← All themes Space Economy

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	Capital World Investors Los Angeles, California	$58.8M	+$22.9M	2	0.02%	Increased
27	Bank of New York Mellon New York	$57.9M	+$6.53M	7	0.02%	Increased
28	Royce & Associates New York	$54.4M	+$9.69M	3	0.16%	Increased
29	Millennium Management New York	$50.2M	+$19.7M	4	0.14%	Increased
30	JCI Jet Capital Investors New York	$47.7M	-$10.4M	1	2.15%	Reduced
31	EARNEST Partners Atlanta, Georgia	$46.9M	-$909K	1	0.37%	Reduced
32	Thornburg Investment Management Santa Fe, New Mexico	$46.5M	+$2.21M	1	0.19%	Increased
33	First Eagle Investment Management New York	$43.7M	+$6.01M	1	0.11%	Increased
34	CCP Clough Capital Partners Boston, Massachusetts	$42.7M	-$7.91M	1	1.35%	Reduced
35	Geode Capital Management Boston, Massachusetts	$42.7M	+$7.32M	7	0.03%	Increased
36	SAM Steinberg Asset Management New York	$42.1M	-$1.42M	1	2.43%	Reduced
37	Thompson Siegel & Walmsley Richmond, Virginia	$40.5M	+$2.79M	2	0.79%	Increased
38	CC Caspian Capital New York	$40.2M	+$32.3M	1	13.83%	New
39	SAM Southeastern Asset Management Memphis, Tennessee	$39.7M	+$41.4M	1	0.21%	New
40	State of New Jersey Common Pension Fund D Trenton, New Jersey	$37.9M	+$35.5M	2	0.15%	New
41	GAMCO Investors Greenwich, Connecticut	$37.4M	+$2.73M	4	0.2%	Increased
42	D.E. Shaw & Co New York	$36.8M	+$3.24M	4	0.05%	Increased
43	Van Berkom & Associates Montreal, Quebec, Canada	$36.2M	+$2.16M	1	1.98%	Increased
44	HAM HHR Asset Management Berkeley Heights, New Jersey	$35.7M	+$28.7M	1	1.41%	New
45	Brown Advisory Baltimore, Maryland	$35.7M	+$263K	2	0.11%	Increased
46	Goldman Sachs New York	$34.7M	-$1.83M	6	0.01%	Reduced
47	TIAA CREF Investment Management New York	$34.4M	+$9.54M	7	0.02%	Increased
48	Disciplined Growth Investors Minneapolis, Minnesota	$33.3M	+$255K	1	0.87%	Increased
49	MC MIG Capital Newport Beach, California	$33.1M	+$3.68M	1	12.79%	Increased
50	Wells Fargo San Francisco, California	$32.1M	-$12.8M	8	0.01%	Reduced