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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
201
Horizon Kinetics
Horizon Kinetics
New York
$47.7M -$7.69M 3 1.54% Reduced
202
US Bancorp
US Bancorp
Minnesota
$47.2M +$1.4M 11 0.17% Increased
203
Adage Capital Partners
Adage Capital Partners
Massachusetts
$45.9M -$87.2M 4 0.13% Reduced
204
Huntington National Bank
Huntington National Bank
Ohio
$45.7M +$3.27M 6 0.83% Increased
205
KCM
Kingstown Capital Management
New York
$44.9M -$9.21M 1 4.4% Reduced
206
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$44.8M -$41.3M 7 0.87% Reduced
207
Squarepoint
Squarepoint
New York
$44.3M +$31.9M 8 1.81% Increased
208
SCM
Steadfast Capital Management
New York
$44.3M +$21.1M 1 0.91% Increased
209
CSC
Cove Street Capital
California
$44.2M +$3.22M 1 4.62% Increased
210
Jennison Associates
Jennison Associates
New York
$44.1M +$8.35M 3 0.05% Increased
211
Acadian Asset Management
Acadian Asset Management
Massachusetts
$42.8M +$32.6M 4 0.21% Increased
212
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$42.8M -$417K 4 0.42% Reduced
213
GW&K Investment Management
GW&K Investment Management
Massachusetts
$42.2M +$5.56M 1 0.82% Increased
214
SCM
Stevens Capital Management
Pennsylvania
$42M +$33M 6 1.71% Increased
215
Steelhead Partners
Steelhead Partners
Washington
$41.5M -$530K 1 4.04% Reduced
216
TimesSquare Capital Management
TimesSquare Capital Management
New York
$41M -$471K 1 0.27% Reduced
217
KBC Group
KBC Group
Belgium
$40.7M +$13.3M 5 0.4% Increased
218
CF
Cypress Funds
California
$40.5M -$3.38M 2 6.82% Reduced
219
Eaton Vance Management
Eaton Vance Management
Massachusetts
$40.5M +$4.57M 3 0.11% Increased
220
Gotham Asset Management
Gotham Asset Management
New York
$40.2M -$4.02M 5 0.52% Reduced
221
Arizona State Retirement System
Arizona State Retirement System
Arizona
$40.1M +$2.48M 8 0.59% Increased
222
CIBC World Market
CIBC World Market
Ontario, Canada
$40.1M +$14M 4 0.14% Increased
223
Hermes Investment Management
Hermes Investment Management
United Kingdom
$39.8M -$32.8M 1 0.68% Reduced
224
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$39.8M $0 1 0.47% Maintained
225
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$39.7M +$8.99M 5 0.25% Increased