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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
Principal Financial Group
Principal Financial Group
Iowa
$72M +$1.07M 5 0.07% Increased
27
HCM
Huber Capital Management
California
$70.7M -$2.42M 1 4.14% Reduced
28
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$65.7M +$8.86M 1 1.99% Increased
29
Charles Schwab
Charles Schwab
California
$64.6M +$2.14M 7 0.05% Increased
30
Norges Bank
Norges Bank
Norway
$59.4M -$5.06M 4 0.02% Reduced
31
Gabelli Funds
Gabelli Funds
New York
$57.6M -$204K 3 0.34% Reduced
32
Invesco
Invesco
Georgia
$56.8M -$4.45M 7 0.02% Reduced
33
Goldman Sachs
Goldman Sachs
New York
$55.3M +$7.46M 6 0.01% Increased
34
Royce & Associates
Royce & Associates
New York
$54.3M -$808K 2 0.38% Reduced
35
GA
Glenhill Advisors
New York
$52.9M -$24.1M 1 6.05% Reduced
36
CU
CDAM (UK)
United Kingdom
$51.4M +$2.16M 1 13.62% Increased
37
FCM
Freshford Capital Management
New York
$50.7M +$27.4M 2 8.42% Increased
38
CSC
Cove Street Capital
California
$48.9M -$1.83M 1 5.39% Reduced
39
SIG
Senator Investment Group
New York
$48.7M +$6.59M 1 0.58% Increased
40
MC
MIG Capital
California
$48.7M $0 2 7.43% Maintained
41
MCM
Mudrick Capital Management
New York
$47.9M -$4.22M 1 100% Reduced
42
D.E. Shaw & Co
D.E. Shaw & Co
New York
$47.2M +$5.45M 5 0.06% Increased
43
GAMCO Investors
GAMCO Investors
Connecticut
$47.2M -$409K 3 0.32% Reduced
44
Bank of America
Bank of America
North Carolina
$40.5M +$6.78M 8 0.01% Increased
45
Morgan Stanley
Morgan Stanley
New York
$39.5M +$2.22M 8 0.01% Increased
46
KCM
Kensico Capital Management
Connecticut
$38.1M -$4.06M 1 0.68% Reduced
47
BM
Bridger Management
New York
$37.5M +$6.68M 1 2.28% Increased
48
Glenmede Trust
Glenmede Trust
Pennsylvania
$37.1M $0 3 0.15% Maintained
49
PIMJS
PKO Investment Management Joint-Stock
Poland
$36.9M +$583K 1 8.28% Increased
50
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$36.8M -$764K 1 0.52% Reduced