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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	$639M	+$105M	4	0.02%	Increased
2	Vanguard Group Malvern, Pennsylvania	$419M	-$2.05M	3	0.01%	Reduced
3	VS VK Services Menlo Park, California	$283M	-$169M	1	42.24%	Reduced
4	DMC Deer Management Company Larchmont, New York	$262M	-$24M	1	16.94%	Reduced
5	State Street Boston, Massachusetts	$234M	+$28.8M	3	0.01%	Increased
6	Millennium Management New York	$166M	-$23.8M	4	0.1%	Reduced
7	SPH Steel Partners Holdings New York	$160M	$0	1	33.79%	Maintained
8	Elliott Investment Management West Palm Beach, Florida	$122M	+$121M	1	1.4%	New
9	GAMCO Investors Greenwich, Connecticut	$112M	+$2.34M	1	1.23%	Increased
10	NI Nuance Investments Kansas City, Missouri	$88.1M	-$7.32M	1	1.75%	Reduced
11	Gabelli Funds Rye, New York	$71.9M	+$2.49M	1	0.55%	Increased
12	Dimensional Fund Advisors Austin, Texas	$69.8M	+$1.17M	1	0.03%	Increased
13	Geode Capital Management Boston, Massachusetts	$69.3M	+$15.4M	4	0.01%	Increased
14	Reinhart Partners Mequon, Wisconsin	$56.4M	-$168K	1	3.09%	Reduced
15	UBS Group Zurich, Switzerland	$56.3M	+$54.7M	3	0.02%	Increased
16	Bank of New York Mellon New York	$56.2M	+$5.56M	3	0.01%	Increased
17	Phoenix Financial Givatayim, Israel	$55.4M	+$55.2M	1	1.13%	New
18	Ameriprise Minneapolis, Minnesota	$47M	+$16.5M	1	0.02%	Increased
19	SG StepStone Group La Jolla, California	$46.6M	+$119K	1	4.98%	Increased
20	Northern Trust Chicago, Illinois	$40.6M	+$11.3M	3	0.01%	Increased
21	Charles Schwab San Francisco, California	$38.4M	+$4.7M	3	0.01%	Increased
22	AL ACME LLC San Francisco, California	$38.3M	$0	1	28.6%	Maintained
23	VCM Vector Capital Management San Francisco, California	$36.5M	$0	1	13.88%	Maintained
24	Two Sigma Advisers New York	$34.7M	-$6.85M	2	0.1%	Reduced
25	Jacobs Levy Equity Management Florham Park, New Jersey	$34.6M	+$22.8M	1	0.27%	Increased