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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	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$64.3M	-$41.9M	1	4.36%	Reduced
27	Principal Financial Group Des Moines, Iowa	$64.1M	-$1.71M	5	0.08%	Reduced
28	Geode Capital Management Boston, Massachusetts	$62M	+$6.91M	8	0.03%	Increased
29	Franklin Resources San Mateo, California	$57M	-$26.7M	2	0.03%	Reduced
30	Thompson Siegel & Walmsley Richmond, Virginia	$53.2M	-$990K	3	0.7%	Reduced
31	D.E. Shaw & Co New York	$50.7M	-$11.4M	5	0.09%	Reduced
32	Van Berkom & Associates Montreal, Quebec, Canada	$48.5M	-$868K	1	1.95%	Reduced
33	Horizon Kinetics New York	$47.5M	-$7.69M	2	1.53%	Reduced
34	Invesco Atlanta, Georgia	$47.1M	+$779K	7	0.02%	Increased
35	SCM Steadfast Capital Management New York	$44.3M	+$21.1M	1	0.91%	Increased
36	CSC Cove Street Capital El Segundo, California	$44.2M	+$3.22M	1	4.62%	Increased
37	SP Steelhead Partners Seattle, Washington	$41.5M	-$530K	1	4.04%	Reduced
38	Charles Schwab San Francisco, California	$40.4M	+$4.87M	7	0.04%	Increased
39	1832 Asset Management Toronto, Ontario, Canada	$40M	+$13.9M	1	0.12%	Increased
40	GAMCO Investors Greenwich, Connecticut	$39.6M	+$853K	3	0.25%	Increased
41	CCP Clough Capital Partners Boston, Massachusetts	$38.5M	+$2.9M	1	2.55%	Increased
42	WAM Warlander Asset Management New York	$37.1M	+$24.5M	1	4.53%	New
43	Disciplined Growth Investors Minneapolis, Minnesota	$36.6M	+$999K	1	0.84%	Increased
44	GA Glenhill Advisors New York	$36.5M	+$24.1M	1	2.59%	Increased
45	State of New Jersey Common Pension Fund D Trenton, New Jersey	$36.2M	-$2.45M	1	0.16%	Reduced
46	HCS Harvest Capital Strategies San Francisco, California	$36M	+$3.63M	1	4.9%	Increased
47	Morgan Stanley New York	$35.7M	+$23.5M	7	0.01%	Increased
48	BlackRock Investment Management Wilmington, Delaware	$34.5M	+$5.17M	7	0.04%	Increased
49	Beck Mack & Oliver New York	$33.2M	-$78.3K	1	1.19%	Reduced
50	LSV Asset Management Chicago, Illinois	$33M	-$5.09M	2	0.06%	Reduced