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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	$327M	$0	1	43.63%	Maintained
2	DMC Deer Management Company Larchmont, New York	$178M	-$49.5M	1	21.75%	Reduced
3	Vanguard Group Malvern, Pennsylvania	$115M	-$445M	2	0%	Reduced
4	BlackRock New York	$99.7M	-$713M	2	0%	Reduced
5	State Street Boston, Massachusetts	$72.9M	-$191M	2	0%	Reduced
6	VCM Vector Capital Management San Francisco, California	$42.1M	$0	1	26.15%	Maintained
7	Geode Capital Management Boston, Massachusetts	$25.9M	-$77M	2	0%	Reduced
8	ARK Investment Management St. Petersburg, Florida	$19.7M	+$1.99M	1	0.15%	Increased
9	American Century Companies Kansas City, Missouri	$16.2M	+$606K	1	0.01%	Increased
10	DCI Data Collective IV Palo Alto, California	$12.8M	$0	1	12.14%	Maintained
11	ArrowMark Colorado Holdings Denver, Colorado	$12.1M	-$35.4M	1	0.15%	Reduced
12	Northern Trust Chicago, Illinois	$11.2M	-$45.3M	2	0%	Reduced
13	Charles Schwab San Francisco, California	$9.01M	-$40.3M	1	0%	Reduced
14	Citadel Advisors Miami, Florida	$8.76M	+$8.68M	2	0%	Increased
15	Morgan Stanley New York	$8.23M	-$39.3M	2	0%	Reduced
16	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$7.02M	+$918K	1	0.01%	Increased
17	Nikko Asset Management Americas New York	$7M	+$918K	1	0.08%	Increased
18	Bank of New York Mellon New York	$6.2M	-$36.5M	1	0%	Reduced
19	Dimensional Fund Advisors Austin, Texas	$5.52M	-$85.4M	1	0%	Reduced
20	Bank of America Charlotte, North Carolina	$4.98M	-$6.73M	2	0%	Reduced
21	VOYA Investment Management Atlanta, Georgia	$4.79M	-$2.1M	1	0.01%	Reduced
22	Harvard Management Company Boston, Massachusetts	$4.38M	$0	1	0.49%	Maintained
23	HAM Honeycomb Asset Management New York	$4.38M	+$6.08M	1	1.03%	New
24	Susquehanna International Group Bala Cynwyd, Pennsylvania	$4.1M	-$2.66M	2	0%	Reduced
25	Wellington Management Group Boston, Massachusetts	$3.73M	-$9.74M	1	0%	Reduced