← 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	$250M	-$48.9M	1	60.96%	Reduced
2	DMC Deer Management Company Larchmont, New York	$196M	$0	1	40.23%	Maintained
3	Vanguard Group Malvern, Pennsylvania	$150M	+$9.33M	2	0%	Increased
4	BlackRock New York	$131M	+$13.6M	2	0%	Increased
5	State Street Boston, Massachusetts	$81.6M	-$33.4M	1	0%	Reduced
6	VCM Vector Capital Management San Francisco, California	$46.2M	$0	1	46.53%	Maintained
7	SG StepStone Group La Jolla, California	$39.4M	$0	1	7.99%	Maintained
8	Geode Capital Management Boston, Massachusetts	$35.4M	+$4.25M	2	0%	Increased
9	DOFI DCVC Opportunity Fund II Palo Alto, California	$34.6M	$0	1	52.45%	Maintained
10	ARK Investment Management St. Petersburg, Florida	$30.2M	+$1.63M	1	0.27%	Increased
11	Dimensional Fund Advisors Austin, Texas	$17.7M	-$969K	1	0%	Reduced
12	Morgan Stanley New York	$15M	-$443K	2	0%	Reduced
13	Bank of America Charlotte, North Carolina	$14.3M	+$1.65M	2	0%	Increased
14	DCI Data Collective IV Palo Alto, California	$14.1M	$0	1	9.85%	Maintained
15	UBS Group Zurich, Switzerland	$14.1M	+$9.34M	2	0%	Increased
16	American Century Companies Kansas City, Missouri	$13.7M	+$1.19M	1	0.01%	Increased
17	Barclays London, United Kingdom	$13.2M	+$9.87M	1	0%	Increased
18	Royal Bank of Canada Toronto, Ontario, Canada	$12M	+$10.4M	2	0%	Increased
19	Northern Trust Chicago, Illinois	$11.4M	-$163K	2	0%	Reduced
20	Citadel Advisors Miami, Florida	$11.4M	-$10.2M	1	0%	Reduced
21	Charles Schwab San Francisco, California	$11.3M	+$889K	1	0%	Increased
22	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$10.2M	+$1.8M	1	0.01%	Increased
23	Nikko Asset Management Americas New York	$10.2M	+$1.8M	1	0.12%	Increased
24	Tocqueville Asset Management New York	$7.48M	+$1.14M	1	0.12%	Increased
25	Jane Street New York	$6.82M	+$805K	1	0%	Increased