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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	Vanguard Group Malvern, Pennsylvania	$1.42B	-$8.5M	1	0.02%	Reduced
2	BlackRock New York	$814M	-$216M	1	0.02%	Reduced
3	VS VK Services Menlo Park, California	$763M	$0	1	99.06%	Maintained
4	Bank of America Charlotte, North Carolina	$483M	+$69.6M	1	0.04%	Increased
5	Capital World Investors Los Angeles, California	$473M	+$324M	1	0.07%	New
6	D.E. Shaw & Co New York	$411M	-$52.8M	1	0.29%	Reduced
7	State Street Boston, Massachusetts	$390M	-$84M	1	0.01%	Reduced
8	DMC Deer Management Company Larchmont, New York	$292M	$0	1	23.23%	Maintained
9	Geode Capital Management Boston, Massachusetts	$250M	-$37.5M	1	0.02%	Reduced
10	UBS Group Zurich, Switzerland	$239M	+$55.4M	1	0.04%	Increased
11	Invesco Atlanta, Georgia	$223M	+$61.3M	1	0.04%	Increased
12	JP Morgan Chase New York	$200M	+$80.9M	1	0.01%	Increased
13	Norges Bank Oslo, Norway	$165M	+$14.4M	1	0.02%	Increased
14	Baillie Gifford & Co Edinburgh, United Kingdom	$157M	+$107M	1	0.12%	New
15	Fidelity Investments Boston, Massachusetts	$132M	-$64.5M	1	0.01%	Reduced
16	Morgan Stanley New York	$124M	-$6.27M	1	0.01%	Reduced
17	DOFI DCVC Opportunity Fund II Palo Alto, California	$95.3M	-$17.7M	1	82.65%	Reduced
18	ARK Investment Management St. Petersburg, Florida	$88.4M	+$81.4K	1	0.65%	Increased
19	Westfield Capital Management Boston, Massachusetts	$84.6M	-$5.42M	1	0.35%	Reduced
20	American Century Companies Kansas City, Missouri	$80.5M	+$3.23M	1	0.04%	Increased
21	Charles Schwab San Francisco, California	$79.2M	-$15.8M	1	0.01%	Reduced
22	Voloridge Investment Management Jupiter, Florida	$78.8M	-$20.3M	1	0.29%	Reduced
23	Royal Bank of Canada Toronto, Ontario, Canada	$78.8M	+$1.81M	1	0.01%	Increased
24	BNP Paribas Financial Markets Paris, France	$75.6M	+$9.49M	1	0.04%	Increased
25	Marex Group London,	$74.4M	+$46M	1	0.65%	Increased