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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
326
MPM
Meritage Portfolio Management
Kansas
$18.9M +$4.37M 3 2.06% Increased
327
ORIO
Old Republic International (ORI)
Illinois
$18.8M $0 1 1.64% Maintained
328
ELC
Edgar Lomax Company
Virginia
$18.7M +$48.8K 1 1.32% Increased
329
VAM
Visium Asset Management
New York
$18.7M +$10.7M 3 0.29% Increased
330
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$18.5M +$766K 2 2.89% Increased
331
BOK Financial
BOK Financial
Oklahoma
$18.5M +$475K 4 0.59% Increased
332
Royal London Asset Management
Royal London Asset Management
United Kingdom
$18.4M -$79.7K 2 0.42% Reduced
333
Pzena Investment Management
Pzena Investment Management
New York
$18.4M +$9.14M 1 0.1% Increased
334
VM
Valinor Management
New York
$18.4M +$8.55M 1 0.5% Increased
335
Placemark Investments
Placemark Investments
Illinois
$18.3M +$490K 4 0.33% Increased
336
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$18.2M $0 1 0.25% Maintained
337
Natixis Advisors
Natixis Advisors
Massachusetts
$18.2M -$498K 3 0.26% Reduced
338
CC
Chubb Corp
New Jersey
$17.9M $0 1 0.93% Maintained
339
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$17.9M +$199K 2 0.37% Increased
340
QI
Qualcomm Inc
California
$17.7M +$14.2M 1 1% New
341
US Bancorp
US Bancorp
Minnesota
$17.6M -$11.9K 10 0.07% Reduced
342
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$17.4M -$744K 2 0.39% Reduced
343
OAM
Oxford Asset Management
United Kingdom
$17.2M +$279K 5 0.56% Increased
344
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$17.2M +$624K 2 0.53% Increased
345
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$17.1M -$12M 4 0.05% Reduced
346
KP
Kiltearn Partners
United Kingdom
$16.8M -$42.9M 1 1.6% Reduced
347
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$16.7M +$4.68M 3 0.28% Increased
348
IIM
Ivory Investment Management
New York
$16.7M +$9.8M 1 0.47% Increased
349
LG
Leuthold Group
Minnesota
$16.6M -$15K 3 1.41% Reduced
350
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$16.4M +$72.5K 1 0.96% Increased