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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
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$66.7M +$1.64M 1 0.38% Increased
27
YCMGA
York Capital Management Global Advisors
New York
$64.3M -$2.64M 1 0.54% Reduced
28
SP
Steelhead Partners
Washington
$64.2M -$1.47M 1 6.38% Reduced
29
BCPEM
Bain Capital Public Equity Management
Massachusetts
$58.6M +$16M 1 1.52% Increased
30
Invesco
Invesco
Georgia
$52.7M -$254K 7 0.02% Reduced
31
Norges Bank
Norges Bank
Norway
$51.2M +$8.26M 4 0.03% Increased
32
Royce & Associates
Royce & Associates
New York
$50.7M -$5.58M 3 0.21% Reduced
33
Geode Capital Management
Geode Capital Management
Massachusetts
$50.4M +$1.04M 8 0.03% Increased
34
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$49.5M +$881K 2 0.88% Increased
35
First Eagle Investment Management
First Eagle Investment Management
New York
$49.4M -$20.1K 1 0.12% Reduced
36
D.E. Shaw & Co
D.E. Shaw & Co
New York
$49.3M +$4.65M 4 0.07% Increased
37
Brown Advisory
Brown Advisory
Maryland
$47.8M +$1.69M 2 0.16% Increased
38
Beck Mack & Oliver
Beck Mack & Oliver
New York
$43.3M +$902K 1 1.13% Increased
39
LM
Litespeed Management
New York
$42.7M +$8M 1 3.43% Increased
40
Frontier Capital Management
Frontier Capital Management
Massachusetts
$41.3M -$352K 1 0.3% Reduced
41
LSV Asset Management
LSV Asset Management
Illinois
$40.8M +$193K 2 0.08% Increased
42
GAMCO Investors
GAMCO Investors
Connecticut
$40.1M +$3.06M 3 0.22% Increased
43
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$39.5M +$39.4M 1 2.46% New
44
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$37.9M -$3.81M 1 1.79% Reduced
45
MC
MIG Capital
California
$37.9M -$801K 1 7.15% Reduced
46
CSC
Cove Street Capital
California
$37.8M +$15.3M 1 4.56% Increased
47
CCP
Clough Capital Partners
Massachusetts
$37.4M -$826K 1 1.43% Reduced
48
HCM
Hodges Capital Management
Texas
$36.6M +$5.76M 1 1.33% Increased
49
VM
Valinor Management
New York
$36M $0 1 0.96% Maintained
50
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$35.7M +$217K 1 0.86% Increased
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