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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	$413M	$0	1	62.67%	Maintained
2	DMC Deer Management Company Larchmont, New York	$225M	$0	1	29.15%	Maintained
3	Vanguard Group Malvern, Pennsylvania	$148M	+$2.11M	2	0%	Increased
4	BlackRock New York	$137M	+$8.9M	2	0%	Increased
5	State Street Boston, Massachusetts	$103M	+$9.35M	2	0.01%	Increased
6	VCM Vector Capital Management San Francisco, California	$53.2M	$0	1	27.92%	Maintained
7	SG StepStone Group La Jolla, California	$45.4M	$0	1	8.17%	Maintained
8	DOFI DCVC Opportunity Fund II Palo Alto, California	$39.8M	+$32.5M	1	49.26%	New
9	Geode Capital Management Boston, Massachusetts	$34.3M	+$1.38M	2	0%	Increased
10	Citadel Advisors Miami, Florida	$27M	+$13M	2	0.01%	Increased
11	ARK Investment Management St. Petersburg, Florida	$24.4M	-$394K	1	0.14%	Reduced
12	American Century Companies Kansas City, Missouri	$18.4M	-$1.73M	1	0.01%	Reduced
13	Dimensional Fund Advisors Austin, Texas	$17.1M	+$8.24M	1	0.01%	Increased
14	DCI Data Collective IV Palo Alto, California	$16.2M	$0	1	13.4%	Maintained
15	Morgan Stanley New York	$13.8M	+$2.76M	2	0%	Increased
16	Northern Trust Chicago, Illinois	$13.8M	-$275K	2	0%	Reduced
17	Charles Schwab San Francisco, California	$11.5M	+$109K	1	0%	Increased
18	Bank of America Charlotte, North Carolina	$11M	+$3.86M	2	0%	Increased
19	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$8.08M	-$636K	1	0.01%	Reduced
20	Nikko Asset Management Americas New York	$8.07M	-$636K	1	0.08%	Reduced
21	Bank of New York Mellon New York	$8.05M	+$179K	1	0%	Increased
22	Susquehanna International Group Bala Cynwyd, Pennsylvania	$6.44M	+$1.02M	2	0%	Increased
23	Group One Trading Chicago, Illinois	$6.33M	+$3M	2	0.02%	Increased
24	Harvard Management Company Boston, Massachusetts	$5.53M	$0	1	0.47%	Maintained
25	VOYA Investment Management Atlanta, Georgia	$5.36M	-$567K	1	0.01%	Reduced