← 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	$590M	+$3.83M	2	0.02%	Increased
2	Vanguard Group Malvern, Pennsylvania	$386M	+$23.4M	1	0.01%	Increased
3	SPH Steel Partners Holdings New York	$191M	$0	1	48.87%	Maintained
4	State Street Boston, Massachusetts	$168M	+$6.44M	1	0.01%	Increased
5	Fidelity International Hamilton, Bermuda	$152M	+$8.18M	1	0.16%	Increased
6	Magnetar Financial Evanston, Illinois	$131M	-$19.2M	2	1.24%	Reduced
7	GAMCO Investors Greenwich, Connecticut	$123M	-$12.4M	1	1.05%	Reduced
8	AAM Alpine Associates Management Palm Beach, Florida	$110M	+$42.9M	1	3.01%	Increased
9	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$104M	+$35.2M	1	0.52%	Increased
10	Dimensional Fund Advisors Austin, Texas	$83.6M	-$108K	1	0.03%	Reduced
11	Gabelli Funds Rye, New York	$77.4M	-$6.88M	1	0.49%	Reduced
12	WCMNY Westchester Capital Management (New York) Valhalla, New York	$63.8M	+$30.9M	1	1.48%	Increased
13	Davidson Kempner Capital Management New York	$63M	+$1.29M	2	0.49%	Increased
14	Geode Capital Management Boston, Massachusetts	$59M	+$3.19M	2	0.01%	Increased
15	Millennium Management New York	$58.2M	+$7.53M	2	0.04%	Increased
16	Bank of New York Mellon New York	$56.1M	-$4.66M	2	0.01%	Reduced
17	VI Versor Investments New York	$50.4M	-$8.96M	1	1.77%	Reduced
18	Goldman Sachs New York	$46.9M	+$8.5M	1	0.01%	Increased
19	Bank of America Charlotte, North Carolina	$45.1M	+$9.71M	3	0%	Increased
20	Morgan Stanley New York	$44.5M	-$15.4M	3	0.01%	Reduced
21	MAM Melqart Asset Management London, United Kingdom	$44.5M	+$44.2M	1	2%	New
22	Northern Trust Chicago, Illinois	$41.7M	-$468K	1	0.01%	Reduced
23	Alpha Wave Global New York	$41.4M	+$14.5M	1	2.64%	Increased
24	SCC Spring Creek Capital Wichita, Kansas	$38.4M	-$13.1M	1	1.91%	Reduced
25	LSCM Light Street Capital Management Palo Alto, California	$37M	-$3.23M	1	1.61%	Reduced