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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
Aviva
Aviva
United Kingdom
$48.6M -$4.82M 3 0.27% Reduced
202
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$48.1M +$4.04M 5 0.31% Increased
203
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$48M +$3.03M 4 0.31% Increased
204
HAM
HHR Asset Management
New Jersey
$47.9M +$1.44M 1 2.49% Increased
205
HighTower Advisors
HighTower Advisors
Illinois
$47.4M +$3.97M 7 0.42% Increased
206
MC
MIG Capital
California
$47.2M +$6.42M 2 7.19% Increased
207
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$46.3M -$224K 4 0.41% Reduced
208
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$45.4M -$4.25M 1 0.37% Reduced
209
Beck Mack & Oliver
Beck Mack & Oliver
New York
$44.9M +$80.4K 1 1.51% Increased
210
CF
Cypress Funds
California
$44.9M $0 2 8.82% Maintained
211
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$44.6M +$18.2M 13 0.44% Increased
212
Chilton Investment Company
Chilton Investment Company
Connecticut
$44.5M -$30.6M 1 1.71% Reduced
213
Arizona State Retirement System
Arizona State Retirement System
Arizona
$44.5M +$481K 8 0.62% Increased
214
Pinnacle Associates
Pinnacle Associates
New York
$44M +$4.77M 4 0.85% Increased
215
CSC
Cove Street Capital
California
$43.8M -$3.98M 1 5.31% Reduced
216
NIMC
NWQ Investment Management Company
California
$43.7M +$43.4M 1 0.6% New
217
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$43.5M $0 1 0.5% Maintained
218
Congress Asset Management
Congress Asset Management
Massachusetts
$43.3M +$42.2M 1 0.77% New
219
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$43M +$64.7K 1 0.68% Increased
220
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$43M -$27.5M 6 1.01% Reduced
221
HCS
Harvest Capital Strategies
California
$42.5M -$1.79M 1 5.06% Reduced
222
GC
GMT Capital
Georgia
$42.3M -$1.81M 2 0.91% Reduced
223
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$41.7M -$1.43M 4 0.02% Reduced
224
HCM
Hodges Capital Management
Texas
$41.6M -$6.81M 2 2.47% Reduced
225
KCM
Kingstown Capital Management
New York
$41.6M $0 1 4.14% Maintained