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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
76
OC
Oakmont Corp
California
$181M $0 1 30.64% Maintained
77
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$176M +$5.93M 14 0.44% Increased
78
American Century Companies
American Century Companies
Missouri
$173M +$50.5M 3 0.2% Increased
79
Citadel Advisors
Citadel Advisors
Florida
$172M +$46.5M 10 0.2% Increased
80
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$169M +$9.42M 1 0.23% Increased
81
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$163M -$6.64M 7 0.42% Reduced
82
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$161M +$2.23M 4 0.37% Increased
83
SAS
Sarbit Advisory Services
Manitoba, Canada
$158M +$33.2M 1 16.43% Increased
84
GAMCO Investors
GAMCO Investors
Connecticut
$156M +$2.75M 11 0.81% Increased
85
KCM
Kensico Capital Management
Connecticut
$150M +$2.11M 2 3.09% Increased
86
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$147M -$1.29M 14 0.43% Reduced
87
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$144M -$13.7M 3 2.71% Reduced
88
EARNEST Partners
EARNEST Partners
Georgia
$142M -$2.78M 3 1.13% Reduced
89
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$140M +$142M 5 0.56% New
90
Royce & Associates
Royce & Associates
New York
$140M +$33.5M 7 0.42% Increased
91
SP
Steelhead Partners
Washington
$139M +$111M 2 10.88% Increased
92
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$138M +$1.12M 14 0.18% Increased
93
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$137M -$1.24M 13 0.44% Reduced
94
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$131M +$41.4M 4 0.94% Increased
95
BRC
Blue Ridge Capital
New York
$131M $0 1 1.29% Maintained
96
Guggenheim Capital
Guggenheim Capital
Illinois
$130M -$11.1M 14 0.33% Reduced
97
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$126M -$48.7M 1 0.29% Reduced
98
TD Asset Management
TD Asset Management
Ontario, Canada
$126M -$1.91M 5 0.21% Reduced
99
Gabelli Funds
Gabelli Funds
New York
$125M +$6.41M 10 0.62% Increased
100
NSCM
New South Capital Management
Tennessee
$124M -$703K 2 3.87% Reduced