← All themes Space Economy

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	$850M	+$11M	3	0.02%	Increased
2	Vanguard Group Malvern, Pennsylvania	$605M	-$4.25M	3	0.01%	Reduced
3	VS VK Services Menlo Park, California	$449M	$0	1	50.97%	Maintained
4	DMC Deer Management Company Larchmont, New York	$293M	-$37.4M	1	26.41%	Reduced
5	State Street Boston, Massachusetts	$291M	-$10.3M	3	0.02%	Reduced
6	Pentwater Capital Management Naples, Florida	$198M	+$23.6M	1	1.36%	Increased
7	SPH Steel Partners Holdings New York	$197M	$0	1	33.81%	Maintained
8	Fidelity International Hamilton, Bermuda	$177M	+$181K	1	0.2%	Increased
9	Barclays London, United Kingdom	$155M	+$40M	2	0.1%	Increased
10	GAMCO Investors Greenwich, Connecticut	$133M	-$11.8M	1	1.4%	Reduced
11	Geode Capital Management Boston, Massachusetts	$113M	+$5.9M	3	0.01%	Increased
12	AAM Alpine Associates Management Palm Beach, Florida	$110M	-$6.47M	1	4.97%	Reduced
13	WCMNY Westchester Capital Management (New York) Valhalla, New York	$107M	+$20.9M	1	3.35%	Increased
14	KC Kryger Capital London, United Kingdom	$103M	+$14.9M	1	10.54%	Increased
15	Dimensional Fund Advisors Austin, Texas	$93.1M	-$3.1M	1	0.03%	Reduced
16	Magnetar Financial Evanston, Illinois	$92.8M	-$364K	1	2.04%	Reduced
17	Gabelli Funds Rye, New York	$81.5M	-$10.7M	1	0.62%	Reduced
18	SG StepStone Group La Jolla, California	$73.2M	-$327K	1	13.54%	Reduced
19	NI Nuance Investments Kansas City, Missouri	$63.4M	-$19.8M	1	1.36%	Reduced
20	WIC Water Island Capital New York	$62.9M	+$1.36M	1	5.38%	Increased
21	Northern Trust Chicago, Illinois	$60.7M	+$3.11M	3	0.01%	Increased
22	VCM Vector Capital Management San Francisco, California	$57.7M	$0	1	18.65%	Maintained
23	PAM PSquared Asset Management Zurich, Switzerland	$55.8M	+$35.1M	1	6.55%	Increased
24	CC Carlson Capital Dallas, Texas	$55.7M	+$19.4M	1	4.77%	Increased
25	Charles Schwab San Francisco, California	$52.6M	+$1.29M	3	0.02%	Increased