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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
151
Aperio Group
Aperio Group
California
$80.4M +$6.4M 9 0.49% Increased
152
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$78.9M -$27.3M 14 0.24% Reduced
153
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$77.5M +$4.82M 2 0.62% Increased
154
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$77.5M -$912K 1 2.18% Reduced
155
Barclays
Barclays
United Kingdom
$77.1M -$40.6M 14 0.08% Reduced
156
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$76.3M -$48.4M 7 0.53% Reduced
157
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$76M +$39.4M 1 1.59% Increased
158
ClearBridge Investments
ClearBridge Investments
New York
$74.5M -$1.84M 4 0.07% Reduced
159
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$74M +$90.5K 13 0.51% Increased
160
Korea Investment Corp
Korea Investment Corp
South Korea
$73.4M -$25.3M 3 0.34% Reduced
161
Pzena Investment Management
Pzena Investment Management
New York
$72.6M -$2.56M 1 0.4% Reduced
162
Sarasin & Partners
Sarasin & Partners
United Kingdom
$71.3M -$10.2M 1 1.4% Reduced
163
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$70.8M -$1.46M 1 0.28% Reduced
164
AIG
American International Group
New York
$70.2M +$2.66M 14 0.25% Increased
165
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$68.4M -$548K 2 0.61% Reduced
166
Two Sigma Investments
Two Sigma Investments
New York
$67.2M -$46.9M 11 0.24% Reduced
167
CIBC World Market
CIBC World Market
Ontario, Canada
$66.6M -$43.5M 3 0.28% Reduced
168
GH
GAM Holding
Switzerland
$65.4M -$3.98M 3 0.96% Reduced
169
CAM
ClariVest Asset Management
California
$64.3M -$1.62M 2 1.56% Reduced
170
Comerica Bank
Comerica Bank
Texas
$64.2M +$335K 10 0.48% Increased
171
Rathbones Group
Rathbones Group
United Kingdom
$64.2M +$399K 1 2.86% Increased
172
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$63.5M -$4.89M 3 0.51% Reduced
173
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$62.6M +$4.63K 4 0.47% Increased
174
WAM
Warlander Asset Management
New York
$61.6M +$5.02M 1 5.59% Increased
175
KCM
Kensico Capital Management
Connecticut
$61.3M -$7.83M 1 0.94% Reduced