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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	$833M	-$107M	1	42.69%	Reduced
2	BlackRock New York	$592M	+$82.1M	3	0.02%	Increased
3	DMC Deer Management Company Larchmont, New York	$590M	-$75.8M	1	20.37%	Reduced
4	Vanguard Group Malvern, Pennsylvania	$513M	+$195M	3	0.01%	Increased
5	State Street Boston, Massachusetts	$294M	+$148M	3	0.01%	Increased
6	Millennium Management New York	$194M	+$163M	4	0.1%	Increased
7	SPH Steel Partners Holdings New York	$155M	$0	1	34.92%	Maintained
8	AL ACME LLC San Francisco, California	$114M	$0	1	37.11%	Maintained
9	GAMCO Investors Greenwich, Connecticut	$107M	+$10.5M	1	0.96%	Increased
10	SG StepStone Group La Jolla, California	$98.8M	-$48M	1	7.37%	Reduced
11	NI Nuance Investments Kansas City, Missouri	$92.5M	+$51M	1	1.66%	Increased
12	Morgan Stanley New York	$81.3M	+$43.7M	4	0.01%	Increased
13	VCM Vector Capital Management San Francisco, California	$77.5M	+$14.8M	1	17.22%	Increased
14	Geode Capital Management Boston, Massachusetts	$68M	+$2.31M	4	0.01%	Increased
15	Gabelli Funds Rye, New York	$67.3M	+$6.98M	1	0.44%	Increased
16	Dimensional Fund Advisors Austin, Texas	$66.5M	-$95.6K	1	0.02%	Reduced
17	DOFI DCVC Opportunity Fund II Palo Alto, California	$58M	$0	1	64.65%	Maintained
18	Reinhart Partners Mequon, Wisconsin	$55.1M	+$55.8M	1	2.67%	New
19	Bank of New York Mellon New York	$52.8M	+$2.35M	3	0.01%	Increased
20	LM Lockheed Martin Bethesda, Maryland	$46.6M	$0	1	25.31%	Maintained
21	LSCM Light Street Capital Management Palo Alto, California	$42.3M	-$13.5M	2	2.74%	Reduced
22	Two Sigma Advisers New York	$40.7M	+$31M	2	0.11%	Increased
23	Charles Schwab San Francisco, California	$40.4M	+$4.01M	3	0.01%	Increased
24	American Century Companies Kansas City, Missouri	$37.3M	+$20.5M	2	0.03%	Increased
25	Balyasny Asset Management Chicago, Illinois	$36.2M	+$30.3M	3	0.11%	Increased