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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
26	Morgan Stanley New York	$578M	+$40.9M	17	0.22%	Increased
27	Macquarie Group Sydney, NSW 2000, Australia	$561M	+$22.5M	5	1.2%	Increased
28	Fidelity Investments Boston, Massachusetts	$560M	+$19.7M	12	0.08%	Increased
29	Veritas Asset Management London, United Kingdom	$542M	-$77.5M	1	8.65%	Reduced
30	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$532M	-$1.42M	2	1.44%	Reduced
31	Managed Account Advisors Jersey City, New Jersey	$530M	+$39.1M	6	0.59%	Increased
32	JP Morgan Chase New York	$526M	+$21.6M	9	0.12%	Increased
33	Capital International Investors Los Angeles, California	$466M	+$140M	2	1.14%	Increased
34	AL AJO LP Philadelphia, Pennsylvania	$466M	-$2.93M	3	2.06%	Reduced
35	Wells Fargo San Francisco, California	$463M	+$10.8M	17	0.19%	Increased
36	Deutsche Bank Frankfurt Am Main Ge, Germany	$452M	+$49.2M	15	0.28%	Increased
37	TIAA CREF Investment Management New York	$450M	-$23.9M	14	0.32%	Reduced
38	Royal Bank of Canada Toronto, Ontario, Canada	$450M	+$85M	14	0.31%	Increased
39	Goldman Sachs New York	$443M	-$86.6M	13	0.14%	Reduced
40	BlackRock Investment Management Wilmington, Delaware	$431M	-$14.7M	15	0.6%	Reduced
41	T. Rowe Price Associates Baltimore, Maryland	$429M	+$124M	11	0.09%	Increased
42	AIG American International Group New York	$420M	-$3.7M	15	1.85%	Reduced
43	Ruffer LLP London, United Kingdom	$406M	-$13.9M	1	14.54%	Reduced
44	Legal & General Group London, United Kingdom	$405M	-$15.1M	14	0.49%	Reduced
45	AllianceBernstein Nashville, Tennessee	$393M	+$59.9M	13	0.33%	Increased
46	Columbia Wanger Asset Management Chicago, Illinois	$391M	+$1.13M	3	1.8%	Increased
47	Bank of Montreal Toronto, Ontario, Canada	$387M	+$42.2M	12	0.44%	Increased
48	AQR Capital Management Greenwich, Connecticut	$363M	+$25.8M	11	1%	Increased
49	Charles Schwab San Francisco, California	$361M	+$11.2M	14	0.59%	Increased
50	California Public Employees Retirement System Sacramento, California	$353M	+$3.73M	13	0.49%	Increased