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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	$623M	-$5.74M	3	0.02%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$426M	+$14.3M	4	0.01%	Increased
3	VS VK Services Menlo Park, California	$304M	$0	1	45.32%	Maintained
4	DMC Deer Management Company Larchmont, New York	$265M	-$20.1M	1	18.58%	Reduced
5	State Street Boston, Massachusetts	$211M	-$20.6M	3	0.01%	Reduced
6	SPH Steel Partners Holdings New York	$158M	$0	1	32.79%	Maintained
7	Elliott Investment Management West Palm Beach, Florida	$120M	$0	1	1.24%	Maintained
8	GAMCO Investors Greenwich, Connecticut	$119M	+$8.59M	1	1.4%	Increased
9	Millennium Management New York	$117M	-$47.3M	4	0.07%	Reduced
10	Franklin Resources San Mateo, California	$82.2M	+$86.9M	1	0.04%	New
11	Gabelli Funds Rye, New York	$76M	+$5.47M	1	0.63%	Increased
12	Geode Capital Management Boston, Massachusetts	$71.9M	+$4.93M	4	0.01%	Increased
13	Dimensional Fund Advisors Austin, Texas	$70.1M	+$1.47M	1	0.03%	Increased
14	Phoenix Financial Givatayim, Israel	$64M	+$10.4M	1	1.41%	Increased
15	Ameriprise Minneapolis, Minnesota	$55.5M	+$9.68M	1	0.02%	Increased
16	Reinhart Partners Mequon, Wisconsin	$54.5M	-$1.44M	1	3.36%	Reduced
17	Bank of New York Mellon New York	$52.1M	-$3.07M	3	0.01%	Reduced
18	NI Nuance Investments Kansas City, Missouri	$50.9M	-$38M	1	1.13%	Reduced
19	OCAM Owl Creek Asset Management New York	$50.3M	+$21.2M	1	1.65%	Increased
20	SG StepStone Group La Jolla, California	$50M	-$99.4K	1	7.1%	Reduced
21	UBS Group Zurich, Switzerland	$48.4M	-$7.41M	3	0.02%	Reduced
22	Goldman Sachs New York	$41.8M	+$11.5M	3	0.01%	Increased
23	Northern Trust Chicago, Illinois	$40.1M	+$415K	3	0.01%	Increased
24	VCM Vector Capital Management San Francisco, California	$39.2M	$0	1	12.5%	Maintained
25	Jacobs Levy Equity Management Florham Park, New Jersey	$37.4M	+$3.64M	2	0.3%	Increased