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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
Beck Mack & Oliver
Beck Mack & Oliver
New York
$55.2M +$1.44M 1 1.34% Increased
27
Royce & Associates
Royce & Associates
New York
$54.2M -$3.08M 3 0.19% Reduced
28
First Eagle Investment Management
First Eagle Investment Management
New York
$53.9M +$7.82M 1 0.13% Increased
29
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$53.2M +$2.67M 1 0.27% Increased
30
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$50M +$4.35M 2 0.95% Increased
31
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$49.3M +$16.2M 1 0.13% Increased
32
Millennium Management
Millennium Management
New York
$49M +$2.28M 6 0.1% Increased
33
LM
Litespeed Management
New York
$47.1M $0 1 4.44% Maintained
34
D.E. Shaw & Co
D.E. Shaw & Co
New York
$47M +$12.2M 5 0.06% Increased
35
Geode Capital Management
Geode Capital Management
Massachusetts
$46.9M +$1.37M 8 0.03% Increased
36
LSV Asset Management
LSV Asset Management
Illinois
$44.6M -$2.6M 2 0.09% Reduced
37
Norges Bank
Norges Bank
Norway
$44.6M -$5.38M 5 0.02% Reduced
38
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$44.3M -$2.56M 1 2.14% Reduced
39
EARNEST Partners
EARNEST Partners
Georgia
$43.6M -$1.55M 1 0.36% Reduced
40
Brown Advisory
Brown Advisory
Maryland
$43.6M +$3.01M 2 0.14% Increased
41
MC
MIG Capital
California
$40.4M +$4.33M 1 12.43% Increased
42
CCP
Clough Capital Partners
Massachusetts
$40.3M -$5M 1 1.45% Reduced
43
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$37.3M +$185K 1 0.89% Increased
44
AIM
Assured Investment Management
New York
$35.6M +$34M 2 0.68% New
45
SIM
Stelliam Investment Management
New York
$34.8M +$34.3M 1 0.8% New
46
GAMCO Investors
GAMCO Investors
Connecticut
$34.5M -$2.22M 3 0.18% Reduced
47
BCPEM
Bain Capital Public Equity Management
Massachusetts
$33.8M +$32.8M 1 0.85% New
48
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$33.2M -$451K 7 0.02% Reduced
49
HAM
HHR Asset Management
New Jersey
$32.7M +$8.53M 1 1.24% Increased
50
PCM
Panning Capital Management
New York
$31.7M +$2.59M 1 15.26% Increased