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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
126
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$98.6M -$1.96M 3 0.3% Reduced
127
SFM
Systematic Financial Management
New Jersey
$96.2M -$3.55M 3 1.78% Reduced
128
Point72 Asset Management
Point72 Asset Management
Connecticut
$95.6M +$29.1M 4 0.54% Increased
129
Marsico Capital Management
Marsico Capital Management
Colorado
$94.9M +$10.8M 1 3.97% Increased
130
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$94.3M -$748K 3 1.06% Reduced
131
Panagora Asset Management
Panagora Asset Management
Massachusetts
$93.8M -$18.2M 13 0.38% Reduced
132
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$92.9M +$3.38M 2 0.31% Increased
133
National Pension Service
National Pension Service
South Korea
$91.8M +$7.89M 3 0.55% Increased
134
EARNEST Partners
EARNEST Partners
Georgia
$91.1M -$438K 2 0.96% Reduced
135
SEI Investments
SEI Investments
Pennsylvania
$90.4M -$538K 13 0.36% Reduced
136
MP
Mangrove Partners
Connecticut
$89.8M $0 1 18.3% Maintained
137
Two Sigma Advisers
Two Sigma Advisers
New York
$89.4M -$46.7M 11 0.3% Reduced
138
HSBC Holdings
HSBC Holdings
United Kingdom
$88.9M +$22.6M 6 0.16% Increased
139
Commerce Bank
Commerce Bank
Missouri
$87.9M -$757K 2 1.23% Reduced
140
Waverton Investment Management
Waverton Investment Management
United Kingdom
$87.7M -$500K 1 5.71% Reduced
141
abrdn Investment Management
abrdn Investment Management
United Kingdom
$87.4M -$90.4K 1 0.3% Reduced
142
SPH
Steel Partners Holdings
New York
$87M $0 1 19.3% Maintained
143
RA
Rovida Advisors
Florida
$86.8M +$1.73M 3 11.96% Increased
144
GA
Glenhill Advisors
New York
$86.6M +$13.8M 1 5.45% Increased
145
LPL Financial
LPL Financial
California
$83.5M +$71.8M 7 0.32% Increased
146
AL
AJO LP
Pennsylvania
$82.7M +$17.8M 2 0.35% Increased
147
Martingale Asset Management
Martingale Asset Management
Massachusetts
$82.2M -$3.04M 3 1.16% Reduced
148
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$81.6M +$2M 3 0.15% Increased
149
Alkeon Capital Management
Alkeon Capital Management
New York
$81.5M -$380K 1 0.66% Reduced
150
M&T Bank
M&T Bank
New York
$81.2M +$1.22M 3 0.48% Increased
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