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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
151
HCM
Highline Capital Management
New York
$69.2M +$65M 1 3.51% New
152
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$68.6M +$23M 5 1.34% Increased
153
Neuberger Berman Group
Neuberger Berman Group
New York
$66.8M -$542K 8 0.07% Reduced
154
ClearBridge Investments
ClearBridge Investments
New York
$65.3M +$377K 4 0.07% Increased
155
SG Americas Securities
SG Americas Securities
New York
$65.3M -$43.4M 7 0.38% Reduced
156
ICM
Ionic Capital Management
New York
$65M +$18.8M 2 2.08% Increased
157
VOYA Investment Management
VOYA Investment Management
Georgia
$64.6M +$5.45M 13 0.15% Increased
158
Eagle Asset Management
Eagle Asset Management
Florida
$64.6M +$9.95M 3 0.35% Increased
159
Two Sigma Advisers
Two Sigma Advisers
New York
$63.7M +$23.1M 9 0.5% Increased
160
Calamos Advisors
Calamos Advisors
Illinois
$63.6M -$13.2M 1 0.4% Reduced
161
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$63.3M +$59.5M 1 3.81% New
162
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$62.7M +$2.21M 2 0.25% Increased
163
Los Angeles Capital Management
Los Angeles Capital Management
California
$61.3M +$15.1M 6 0.59% Increased
164
ACI
AMP Capital Investors
Australia
$61.2M +$4.99M 4 0.38% Increased
165
Two Sigma Investments
Two Sigma Investments
New York
$60.9M -$24.2M 8 0.27% Reduced
166
Appaloosa Management
Appaloosa Management
Florida
$60.6M -$263K 1 0.85% Reduced
167
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$60.4M +$4.13M 1 0.59% Increased
168
JIR
James Investment Research
Ohio
$59.9M +$3.93M 2 1.91% Increased
169
RCM
Riverhead Capital Management
Delaware
$59.9M +$21.1M 2 1.12% Increased
170
Glenmede Trust
Glenmede Trust
Pennsylvania
$59.6M +$2.94M 7 0.54% Increased
171
Seizert Capital Partners
Seizert Capital Partners
Michigan
$59.4M +$10.8M 1 1.18% Increased
172
JAT Capital Management LP (Connecticut)
JAT Capital Management LP (Connecticut)
Connecticut
$59.1M +$15.2M 2 1.09% Increased
173
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$59.1M +$55.2M 2 1.22% New
174
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$58.5M +$7.49M 5 0.46% Increased
175
GBCP
Glade Brook Capital Partners
Connecticut
$58.3M +$54.8M 1 5.08% New
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