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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	$0	1	40.17%	Maintained
2	DMC Deer Management Company Larchmont, New York	$1B	+$1.12B	1	25.69%	New
3	BlackRock New York	$626M	+$60.6M	3	0.02%	Increased
4	Vanguard Group Malvern, Pennsylvania	$420M	+$39.1M	3	0.01%	Increased
5	SG StepStone Group La Jolla, California	$214M	$0	1	12.21%	Maintained
6	State Street Boston, Massachusetts	$208M	+$50.2M	3	0.01%	Increased
7	AL ACME LLC San Francisco, California	$204M	$0	1	37.62%	Maintained
8	SPH Steel Partners Holdings New York	$185M	$0	1	39.47%	Maintained
9	Magnetar Financial Evanston, Illinois	$130M	+$2.37M	1	1.31%	Increased
10	AAM Alpine Associates Management Palm Beach, Florida	$122M	+$2.31M	1	4.56%	Increased
11	GAMCO Investors Greenwich, Connecticut	$114M	-$1.99M	1	0.98%	Reduced
12	CPX Canaan Partners X Menlo Park, California	$114M	-$38.5M	1	44.55%	Reduced
13	VCM Vector Capital Management San Francisco, California	$98.6M	-$67.2M	1	19.09%	Reduced
14	MAM Melqart Asset Management London, United Kingdom	$95.8M	+$134K	1	4.86%	Increased
15	LSCM Light Street Capital Management Palo Alto, California	$88.6M	+$16.3M	2	5.3%	Increased
16	DOFI DCVC Opportunity Fund II Palo Alto, California	$88.5M	+$99M	1	44.33%	New
17	Fidelity International Hamilton, Bermuda	$88.2M	+$1.79M	1	0.09%	Increased
18	Geode Capital Management Boston, Massachusetts	$85.1M	+$20M	4	0.01%	Increased
19	CLC Charles-Lim Capital Central, Hong Kong	$79.8M	+$89.3M	1	6.15%	New
20	Dimensional Fund Advisors Austin, Texas	$79.2M	-$525K	1	0.02%	Reduced
21	Gabelli Funds Rye, New York	$71.8M	-$550K	1	0.45%	Reduced
22	LM Lockheed Martin Bethesda, Maryland	$71.1M	+$79.6M	1	53.98%	New
23	VI Versor Investments New York	$65.3M	+$16.8M	1	1.97%	Increased
24	WCMNY Westchester Capital Management (New York) Valhalla, New York	$64.9M	-$904K	1	1.85%	Reduced
25	Bank of New York Mellon New York	$63.8M	+$9.59M	3	0.01%	Increased