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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
51	Bank of Montreal Toronto, Ontario, Canada	$261M	+$98.8M	11	0.41%	Increased
52	Ruffer LLP London, United Kingdom	$253M	+$15.2M	1	11.78%	Increased
53	UBS AM Chicago, Illinois	$236M	-$11.1M	11	0.29%	Reduced
54	New York State Common Retirement Fund Albany, New York	$233M	-$21.3M	7	0.39%	Reduced
55	Epoch Investment Partners New York	$231M	+$15.7M	1	1.03%	Increased
56	Adage Capital Partners Boston, Massachusetts	$224M	+$125M	3	0.65%	Increased
57	Russell Frank Company Seattle, Washington	$219M	+$5.23M	13	0.39%	Increased
58	Marsico Capital Management Denver, Colorado	$215M	+$171M	1	1.59%	Increased
59	Principal Financial Group Des Moines, Iowa	$214M	+$9.12M	11	0.44%	Increased
60	Renaissance Technologies New York	$212M	+$47.2M	12	0.51%	Increased
61	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$212M	+$5.59M	4	0.46%	Increased
62	Wedge Capital Management Charlotte, North Carolina	$212M	-$22.7M	5	2.44%	Reduced
63	Schroder Investment Management Group London, United Kingdom	$210M	-$39.5M	4	0.51%	Reduced
64	Capital International Investors Los Angeles, California	$197M	-$16.1M	2	0.84%	Reduced
65	BlackRock New York	$197M	+$12.9M	13	0.37%	Increased
66	American Century Companies Kansas City, Missouri	$194M	-$87.7M	4	0.24%	Reduced
67	HCM Herndon Capital Management Atlanta, Georgia	$194M	+$11.5M	1	2.55%	Increased
68	AQR Capital Management Greenwich, Connecticut	$192M	-$42M	8	0.68%	Reduced
69	Citadel Advisors Miami, Florida	$181M	-$226M	11	0.28%	Reduced
70	Boston Partners Boston, Massachusetts	$171M	+$147M	3	0.41%	Increased
71	BRC Blue Ridge Capital New York	$168M	$0	1	2%	Maintained
72	Credit Suisse Zurich, Switzerland	$168M	-$10.1M	12	0.17%	Reduced
73	AllianceBernstein Nashville, Tennessee	$164M	+$1.04M	12	0.16%	Increased
74	Parametric Portfolio Associates Seattle, Washington	$161M	-$372K	12	0.44%	Reduced
75	Coatue Management New York	$157M	-$8.75M	1	1.6%	Reduced