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Space Economy

The space economy has shifted from government programmes to commercial launch, satellite services, and data sold back to Earth. Falling launch costs have made businesses viable that could not previously close a business case.

64 stocks

Earth Observation Launch Services Satellite Communications

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1	Alphabet Inc Mountain View, California	$96.1B	+$93.6B	3	97.03%	Increased
2	Valor Management Chicago, Illinois	$86B	+$85.5B	1	99.79%	New
3	Fidelity Investments Boston, Massachusetts	$55.4B	+$49.4B	40	2.41%	Increased
4	VY Capital Management Company Dubai, United Arab Emirates	$46.4B	+$46.2B	1	98.91%	New
5	BlackRock New York	$40.4B	+$9.32B	42	0.6%	Increased
6	State Street Boston, Massachusetts	$32.1B	+$2.43B	36	0.95%	Increased
7	Gigafund Management Company Austin, Texas	$29.4B	+$29.2B	1	99.76%	New
8	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$26.3B	+$26.2B	1	69.48%	New
9	BAMCO Inc New York	$25.1B	+$24.9B	6	37.67%	Increased
10	Vanguard Capital Management Malvern, Pennsylvania	$24.7B	+$5.05B	38	0.53%	Increased
11	D1 Capital Partners New York	$21.5B	+$21.4B	1	61.91%	New
12	Nvidia Corp Santa Clara, California	$21B	+$20.9B	1	33.06%	New
13	SC US (TTGP) Menlo Park, California	$20.9B	+$20.8B	1	65.64%	New
14	Capricorn Investment Group Palo Alto, California	$20.8B	+$20.5B	2	92.37%	Increased
15	DCP Darsana Capital Partners New York	$17.8B	+$17B	2	80.13%	Increased
16	Vanguard Portfolio Management Malvern, Pennsylvania	$14.8B	+$2.35B	31	0.67%	Increased
17	AH Capital Management Menlo Park, California	$12.8B	+$12.7B	1	89.97%	New
18	Geode Capital Management Boston, Massachusetts	$10.5B	+$2.41B	38	0.56%	Increased
19	Baillie Gifford & Co Edinburgh, United Kingdom	$9.86B	+$7.94B	4	8.94%	Increased
20	Morgan Stanley New York	$9.52B	+$2.88B	48	0.5%	Increased
21	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$8.66B	+$8.61B	1	54.89%	New
22	K5 Global Advisor Miami Beach, Florida	$6.59B	+$6.56B	1	99.99%	New
23	Invesco Atlanta, Georgia	$6.29B	+$2.4B	32	0.5%	Increased
24	Charles Schwab San Francisco, California	$6.04B	+$622M	31	0.8%	Increased
25	JP Morgan Chase New York	$5.8B	+$2.37B	38	0.32%	Increased