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Satellite Communications

Satellite communications carry connectivity to places terrestrial networks do not reach, from aircraft and ships to remote ground users. Large low-orbit constellations have reset both the economics and the competition.

16 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1	Alphabet Inc Mountain View, California	$95B	+$93.6B	2	95.85%	Increased
2	Valor Management Chicago, Illinois	$86B	+$85.5B	1	99.79%	New
3	Fidelity Investments Boston, Massachusetts	$52.2B	+$50.2B	12	2.27%	Increased
4	VY Capital Management Company Dubai, United Arab Emirates	$46.4B	+$46.2B	1	98.91%	New
5	Gigafund Management Company Austin, Texas	$29.4B	+$29.2B	1	99.76%	New
6	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$26.3B	+$26.2B	1	69.48%	New
7	BAMCO Inc New York	$24.9B	+$24.8B	1	37.38%	New
8	D1 Capital Partners New York	$21.5B	+$21.4B	1	61.91%	New
9	Nvidia Corp Santa Clara, California	$21B	+$20.9B	1	33.06%	New
10	SC US (TTGP) Menlo Park, California	$20.9B	+$20.8B	1	65.64%	New
11	Capricorn Investment Group Palo Alto, California	$20.6B	+$20.5B	1	91.78%	New
12	DCP Darsana Capital Partners New York	$17.8B	+$17B	2	80.13%	Increased
13	BlackRock New York	$14.3B	+$7.9B	13	0.21%	Increased
14	AH Capital Management Menlo Park, California	$12.8B	+$12.7B	1	89.97%	New
15	Baillie Gifford & Co Edinburgh, United Kingdom	$8.78B	+$8.73B	1	7.97%	New
16	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$8.66B	+$8.61B	1	54.89%	New
17	Vanguard Capital Management Malvern, Pennsylvania	$7.71B	+$4.65B	12	0.16%	Increased
18	K5 Global Advisor Miami Beach, Florida	$6.59B	+$6.56B	1	99.99%	New
19	Alpha Wave Global New York	$5.34B	+$5.31B	1	85.53%	New
20	Vanguard Portfolio Management Malvern, Pennsylvania	$4.84B	+$1.79B	8	0.22%	Increased
21	Atreides Management Boston, Massachusetts	$4.67B	+$4.53B	1	32.58%	Increased
22	Mirae Asset Global Investments Seoul, South Korea	$4.61B	+$4.59B	5	6.81%	Increased
23	State Street Boston, Massachusetts	$4.45B	+$1.44B	11	0.13%	Increased
24	Founders Fund Growth II Management San Francisco, California	$3.9B	+$3.88B	1	100%	New
25	Geode Capital Management Boston, Massachusetts	$3.75B	+$2.24B	13	0.2%	Increased