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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
51
FP
FPR Partners
California
$303M +$25.2M 1 9.94% Increased
52
UBS AM
UBS AM
Illinois
$298M -$8.38M 12 0.3% Reduced
53
AllianceBernstein
AllianceBernstein
Tennessee
$297M +$412K 13 0.25% Increased
54
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$291M +$6.98M 8 0.43% Increased
55
Capital International Investors
Capital International Investors
California
$286M +$10.8M 2 0.74% Increased
56
Cooperman Leon G
Cooperman Leon G
$284M -$13M 1 3.75% Reduced
57
Principal Financial Group
Principal Financial Group
Iowa
$256M +$4.29M 13 0.43% Increased
58
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$256M +$22.2M 3 0.32% Increased
59
Russell Frank Company
Russell Frank Company
Washington
$241M -$7.85M 11 0.42% Reduced
60
Renaissance Technologies
Renaissance Technologies
New York
$239M +$79.8M 14 0.56% Increased
61
YCMGA
York Capital Management Global Advisors
New York
$237M +$126M 3 2.36% Increased
62
Winton Group
Winton Group
United Kingdom
$227M +$229M 2 1.55% New
63
Credit Suisse
Credit Suisse
Switzerland
$220M +$13M 13 0.18% Increased
64
Norges Bank
Norges Bank
Norway
$216M +$98.4M 8 0.06% Increased
65
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$215M -$9.82M 4 0.44% Reduced
66
HCM
Herndon Capital Management
Georgia
$211M -$7.59M 1 2.65% Reduced
67
Bessemer Group
Bessemer Group
New Jersey
$208M +$53.1M 5 1.28% Increased
68
Wedge Capital Management
Wedge Capital Management
North Carolina
$207M -$8.46M 4 2.11% Reduced
69
Epoch Investment Partners
Epoch Investment Partners
New York
$202M -$37M 1 0.79% Reduced
70
Axa
Axa
France
$201M +$6.29M 6 0.84% Increased
71
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$200M +$2.18M 12 0.45% Increased
72
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$193M -$21.7M 2 0.68% Reduced
73
BlackRock
BlackRock
New York
$190M -$23.7M 14 0.28% Reduced
74
HCM
Huber Capital Management
California
$185M +$94.6M 3 4.74% Increased
75
BC
Brahman Capital
New York
$183M +$172M 1 5.08% New