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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	SIM Stelliam Investment Management New York	$52.9M	-$348K	1	1.64%	Reduced
27	Invesco Atlanta, Georgia	$52.9M	-$3.87M	7	0.02%	Reduced
28	1832 Asset Management Toronto, Ontario, Canada	$52.7M	+$7.65M	1	0.13%	Increased
29	Geode Capital Management Boston, Massachusetts	$52.2M	+$2M	8	0.03%	Increased
30	Thompson Siegel & Walmsley Richmond, Virginia	$51.5M	-$1.54M	3	0.84%	Reduced
31	SP Steelhead Partners Seattle, Washington	$47.9M	+$4.38M	1	4.68%	Increased
32	D.E. Shaw & Co New York	$46.1M	+$4.82M	6	0.08%	Increased
33	Millennium Management New York	$45.1M	+$8.38M	5	0.11%	Increased
34	CCP Clough Capital Partners Boston, Massachusetts	$43M	-$645K	1	2.02%	Reduced
35	MP Mangrove Partners Greenwich, Connecticut	$41.8M	+$9.23M	1	8.59%	Increased
36	Disciplined Growth Investors Minneapolis, Minnesota	$41M	-$1.26M	1	1.04%	Reduced
37	Royce & Associates New York	$40.3M	-$2.76M	3	0.25%	Reduced
38	Van Berkom & Associates Montreal, Quebec, Canada	$39.4M	+$1.73M	1	1.79%	Increased
39	LSV Asset Management Chicago, Illinois	$38.3M	+$626K	2	0.08%	Increased
40	CSC Cove Street Capital El Segundo, California	$37.9M	-$6.88M	1	4.95%	Reduced
41	VM Valinor Management New York	$37.4M	+$30.3M	1	1.08%	Increased
42	GAMCO Investors Greenwich, Connecticut	$35.1M	+$2.7M	3	0.23%	Increased
43	Charles Schwab San Francisco, California	$32M	+$2.11M	7	0.04%	Increased
44	ECP Elk Creek Partners Denver, Colorado	$31.4M	+$1.63M	2	2.32%	Increased
45	Ameriprise Minneapolis, Minnesota	$31.4M	-$877K	5	0.02%	Reduced
46	LM Litespeed Management New York	$30.8M	$0	1	6%	Maintained
47	Beck Mack & Oliver New York	$30.4M	-$104K	1	1.06%	Reduced
48	MC MIG Capital Newport Beach, California	$29.4M	-$1.7M	1	6.35%	Reduced
49	Needham Investment Management New York	$28.9M	+$344K	2	7.53%	Increased
50	First Eagle Investment Management New York	$28.6M	-$8.33M	1	0.07%	Reduced