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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	Schroder Investment Management Group London, United Kingdom	$308M	+$10.9M	3	0.6%	Increased
52	PNC Financial Services Group Pittsburgh, Pennsylvania	$303M	+$14.2M	14	0.34%	Increased
53	New York State Common Retirement Fund Albany, New York	$298M	+$10.5M	14	0.44%	Increased
54	Columbia Wanger Asset Management Chicago, Illinois	$293M	-$70.2M	3	1.89%	Reduced
55	Bank of Montreal Toronto, Ontario, Canada	$288M	-$59.7M	13	0.34%	Reduced
56	FP FPR Partners San Francisco, California	$284M	$0	1	7.27%	Maintained
57	HCM Huber Capital Management El Segundo, California	$273M	+$17.7M	3	7.93%	Increased
58	AL AJO LP Philadelphia, Pennsylvania	$268M	-$41.8M	2	1.14%	Reduced
59	NSCM New South Capital Management Memphis, Tennessee	$264M	+$14.2M	3	6.82%	Increased
60	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$248M	+$1.74M	3	0.45%	Increased
61	IAM Iridian Asset Management Westport, Connecticut	$246M	+$5.16M	1	1.94%	Increased
62	Bessemer Group Woodbridge, New Jersey	$235M	-$2.85M	4	1.23%	Reduced
63	Parametric Portfolio Associates Seattle, Washington	$229M	-$2.47M	14	0.45%	Reduced
64	Veritas Asset Management London, United Kingdom	$219M	-$8.63M	1	3.09%	Reduced
65	Artemis Investment Management Edinburgh, United Kingdom	$211M	+$192M	2	6.83%	Increased
66	Russell Frank Company Seattle, Washington	$210M	+$22.2M	9	0.34%	Increased
67	BlackRock New York	$210M	-$28.1M	14	0.31%	Reduced
68	SAM Southeastern Asset Management Memphis, Tennessee	$210M	$0	1	1.4%	Maintained
69	Renaissance Technologies New York	$209M	+$41.9M	12	0.48%	Increased
70	OC Oakmont Corp Los Angeles, California	$208M	-$3.33M	1	30.16%	Reduced
71	Lord, Abbett & Co Jersey City, New Jersey	$206M	+$13.2M	3	0.54%	Increased
72	BRC Blue Ridge Capital New York	$205M	$0	1	2.31%	Maintained
73	Ruffer LLP London, United Kingdom	$199M	-$12M	1	8.66%	Reduced
74	PIM Platinum Investment Management Sydney Australia 2000, Australia	$195M	-$16.3M	1	3.94%	Reduced
75	HCM Herndon Capital Management Atlanta, Georgia	$194M	-$18.2M	1	3.23%	Reduced