← All themes Space Economy

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	GA Glenhill Advisors New York	$84.6M	+$541K	1	6.23%	Increased
27	Principal Financial Group Des Moines, Iowa	$77.9M	-$326K	5	0.07%	Reduced
28	Norges Bank Oslo, Norway	$72.7M	-$15.6M	4	0.03%	Reduced
29	Fiduciary Management Inc Milwaukee, Wisconsin	$68M	+$8.99M	1	0.42%	Increased
30	Gabelli Funds Rye, New York	$68M	-$1.28M	3	0.39%	Reduced
31	Charles Schwab San Francisco, California	$67.7M	+$3.3M	7	0.05%	Increased
32	Invesco Atlanta, Georgia	$61.7M	-$3.99M	7	0.02%	Reduced
33	Van Berkom & Associates Montreal, Quebec, Canada	$60.2M	-$2.12M	1	1.96%	Reduced
34	MC MIG Capital Newport Beach, California	$58.9M	+$2.42M	2	7.92%	Increased
35	CSC Cove Street Capital El Segundo, California	$57.6M	+$6.68M	1	6.21%	Increased
36	CU CDAM (UK) London, United Kingdom	$56.2M	+$53.7M	1	12.7%	New
37	SIG Senator Investment Group New York	$56M	+$18.2M	1	0.6%	Increased
38	Goldman Sachs New York	$54.9M	-$1.58M	6	0.01%	Reduced
39	GAMCO Investors Greenwich, Connecticut	$54.8M	-$1.42M	3	0.34%	Reduced
40	HCM Huber Capital Management El Segundo, California	$54.5M	-$1.14M	1	2.97%	Reduced
41	D.E. Shaw & Co New York	$53M	+$5.15M	5	0.07%	Increased
42	KCM Kensico Capital Management Greenwich, Connecticut	$47.4M	-$12.5M	1	0.94%	Reduced
43	Royce & Associates New York	$45.5M	+$1.94M	2	0.3%	Increased
44	Horizon Kinetics New York	$43.4M	-$3.16M	2	1.27%	Reduced
45	NIMC NWQ Investment Management Company Los Angeles, California	$42.8M	-$1.17M	1	0.56%	Reduced
46	EdgePoint Investment Group Toronto, Ontario, Canada	$42.5M	+$80.8K	1	0.61%	Increased
47	WAM Warlander Asset Management New York	$42M	+$4.6M	1	4.44%	Increased
48	Morgan Stanley New York	$42M	+$10M	8	0.01%	Increased
49	State of New Jersey Common Pension Fund D Trenton, New Jersey	$39.5M	+$1.43M	1	0.15%	Increased
50	Bank of America Charlotte, North Carolina	$38.6M	+$8.22M	8	0.01%	Increased