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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
26	Wells Fargo San Francisco, California	$44.3M	+$3.25M	7	0.02%	Increased
27	EARNEST Partners Atlanta, Georgia	$43.1M	-$1.69M	1	0.35%	Reduced
28	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$41.7M	$0	2	0.2%	Maintained
29	Royce & Associates New York	$40.2M	+$6.33M	3	0.12%	Increased
30	Thornburg Investment Management Santa Fe, New Mexico	$39.6M	+$2.16M	1	0.16%	Increased
31	Disciplined Growth Investors Minneapolis, Minnesota	$39.4M	+$42.2K	1	1%	Increased
32	FCIM Fairview Capital Investment Management Greenbrae, California	$38.1M	-$10.3M	1	3.21%	Reduced
33	JCI Jet Capital Investors New York	$37.8M	+$12.7M	1	2.54%	Increased
34	BPM Bronson Point Management Fairfield, Connecticut	$35.6M	-$1.87M	2	2.37%	Reduced
35	MC MIG Capital Newport Beach, California	$35.2M	-$3.9M	1	13.11%	Reduced
36	Geode Capital Management Boston, Massachusetts	$34.6M	-$431K	6	0.02%	Reduced
37	Goldman Sachs New York	$34.4M	+$9.5M	6	0.01%	Increased
38	Thompson Siegel & Walmsley Richmond, Virginia	$33.7M	+$11.6M	2	0.76%	Increased
39	JP Morgan Chase New York	$33.2M	+$1.21M	3	0.01%	Increased
40	Capital World Investors Los Angeles, California	$31.8M	+$17.6M	2	0.01%	Increased
41	Brown Advisory Baltimore, Maryland	$31.8M	-$4.81M	2	0.1%	Reduced
42	First Eagle Investment Management New York	$31.6M	+$12.1M	1	0.08%	Increased
43	GAMCO Investors Greenwich, Connecticut	$31.5M	+$36.6K	3	0.17%	Increased
44	Lord, Abbett & Co Jersey City, New Jersey	$31.3M	+$33.5M	1	0.07%	New
45	D.E. Shaw & Co New York	$30.5M	-$559K	3	0.04%	Reduced
46	Millennium Management New York	$30.3M	+$4.83M	5	0.09%	Increased
47	Van Berkom & Associates Montreal, Quebec, Canada	$30M	-$167K	1	1.69%	Reduced
48	YCMGA York Capital Management Global Advisors New York	$29.7M	-$10.6M	1	0.35%	Reduced
49	Morgan Stanley New York	$28.8M	+$2.03M	7	0.01%	Increased
50	Needham Investment Management New York	$27.4M	+$5.45M	2	5.79%	Increased