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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
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$53M +$1.56M 4 0.34% Increased
202
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$51.9M -$710K 6 0.33% Reduced
203
MC
MIG Capital
California
$51.3M +$7.42M 2 7.37% Increased
204
Arizona State Retirement System
Arizona State Retirement System
Arizona
$51.2M +$1.27M 9 0.61% Increased
205
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$50.8M -$742K 4 0.43% Reduced
206
Congress Asset Management
Congress Asset Management
Massachusetts
$50.8M +$2.15M 1 0.79% Increased
207
CF
Cypress Funds
California
$50.2M $0 2 10.28% Maintained
208
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$50.1M +$21.6M 1 0.3% Increased
209
SAM
Scopus Asset Management
New York
$49.8M +$47.5M 2 0.51% New
210
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$49.8M +$5.34M 3 0.16% Increased
211
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$49.6M +$4.94M 6 1.15% Increased
212
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$49.3M +$538K 1 0.54% Increased
213
CIBC World Market
CIBC World Market
Ontario, Canada
$49.2M -$24.3M 3 0.24% Reduced
214
GH
GAM Holding
Switzerland
$48M -$23.8M 2 2.02% Reduced
215
CBT
Capital Bank & Trust
California
$48M +$12.3M 4 0.61% Increased
216
Acadian Asset Management
Acadian Asset Management
Massachusetts
$47.6M -$12.8M 5 0.21% Reduced
217
WAM
Warlander Asset Management
New York
$47.3M +$278K 1 6.33% Increased
218
Hermes Investment Management
Hermes Investment Management
United Kingdom
$46.2M +$2.92M 1 0.69% Increased
219
BCM
Barometer Capital Management
Ontario, Canada
$46.1M +$22.7M 2 4.48% Increased
220
GC
GMT Capital
Georgia
$45.6M -$3.28M 1 0.92% Reduced
221
Chilton Investment Company
Chilton Investment Company
Connecticut
$45M -$4.56M 1 1.74% Reduced
222
Horizon Kinetics
Horizon Kinetics
New York
$45M -$1.9M 4 1.32% Reduced
223
TPSF
Texas Permanent School Fund
Texas
$44.7M -$336K 8 0.57% Reduced
224
Natixis
Natixis
France
$44.4M +$21.8M 9 0.41% Increased
225
Fidelity International
Fidelity International
Bermuda
$44.1M +$7.34M 2 0.13% Increased