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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	Gabelli Funds Rye, New York	$72.2M	-$5.13M	3	0.43%	Reduced
27	Franklin Resources San Mateo, California	$68.1M	+$9.76M	2	0.03%	Increased
28	Norges Bank Oslo, Norway	$64.9M	+$2.81M	4	0.03%	Increased
29	WAM Warlander Asset Management New York	$61.6M	+$5.02M	1	5.59%	Increased
30	KCM Kensico Capital Management Greenwich, Connecticut	$61.3M	-$7.83M	1	0.94%	Reduced
31	Van Berkom & Associates Montreal, Quebec, Canada	$58.6M	+$2.95M	1	2.12%	Increased
32	Charles Schwab San Francisco, California	$57.4M	+$4.67M	7	0.05%	Increased
33	GAMCO Investors Greenwich, Connecticut	$57.4M	+$2.38M	3	0.37%	Increased
34	Invesco Atlanta, Georgia	$57M	+$2.16M	7	0.02%	Increased
35	Goldman Sachs New York	$56.9M	+$13.9M	6	0.01%	Increased
36	SP Steelhead Partners Seattle, Washington	$55.3M	-$1.05M	1	4.97%	Reduced
37	Horizon Kinetics New York	$49.1M	-$3.61M	2	1.61%	Reduced
38	HCM Huber Capital Management El Segundo, California	$48.8M	+$7.19M	1	2.49%	Increased
39	D.E. Shaw & Co New York	$48M	-$12.8M	5	0.08%	Reduced
40	HAM HHR Asset Management Berkeley Heights, New Jersey	$47.9M	+$1.44M	1	2.49%	Increased
41	MC MIG Capital Newport Beach, California	$47.2M	+$6.42M	2	7.19%	Increased
42	Beck Mack & Oliver New York	$44.9M	+$80.4K	1	1.51%	Increased
43	LSV Asset Management Chicago, Illinois	$44.2M	+$7.96M	1	0.08%	Increased
44	CSC Cove Street Capital El Segundo, California	$43.8M	-$3.98M	1	5.31%	Reduced
45	NIMC NWQ Investment Management Company Los Angeles, California	$43.7M	+$43.4M	1	0.6%	New
46	EdgePoint Investment Group Toronto, Ontario, Canada	$43M	+$64.7K	1	0.68%	Increased
47	HCS Harvest Capital Strategies San Francisco, California	$42.5M	-$1.79M	1	5.06%	Reduced
48	HCM Hodges Capital Management Dallas, Texas	$40.9M	-$6.83M	1	2.43%	Reduced
49	State of New Jersey Common Pension Fund D Trenton, New Jersey	$37.9M	-$2.94M	1	0.16%	Reduced
50	Royce & Associates New York	$37.4M	+$2.18M	2	0.25%	Increased