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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
Brown Advisory
Brown Advisory
Maryland
$59.8M +$4.73M 2 0.21% Increased
27
D.E. Shaw & Co
D.E. Shaw & Co
New York
$56.1M +$12.7M 5 0.1% Increased
28
Geode Capital Management
Geode Capital Management
Massachusetts
$54.5M +$2.77M 8 0.03% Increased
29
Millennium Management
Millennium Management
New York
$50.7M -$3.68M 5 0.08% Reduced
30
Horizon Kinetics
Horizon Kinetics
New York
$48.7M -$2.82M 2 1.36% Reduced
31
CSC
Cove Street Capital
California
$46.5M -$2.19M 1 5.01% Reduced
32
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$46.3M -$6.07M 3 0.72% Reduced
33
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$41.8M +$2.54M 1 1.77% Increased
34
Invesco
Invesco
Georgia
$41.7M -$1.36M 7 0.01% Reduced
35
CCP
Clough Capital Partners
Massachusetts
$40.4M -$1.34M 1 2.11% Reduced
36
VM
Valinor Management
New York
$40.3M -$12.4M 1 1.39% Reduced
37
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$40.3M -$799K 1 0.96% Reduced
38
ECP
Elk Creek Partners
Colorado
$36.2M +$1.77M 2 2.38% Increased
39
Charles Schwab
Charles Schwab
California
$36M +$4.11M 7 0.04% Increased
40
GAMCO Investors
GAMCO Investors
Connecticut
$35.6M -$354K 3 0.23% Reduced
41
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$33.1M +$1.56M 1 0.14% Increased
42
LSV Asset Management
LSV Asset Management
Illinois
$32.9M -$2.3M 2 0.06% Reduced
43
SP
Steelhead Partners
Washington
$32.4M -$580K 1 3.15% Reduced
44
MC
MIG Capital
California
$31.7M +$4.36M 1 5.8% Increased
45
BlackRock Investment Management
BlackRock Investment Management
Delaware
$30.9M +$422K 7 0.04% Increased
46
1832 Asset Management
1832 Asset Management
Ontario, Canada
$30.6M -$11M 1 0.12% Reduced
47
Needham Investment Management
Needham Investment Management
New York
$28.6M +$273K 2 7.55% Increased
48
SCM
Steadfast Capital Management
New York
$28M +$27.7M 1 0.5% New
49
HCS
Harvest Capital Strategies
California
$27.4M +$14.7M 1 3.99% Increased
50
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$26.9M +$1.15M 7 0.02% Increased
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