← 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
151
MCM
Mudrick Capital Management
New York
$96.8M +$112M 1 49.45% New
152
AL
AJO LP
Pennsylvania
$96.5M -$18.1M 2 0.42% Reduced
153
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$96.4M -$8.23M 12 0.64% Reduced
154
Wedge Capital Management
Wedge Capital Management
North Carolina
$95.7M -$45.9M 3 0.86% Reduced
155
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$94.9M +$87.9M 2 1.17% Increased
156
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$90.5M -$8.1M 3 0.23% Reduced
157
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$90.5M -$16.8M 4 0.17% Reduced
158
SIG
Senator Investment Group
New York
$89.6M +$51.9M 2 0.96% Increased
159
MP
Mangrove Partners
Connecticut
$88.6M $0 1 11.95% Maintained
160
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$88M -$27.2M 15 0.16% Reduced
161
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$85.8M +$1.2M 1 1.69% Increased
162
Korea Investment Corp
Korea Investment Corp
South Korea
$85.3M -$1.56M 3 0.39% Reduced
163
JP
Jana Partners
New York
$84.7M +$82.9M 1 2.24% New
164
GA
Glenhill Advisors
New York
$84.6M +$541K 1 6.23% Increased
165
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$82.4M $0 2 0.64% Maintained
166
AIG
American International Group
New York
$82.1M +$1.3M 14 0.27% Increased
167
CAM
ClariVest Asset Management
California
$81.5M +$8.52M 4 1.4% Increased
168
M&T Bank
M&T Bank
New York
$81.1M -$888K 3 0.43% Reduced
169
VOYA Investment Management
VOYA Investment Management
Georgia
$80.3M -$9.58M 13 0.17% Reduced
170
ClearBridge Investments
ClearBridge Investments
New York
$79.2M -$7.35M 5 0.07% Reduced
171
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$78.2M -$6.59M 2 0.3% Reduced
172
Natixis
Natixis
France
$77.7M +$30.6M 7 0.6% Increased
173
Eaton Vance Management
Eaton Vance Management
Massachusetts
$77.3M +$6.48M 3 0.19% Increased
174
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$76.8M +$37.6M 2 0.19% Increased
175
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$75.7M -$13.9M 1 1.92% Reduced