M	+$4.79M	3	0.01%	Increased
20	Millennium Management New York	$50.3M	-$45.2M	3	0.04%	Reduced
21	SCC Spring Creek Capital Wichita, Kansas	$50.3M	-$4.77M	2	2.18%	Reduced
22	Two Sigma Advisers New York	$41M	+$33.1M	1	0.11%	Increased
23	Northern Trust Chicago, Illinois	$41M	-$1.54M	1	0.01%	Reduced
24	LSCM Light Street Capital Management Palo Alto, California	$38.3M	+$43.4M	2	2.05%	New
25	Reinhart Partners Mequon, Wisconsin	$38M	-$1.58M	1	1.97%	Reduced