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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
726
SFM
Stack Financial Management
Montana
$22.5M +$800K 1 1.76% Increased
727
SRFM
Shannon River Fund Management
New York
$22.5M +$22M 1 2.01% New
728
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$22M +$426K 3 0.19% Increased
729
CC
Congruence Capital
California
$22M +$9.9M 2 5.76% Increased
730
TSAM
Trinity Street Asset Management
United Kingdom
$22M -$1.15M 1 1.13% Reduced
731
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$21.9M -$1.87M 1 0.21% Reduced
732
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$21.9M -$1.84M 3 0.37% Reduced
733
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$21.8M +$26.2M 1 0.07% New
734
MAM
Meeder Asset Management
Ohio
$21.7M -$2.79M 10 1.11% Reduced
735
Granahan Investment Management
Granahan Investment Management
Massachusetts
$21.7M -$3.2M 3 0.77% Reduced
736
AQR Arbitrage
AQR Arbitrage
Connecticut
$21.7M +$20M 2 0.31% New
737
KBC Group
KBC Group
Belgium
$21.7M +$10.1M 17 0.05% Increased
738
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$21.6M +$21.1M 2 0.16% New
739
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$21.4M +$9.77M 25 0.74% Increased
740
Horizon Investments
Horizon Investments
North Carolina
$21.4M -$435K 9 0.23% Reduced
741
BCM
Beartown Capital Management
Michigan
$21.3M +$15.1M 1 9.37% Increased
742
NCM
Narwhal Capital Management
Georgia
$21.2M -$3.87M 2 1.46% Reduced
743
Cartenna Capital
Cartenna Capital
Connecticut
$21M -$14.6M 2 0.5% Reduced
744
PCM
Potomac Capital Management
New York
$20.8M -$5.84M 3 14.22% Reduced
745
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$20.7M +$4.51M 2 0.05% Increased
746
AustralianSuper
AustralianSuper
Australia
$20.7M +$11.5M 3 0.09% Increased
747
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$20.7M +$727K 24 0.53% Increased
748
Winton Group
Winton Group
United Kingdom
$20.7M +$9.39M 8 0.67% Increased
749
Farther Finance Advisors
Farther Finance Advisors
California
$20.7M +$2.46M 39 0.16% Increased
750
HP
Havemeyer Place
Connecticut
$20.7M +$16M 6 2.04% Increased