← 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	VS VK Services Menlo Park, California	$262M	-$50.8M	1	47.73%	Reduced
2	DMC Deer Management Company Larchmont, New York	$167M	$0	1	30.35%	Maintained
3	Vanguard Group Malvern, Pennsylvania	$120M	+$11.4M	2	0%	Increased
4	State Street Boston, Massachusetts	$103M	+$29.2M	2	0%	Increased
5	BlackRock New York	$98.4M	-$3.58M	2	0%	Reduced
6	VCM Vector Capital Management San Francisco, California	$39.5M	$0	1	34.49%	Maintained
7	SG StepStone Group La Jolla, California	$33.7M	$0	1	7.15%	Maintained
8	DOFI DCVC Opportunity Fund II Palo Alto, California	$29.6M	$0	1	41.44%	Maintained
9	Geode Capital Management Boston, Massachusetts	$26.2M	+$935K	2	0%	Increased
10	ARK Investment Management St. Petersburg, Florida	$24.3M	+$6.88M	1	0.17%	Increased
11	Citadel Advisors Miami, Florida	$19.8M	-$344K	1	0%	Reduced
12	Dimensional Fund Advisors Austin, Texas	$16.1M	+$3.8M	1	0%	Increased
13	Morgan Stanley New York	$13.3M	+$3.44M	2	0%	Increased
14	DCI Data Collective IV Palo Alto, California	$12M	$0	1	10.44%	Maintained
15	Bank of America Charlotte, North Carolina	$10.6M	+$2.76M	2	0%	Increased
16	American Century Companies Kansas City, Missouri	$10.6M	-$3.44M	1	0.01%	Reduced
17	Northern Trust Chicago, Illinois	$9.96M	-$270K	2	0%	Reduced
18	Charles Schwab San Francisco, California	$8.77M	+$235K	1	0%	Increased
19	IECM Intrinsic Edge Capital Management Chicago, Illinois	$7.91M	+$8.89M	1	0.62%	New
20	Susquehanna International Group Bala Cynwyd, Pennsylvania	$7.74M	+$3.32M	1	0%	Increased
21	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$6.95M	+$1.06M	1	0%	Increased
22	Nikko Asset Management Americas New York	$6.92M	+$1.06M	1	0.07%	Increased
23	Bank of New York Mellon New York	$5.82M	-$176K	1	0%	Reduced
24	Millennium Management New York	$5.31M	+$4.97M	1	0%	Increased
25	Tocqueville Asset Management New York	$5.28M	+$4.06M	1	0.09%	Increased