← All themes

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
Wedge Capital Management
Wedge Capital Management
North Carolina
$181M -$41.2M 3 1.93% Reduced
77
HCM
Huber Capital Management
California
$177M +$19.5M 3 5.16% Increased
78
Epoch Investment Partners
Epoch Investment Partners
New York
$177M -$49.6M 1 0.69% Reduced
79
SAS
Sarbit Advisory Services
Manitoba, Canada
$175M $0 1 15.06% Maintained
80
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$175M -$2.45M 7 0.46% Reduced
81
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$175M +$18.5M 14 0.21% Increased
82
SAM
Southeastern Asset Management
Tennessee
$171M +$138M 1 0.93% Increased
83
NSCM
New South Capital Management
Tennessee
$170M +$61.3M 3 5.62% Increased
84
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$167M -$9.14M 4 0.41% Reduced
85
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$159M -$823K 3 2.91% Reduced
86
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$158M +$11.9M 3 1.13% Increased
87
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$152M -$7.26M 14 0.46% Reduced
88
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$147M -$1.16M 13 0.48% Reduced
89
YCMGA
York Capital Management Global Advisors
New York
$146M -$74.5M 2 1.47% Reduced
90
APG Asset Management
APG Asset Management
Netherlands
$142M +$25.1M 4 0.29% Increased
91
TD Asset Management
TD Asset Management
Ontario, Canada
$142M +$2.2M 5 0.24% Increased
92
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$136M +$2.71M 1 0.19% Increased
93
Guggenheim Capital
Guggenheim Capital
Illinois
$134M -$8.66M 14 0.32% Reduced
94
GAMCO Investors
GAMCO Investors
Connecticut
$134M -$305K 11 0.72% Reduced
95
EARNEST Partners
EARNEST Partners
Georgia
$131M -$1.48M 3 1.09% Reduced
96
Royce & Associates
Royce & Associates
New York
$130M +$7.69M 7 0.44% Increased
97
Citadel Advisors
Citadel Advisors
Florida
$129M -$47.1M 12 0.14% Reduced
98
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$128M -$740K 8 0.46% Reduced
99
KCM
Kensico Capital Management
Connecticut
$128M -$14.9M 2 2.82% Reduced
100
Renaissance Technologies
Renaissance Technologies
New York
$124M -$99.6M 9 0.34% Reduced