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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	BAMCO Inc New York	$55.7M	-$386K	1	0.25%	Reduced
27	Norges Bank Oslo, Norway	$50.5M	+$1.25M	4	0.03%	Increased
28	Invesco Atlanta, Georgia	$50.4M	+$11.2M	7	0.02%	Increased
29	SP Steelhead Partners Seattle, Washington	$48.5M	+$732K	2	5.11%	Increased
30	Thompson Siegel & Walmsley Richmond, Virginia	$47.1M	+$3.54M	2	0.88%	Increased
31	Geode Capital Management Boston, Massachusetts	$46.6M	+$2.76M	8	0.03%	Increased
32	Jericho Capital Asset Management New York	$44.9M	+$18.7M	1	2.8%	Increased
33	YCMGA York Capital Management Global Advisors New York	$43.1M	-$5.63M	1	0.58%	Reduced
34	Brown Advisory Baltimore, Maryland	$42.5M	+$726K	2	0.15%	Increased
35	CSC Cove Street Capital El Segundo, California	$40.8M	+$440K	1	5.41%	Increased
36	CCP Clough Capital Partners Boston, Massachusetts	$38.7M	-$1.07M	1	1.68%	Reduced
37	D.E. Shaw & Co New York	$38.3M	-$4.79M	3	0.06%	Reduced
38	Disciplined Growth Investors Minneapolis, Minnesota	$38.3M	+$250K	1	0.98%	Increased
39	Royce & Associates New York	$37.2M	+$2.23M	3	0.2%	Increased
40	ECP Elk Creek Partners Denver, Colorado	$36.5M	+$15.4M	2	2.95%	Increased
41	Lord, Abbett & Co Jersey City, New Jersey	$36.5M	-$40.2M	1	0.11%	Reduced
42	First Eagle Investment Management New York	$33.6M	-$1.97M	1	0.08%	Reduced
43	GAMCO Investors Greenwich, Connecticut	$33M	-$239K	3	0.22%	Reduced
44	LM Litespeed Management New York	$32.8M	+$1.32M	1	4.04%	Increased
45	Beck Mack & Oliver New York	$32.4M	+$266K	1	0.98%	Increased
46	Ameriprise Minneapolis, Minnesota	$30.1M	+$75.6K	6	0.02%	Increased
47	State of New Jersey Common Pension Fund D Trenton, New Jersey	$30M	+$3.64M	2	0.13%	Increased
48	LSV Asset Management Chicago, Illinois	$29.5M	+$2.05M	2	0.07%	Increased
49	Van Berkom & Associates Montreal, Quebec, Canada	$29.4M	+$4.4M	1	1.47%	Increased
50	EARNEST Partners Atlanta, Georgia	$29M	-$2.67M	1	0.28%	Reduced