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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
26
Fidelity Investments
Fidelity Investments
Massachusetts
$524M -$13M 12 0.07% Reduced
27
Boston Partners
Boston Partners
Massachusetts
$520M +$134M 3 0.87% Increased
28
Goldman Sachs
Goldman Sachs
New York
$512M -$72.1M 13 0.16% Reduced
29
Morgan Stanley
Morgan Stanley
New York
$497M -$55.9M 16 0.19% Reduced
30
Macquarie Group
Macquarie Group
Australia
$489M +$1.84M 5 1.09% Increased
31
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$469M +$44.5M 2 1.29% Increased
32
Acadian Asset Management
Acadian Asset Management
Massachusetts
$462M -$219M 4 2.25% Reduced
33
JP Morgan Chase
JP Morgan Chase
New York
$460M -$10.7M 9 0.12% Reduced
34
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$444M -$36.8M 14 0.31% Reduced
35
Managed Account Advisors
Managed Account Advisors
New Jersey
$440M -$13.8M 8 0.53% Reduced
36
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$424M -$3.08M 2 1.7% Reduced
37
AL
AJO LP
Pennsylvania
$421M -$13.2M 2 1.81% Reduced
38
BlackRock Investment Management
BlackRock Investment Management
Delaware
$411M +$10.3M 15 0.55% Increased
39
Wells Fargo
Wells Fargo
California
$410M -$29.9M 17 0.17% Reduced
40
Legal & General Group
Legal & General Group
United Kingdom
$379M -$11.9M 6 0.44% Reduced
41
AIG
American International Group
New York
$377M +$16.2M 15 1.66% Increased
42
Deutsche Bank
Deutsche Bank
Germany
$375M -$147M 15 0.26% Reduced
43
Ruffer LLP
Ruffer LLP
United Kingdom
$369M +$328K 1 11.98% Increased
44
Prudential Financial
Prudential Financial
New Jersey
$344M +$28M 11 0.61% Increased
45
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$331M -$20.4M 13 0.22% Reduced
46
California Public Employees Retirement System
California Public Employees Retirement System
California
$324M +$1.05M 13 0.44% Increased
47
Charles Schwab
Charles Schwab
California
$323M +$9.41M 14 0.54% Increased
48
AQR Capital Management
AQR Capital Management
Connecticut
$312M -$49.5M 8 0.84% Reduced
49
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$310M +$8.21M 11 0.07% Increased
50
Bank of Montreal
Bank of Montreal
Ontario, Canada
$309M +$4.74M 13 0.35% Increased