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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
226
CC
Carlson Capital
Texas
$39.1M -$27.7M 2 0.43% Reduced
227
Coatue Management
Coatue Management
New York
$38.9M $0 1 0.48% Maintained
228
Confluence Investment Management
Confluence Investment Management
Missouri
$38.1M +$2.49M 1 1.75% Increased
229
Arizona State Retirement System
Arizona State Retirement System
Arizona
$37.5M -$6.45M 7 0.45% Reduced
230
BUB
BBVA USA Bancshares
Texas
$37.2M -$529K 3 1.62% Reduced
231
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$36.2M +$2.16M 1 1.98% Increased
232
SEI Trust Company
SEI Trust Company
Pennsylvania
$36M +$5.51M 5 0.35% Increased
233
Asset Management One
Asset Management One
Japan
$35.8M -$19.1M 4 0.53% Reduced
234
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$35.7M +$525K 4 3.04% Increased
235
Adage Capital Partners
Adage Capital Partners
Massachusetts
$35.5M +$6.6M 2 0.09% Increased
236
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$34.9M +$819K 1 4% Increased
237
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$34.9M +$3.43M 4 0.45% Increased
238
MP
Manikay Partners
New York
$34.6M -$6.51M 1 1.93% Reduced
239
Comerica Bank
Comerica Bank
Texas
$34.2M -$7.96M 8 0.29% Reduced
240
RHBC
R.H. Bluestein & Co
Michigan
$34.1M +$284K 3 2.03% Increased
241
TBC
Tweedy, Browne Co
Connecticut
$33.9M $0 1 0.72% Maintained
242
BA
Boston Advisors
Massachusetts
$33.7M +$5.5M 2 1.44% Increased
243
PHAM
Pacific Heights Asset Management
California
$33.4M -$8.13M 1 1.21% Reduced
244
Allstate Corporation
Allstate Corporation
Illinois
$33.3M +$13.8M 2 0.9% Increased
245
MC
MIG Capital
California
$33.3M +$3.71M 2 12.89% Increased
246
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$33.3M +$255K 1 0.87% Increased
247
CAM
ClariVest Asset Management
California
$33M +$870K 2 1.25% Increased
248
CBCM
Charter Bridge Capital Management
New York
$32.6M +$469K 3 12.83% Increased
249
KBC Group
KBC Group
Belgium
$32.6M +$16.1M 6 0.37% Increased
250
MAM
Majedie Asset Management
United Kingdom
$32.2M +$5.4M 1 7.41% Increased