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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	VS VK Services Menlo Park, California	$1.86B	+$1.38B	1	41.9%	New
2	Deer VIII & Co Larchmont, New York	$1.18B	+$980M	1	33.18%	New
3	BlackRock New York	$536M	+$6.69M	2	0.02%	Increased
4	Vanguard Group Malvern, Pennsylvania	$362M	+$17.2M	2	0.01%	Increased
5	SG StepStone Group La Jolla, California	$281M	+$210M	1	18.23%	New
6	AL ACME LLC San Francisco, California	$256M	+$300M	1	45.18%	New
7	VCM Vector Capital Management San Francisco, California	$208M	+$155M	1	24.43%	New
8	CPX Canaan Partners X Menlo Park, California	$180M	+$211M	1	51.18%	New
9	SPH Steel Partners Holdings New York	$172M	-$22.5K	1	45.59%	Reduced
10	State Street Boston, Massachusetts	$161M	+$9.33M	2	0.01%	Increased
11	Magnetar Financial Evanston, Illinois	$119M	+$44.9M	2	1.21%	Increased
12	AAM Alpine Associates Management Palm Beach, Florida	$111M	+$12.7M	1	3.61%	Increased
13	GAMCO Investors Greenwich, Connecticut	$109M	-$2.74M	1	0.96%	Reduced
14	LSCM Light Street Capital Management Palo Alto, California	$93.4M	+$63.3M	2	4.68%	Increased
15	MAM Melqart Asset Management London, United Kingdom	$89.1M	+$50.2M	1	4.26%	Increased
16	Capital Research Global Investors Los Angeles, California	$87.8M	+$66.2M	1	0.02%	New
17	Fidelity International Hamilton, Bermuda	$80.3M	-$58.6M	1	0.09%	Reduced
18	Dimensional Fund Advisors Austin, Texas	$74.2M	-$1.16M	1	0.02%	Reduced
19	Gabelli Funds Rye, New York	$67.4M	-$2.47M	1	0.45%	Reduced
20	Geode Capital Management Boston, Massachusetts	$66.1M	+$13.6M	3	0.01%	Increased
21	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$65.8M	-$28.3M	1	0.33%	Reduced
22	WCMNY Westchester Capital Management (New York) Valhalla, New York	$61.4M	+$3.9M	1	1.77%	Increased
23	Bank of America Charlotte, North Carolina	$55.1M	+$14.7M	3	0.01%	Increased
24	Millennium Management New York	$54.9M	-$5.33M	3	0.03%	Reduced
25	Bank of New York Mellon New York	$53.9M	+$7.73M	2	0.01%	Increased