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
| $807M | -$15.8M | 3 | 0.03% | Reduced |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $559M | +$14.6M | 4 | 0.02% | Increased |
|
| 3 |
VS
VK Services
Menlo Park,
California
| $282M | $0 | 1 | 49.62% | Maintained |
|
| 4 |
State Street
Boston,
Massachusetts
| $259M | -$5.13M | 3 | 0.02% | Reduced |
|
| 5 |
DMC
Deer Management Company
Larchmont,
New York
| $215M | -$35.6M | 1 | 19.79% | Reduced |
|
| 6 |
SPH
Steel Partners Holdings
New York
| $201M | -$17.4M | 1 | 37.13% | Reduced |
|
| 7 |
GAMCO Investors
Greenwich,
Connecticut
| $164M | -$1.82M | 1 | 1.77% | Reduced |
|
| 8 |
NI
Nuance Investments
Kansas City,
Missouri
| $143M | +$63.9M | 1 | 3% | Increased |
|
| 9 |
UBS AM
Chicago,
Illinois
| $143M | +$107M | 2 | 0.07% | Increased |
|
| 10 |
Magnetar Financial
Evanston,
Illinois
| $101M | +$89.7M | 1 | 1.72% | New |
|
| 11 |
Gabelli Funds
Rye,
New York
| $99M | -$6.43M | 1 | 0.77% | Reduced |
|
| 12 |
Geode Capital Management
Boston,
Massachusetts
| $94.6M | +$3.06M | 4 | 0.01% | Increased |
|
| 13 |
Millennium Management
New York
| $92.2M | -$58.7M | 3 | 0.05% | Reduced |
|
| 14 |
Reinhart Partners
Mequon,
Wisconsin
| $74.8M | -$1.26M | 1 | 4.05% | Reduced |
|
| 15 |
Bank of New York Mellon
New York
| $69.5M | -$1.46M | 3 | 0.02% | Reduced |
|
| 16 |
Balyasny Asset Management
Chicago,
Illinois
| $56.5M | +$48.5M | 3 | 0.15% | Increased |
|
| 17 |
UBS Group
Zurich,
Switzerland
| $54.3M | -$11.8M | 4 | 0.02% | Reduced |
|
| 18 |
Northern Trust
Chicago,
Illinois
| $52.6M | +$609K | 3 | 0.01% | Increased |
|
| 19 |
WIC
Water Island Capital
New York
| $48.2M | +$10.5M | 1 | 3.89% | Increased |
|
| 20 |
Charles Schwab
San Francisco,
California
| $48.1M | +$155K | 3 | 0.02% | Increased |
|
| 21 |
Elliott Investment Management
West Palm Beach,
Florida
| $47.4M | -$107M | 1 | 0.39% | Reduced |
|
| 22 |
Janus Henderson Group
London,
| $47.1M | +$39.6M | 2 | 0.03% | Increased |
|
| 23 |
SG
StepStone Group
La Jolla,
California
| $46.3M | $0 | 1 | 6.04% | Maintained |
|
| 24 |
ClearBridge Investments
New York
| $42.4M | +$364K | 1 | 0.04% | Increased |
|
| 25 |
OCAM
Owl Creek Asset Management
New York
| $42M | -$25.1M | 1 | 1.41% | Reduced |
|