Strategy
Space
Launch, satellite, and space infrastructure
By Grow
Commercial space is expanding across launch, satellites, and the infrastructure connecting Earth to orbit. On a set weekly cadence, the portfolio rebalances when any holding drifts more than 5% from its target weight.
Allocation
Thematic
Intuitive Machines13%
Redwire13%
AST SpaceMobile13%
Rocket Lab13%
SpaceX13%
Iridium13%
Planet Labs13%
Orbital Infrastructure13%
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