← 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
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$54.7M -$362K 1 0.35% Reduced
27
Horizon Kinetics
Horizon Kinetics
New York
$52M -$4.89M 2 1.12% Reduced
28
Norges Bank
Norges Bank
Norway
$49.4M +$2.03M 4 0.02% Increased
29
Geode Capital Management
Geode Capital Management
Massachusetts
$47.1M +$862K 8 0.03% Increased
30
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$47M +$4.4M 3 0.85% Increased
31
ECP
Elk Creek Partners
Colorado
$44.6M +$855K 2 3.17% Increased
32
SP
Steelhead Partners
Washington
$41.9M -$3.12M 1 4.03% Reduced
33
Royce & Associates
Royce & Associates
New York
$41.8M +$562K 3 0.25% Increased
34
Brown Advisory
Brown Advisory
Maryland
$40.6M +$1.4M 2 0.14% Increased
35
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$40.1M -$89.1K 1 1.98% Reduced
36
LSV Asset Management
LSV Asset Management
Illinois
$38.9M +$700K 2 0.08% Increased
37
CSC
Cove Street Capital
California
$37.8M -$990K 1 4.97% Reduced
38
D.E. Shaw & Co
D.E. Shaw & Co
New York
$37.6M +$2.72M 5 0.06% Increased
39
Wellington Management Group
Wellington Management Group
Massachusetts
$36.9M -$27.6M 1 0.01% Reduced
40
CCP
Clough Capital Partners
Massachusetts
$36.3M -$515K 1 1.7% Reduced
41
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$35.2M -$1.22M 1 0.89% Reduced
42
HCM
Hodges Capital Management
Texas
$34.7M +$3.92M 1 1.44% Increased
43
GAMCO Investors
GAMCO Investors
Connecticut
$34.1M +$1.36M 3 0.22% Increased
44
Millennium Management
Millennium Management
New York
$33.3M +$17.5M 4 0.07% Increased
45
First Eagle Investment Management
First Eagle Investment Management
New York
$32.7M $0 1 0.08% Maintained
46
LM
Litespeed Management
New York
$30.1M $0 1 4.41% Maintained
47
Beck Mack & Oliver
Beck Mack & Oliver
New York
$29.9M +$169K 1 1.02% Increased
48
Ameriprise
Ameriprise
Minnesota
$28.8M -$1.18M 6 0.02% Reduced
49
Frontier Capital Management
Frontier Capital Management
Massachusetts
$27.7M -$3M 1 0.23% Reduced
50
Charles Schwab
Charles Schwab
California
$27.7M +$1.94M 7 0.04% Increased
1
2
3 4 5