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 |
Vanguard Group
Malvern,
Pennsylvania
| $922M | +$11.7M | 1 | 0.02% | Increased |
|
| 2 |
VS
VK Services
Menlo Park,
California
| $836M | -$87.8M | 1 | 98.5% | Reduced |
|
| 3 |
BlackRock
New York
| $803M | +$30M | 1 | 0.02% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $354M | -$46M | 1 | 0.01% | Reduced |
|
| 5 |
D.E. Shaw & Co
New York
| $214M | +$60.2M | 1 | 0.16% | Increased |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $211M | +$573K | 1 | 0.02% | Increased |
|
| 7 |
DMC
Deer Management Company
Larchmont,
New York
| $208M | -$500M | 1 | 16.25% | Reduced |
|
| 8 |
UBS Group
Zurich,
Switzerland
| $120M | +$33M | 1 | 0.02% | Increased |
|
| 9 |
Morgan Stanley
New York
| $110M | +$31.4M | 1 | 0.01% | Increased |
|
| 10 |
Bank of America
Charlotte,
North Carolina
| $96.7M | +$232K | 1 | 0.01% | Increased |
|
| 11 |
Fidelity Investments
Boston,
Massachusetts
| $94.1M | +$64.7M | 1 | 0.01% | Increased |
|
| 12 |
ARK Investment Management
St. Petersburg,
Florida
| $90M | -$36.2M | 1 | 0.75% | Reduced |
|
| 13 |
DOFI
DCVC Opportunity Fund II
Palo Alto,
California
| $86.3M | -$67M | 1 | 76.36% | Reduced |
|
| 14 |
JP Morgan Chase
New York
| $84.5M | +$52.9M | 1 | 0.01% | Increased |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $82.2M | +$4.94M | 1 | 0.01% | Increased |
|
| 16 |
Charles Schwab
San Francisco,
California
| $73.9M | +$419K | 1 | 0.01% | Increased |
|
| 17 |
Two Sigma Advisers
New York
| $72.6M | +$50.1M | 1 | 0.17% | New |
|
| 18 |
Goldman Sachs
New York
| $64.9M | -$7.17M | 1 | 0.01% | Reduced |
|
| 19 |
Westfield Capital Management
Boston,
Massachusetts
| $64.2M | +$44.3M | 1 | 0.28% | New |
|
| 20 |
Invesco
Atlanta,
Georgia
| $61M | +$12.2M | 1 | 0.01% | Increased |
|
| 21 |
BNP Paribas Financial Markets
Paris,
France
| $57M | +$39.3M | 1 | 0.03% | New |
|
| 22 |
American Century Companies
Kansas City,
Missouri
| $54.9M | -$13.7M | 1 | 0.03% | Reduced |
|
| 23 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $50.9M | -$3.93M | 1 | 0.01% | Reduced |
|
| 24 |
Nuveen
Charlotte,
North Carolina
| $50.9M | +$8.13M | 1 | 0.01% | Increased |
|
| 25 |
Jane Street
New York
| $47.5M | +$10.4M | 1 | 0.01% | Increased |
|