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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	Disciplined Growth Investors Minneapolis, Minnesota	$72.6M	-$1.25M	1	1.52%	Reduced
27	Principal Financial Group Des Moines, Iowa	$72.3M	+$15.1K	5	0.07%	Increased
28	Gabelli Funds Rye, New York	$67.7M	-$2.03M	3	0.39%	Reduced
29	Charles Schwab San Francisco, California	$58.9M	+$3.4M	7	0.05%	Increased
30	Invesco Atlanta, Georgia	$58.3M	+$3.57M	7	0.02%	Increased
31	KCM Kensico Capital Management Greenwich, Connecticut	$57.8M	$0	1	0.88%	Maintained
32	Van Berkom & Associates Montreal, Quebec, Canada	$54.5M	-$154K	1	1.96%	Reduced
33	GAMCO Investors Greenwich, Connecticut	$54.2M	-$823K	3	0.34%	Reduced
34	Goldman Sachs New York	$52.6M	-$751K	6	0.01%	Reduced
35	HCM Huber Capital Management El Segundo, California	$51.7M	-$1.07M	1	2.84%	Reduced
36	MC MIG Capital Newport Beach, California	$51.3M	+$7.42M	2	7.37%	Increased
37	Fiduciary Management Inc Milwaukee, Wisconsin	$50.1M	+$21.6M	1	0.3%	Increased
38	D.E. Shaw & Co New York	$48.2M	+$7.22M	4	0.07%	Increased
39	WAM Warlander Asset Management New York	$47.3M	+$278K	1	6.33%	Increased
40	Horizon Kinetics New York	$44.4M	-$1.9M	2	1.31%	Reduced
41	CSC Cove Street Capital El Segundo, California	$43.3M	+$715K	1	4.83%	Increased
42	SP Steelhead Partners Seattle, Washington	$42.9M	+$675K	1	3.96%	Increased
43	EdgePoint Investment Group Toronto, Ontario, Canada	$40.6M	$0	1	0.61%	Maintained
44	Royce & Associates New York	$39.8M	+$590K	2	0.26%	Increased
45	HAM HHR Asset Management Berkeley Heights, New Jersey	$39.5M	+$3.33M	1	2.06%	Increased
46	SIG Senator Investment Group New York	$38.4M	+$41.5M	1	0.51%	New
47	NIMC NWQ Investment Management Company Los Angeles, California	$37.9M	-$4.5M	1	0.46%	Reduced
48	State of New Jersey Common Pension Fund D Trenton, New Jersey	$36.3M	+$588K	1	0.15%	Increased
49	HCM Hodges Capital Management Dallas, Texas	$34.9M	-$7.53M	1	2.36%	Reduced
50	BCM Billings Capital Management Arlington, Virginia	$34.8M	+$2.35M	1	22.46%	Increased