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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	$368M	-$86.2M	1	80.88%	Reduced
2	DMC Deer Management Company Larchmont, New York	$357M	-$24.7M	1	56.63%	Reduced
3	Vanguard Group Malvern, Pennsylvania	$346M	+$25.7M	1	0.01%	Increased
4	BlackRock New York	$290M	+$15.9M	1	0.01%	Increased
5	State Street Boston, Massachusetts	$161M	-$3.03M	1	0.01%	Reduced
6	Geode Capital Management Boston, Massachusetts	$80.3M	+$5.37M	1	0.01%	Increased
7	DOFI DCVC Opportunity Fund II Palo Alto, California	$70.1M	$0	1	71.97%	Maintained
8	ARK Investment Management St. Petersburg, Florida	$54.5M	-$4.23M	1	0.5%	Reduced
9	D.E. Shaw & Co New York	$48.3M	+$29.9M	1	0.04%	Increased
10	Bank of America Charlotte, North Carolina	$36.8M	+$4.87M	1	0%	Increased
11	Dimensional Fund Advisors Austin, Texas	$34.9M	-$532K	1	0.01%	Reduced
12	Citadel Advisors Miami, Florida	$30.7M	+$4.76M	1	0.01%	Increased
13	Goldman Sachs New York	$28.8M	+$10.3M	1	0%	Increased
14	Northern Trust Chicago, Illinois	$28.7M	+$3.42M	1	0%	Increased
15	American Century Companies Kansas City, Missouri	$28.6M	+$485K	1	0.02%	Increased
16	DCI Data Collective IV Palo Alto, California	$28.5M	$0	1	17.44%	Maintained
17	Charles Schwab San Francisco, California	$28M	+$3.23M	1	0.01%	Increased
18	UBS Group Zurich, Switzerland	$27.5M	-$592K	1	0.01%	Reduced
19	Morgan Stanley New York	$24.7M	-$3.56M	1	0%	Reduced
20	Royal Bank of Canada Toronto, Ontario, Canada	$21.6M	-$1.7M	1	0%	Reduced
21	Barclays London, United Kingdom	$21.3M	-$3.4M	1	0.01%	Reduced
22	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$19.8M	-$527K	1	0.01%	Reduced
23	Nikko Asset Management Americas New York	$19.8M	-$527K	1	0.22%	Reduced
24	Millennium Management New York	$19M	+$4.53M	1	0.01%	Increased
25	SG StepStone Group La Jolla, California	$18.8M	-$38.1M	1	6.88%	Reduced