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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	Managed Account Advisors Jersey City, New Jersey	$668M	+$93M	7	0.66%	Increased
27	Janus Henderson Investors US Denver, Colorado	$667M	-$37M	3	0.57%	Reduced
28	Fidelity Investments Boston, Massachusetts	$639M	+$31.6M	12	0.08%	Increased
29	Macquarie Group Sydney, NSW 2000, Australia	$630M	+$7.24M	5	1.3%	Increased
30	Morgan Stanley New York	$590M	-$20.1M	17	0.22%	Reduced
31	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$574M	+$11.9M	2	1.52%	Increased
32	Allianz Asset Management Munich, Germany	$535M	-$393M	6	0.6%	Reduced
33	American Century Companies Kansas City, Missouri	$524M	+$237M	4	0.59%	Increased
34	AQR Capital Management Greenwich, Connecticut	$522M	+$122M	9	1.09%	Increased
35	Wells Fargo San Francisco, California	$519M	+$23.2M	17	0.2%	Increased
36	Goldman Sachs New York	$505M	+$29.8M	13	0.16%	Increased
37	JP Morgan Chase New York	$498M	-$72.3M	10	0.11%	Reduced
38	BlackRock Investment Management Wilmington, Delaware	$464M	-$2.09M	15	0.61%	Reduced
39	TIAA CREF Investment Management New York	$451M	-$24.8M	14	0.32%	Reduced
40	Royal Bank of Canada Toronto, Ontario, Canada	$437M	-$35.3M	14	0.28%	Reduced
41	T. Rowe Price Associates Baltimore, Maryland	$423M	-$8.25M	10	0.09%	Reduced
42	Legal & General Group London, United Kingdom	$416M	-$15.4M	14	0.49%	Reduced
43	California Public Employees Retirement System Sacramento, California	$398M	+$18.1M	14	0.55%	Increased
44	BC Brahman Capital New York	$383M	+$107M	1	10.89%	Increased
45	Ruffer LLP London, United Kingdom	$375M	-$51.1M	1	12.3%	Reduced
46	Columbia Wanger Asset Management Chicago, Illinois	$355M	-$33.2M	3	1.76%	Reduced
47	AIG American International Group New York	$353M	-$85.8M	14	1.53%	Reduced
48	AL AJO LP Philadelphia, Pennsylvania	$351M	-$148M	2	1.48%	Reduced
49	Bank of Montreal Toronto, Ontario, Canada	$346M	-$75.6M	12	0.39%	Reduced
50	Charles Schwab San Francisco, California	$341M	-$44.6M	14	0.51%	Reduced