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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	Goldman Sachs New York	$87.2M	+$28.3M	8	0.02%	Increased
27	Capital International Investors Los Angeles, California	$82M	$0	1	0.03%	Maintained
28	Charles Schwab San Francisco, California	$81.5M	+$1.4M	7	0.04%	Increased
29	Select Equity Group New York	$79.9M	+$45.3M	1	0.5%	Increased
30	Fiduciary Management Inc Milwaukee, Wisconsin	$73.4M	-$436K	1	0.46%	Reduced
31	Morgan Stanley New York	$67.8M	+$15.4M	9	0.02%	Increased
32	CU CDAM (UK) London, United Kingdom	$67.3M	+$3.46M	1	11.43%	Increased
33	MP Mangrove Partners Greenwich, Connecticut	$66.1M	$0	1	9.67%	Maintained
34	Nuveen Charlotte, North Carolina	$62.9M	+$111K	6	0.02%	Increased
35	SHCM Silver Heights Capital Management Toronto, Ontario, Canada	$61.5M	-$12.7M	1	31.55%	Reduced
36	MCM Mudrick Capital Management New York	$57.4M	-$1.91M	1	81.15%	Reduced
37	Lord, Abbett & Co Jersey City, New Jersey	$52.5M	+$21.3M	2	0.18%	Increased
38	NIMC NWQ Investment Management Company Los Angeles, California	$50.3M	+$49.1M	1	1.25%	New
39	CAM Contour Asset Management New York	$48.9M	+$45.3M	1	2.55%	New
40	Brown Advisory Baltimore, Maryland	$46.4M	+$39.9K	3	0.12%	Increased
41	Principal Financial Group Des Moines, Iowa	$44.6M	-$1.19M	4	0.04%	Reduced
42	BC Brahman Capital New York	$42M	+$23.4M	1	4.03%	Increased
43	GAMCO Investors Greenwich, Connecticut	$41.9M	-$444K	3	0.33%	Reduced
44	Gabelli Funds Rye, New York	$40.9M	-$1.76M	3	0.26%	Reduced
45	NPCM North Peak Capital Management New York	$40M	+$2.22M	1	10.82%	Increased
46	Thornburg Investment Management Santa Fe, New Mexico	$38.3M	-$9.67M	1	0.37%	Reduced
47	Ameriprise Minneapolis, Minnesota	$37.3M	+$6.34M	5	0.02%	Increased
48	Pinnacle Associates New York	$36.8M	-$3.71M	1	0.81%	Reduced
49	California Public Employees Retirement System Sacramento, California	$34.8M	+$9.7M	7	0.03%	Increased
50	CSC Cove Street Capital El Segundo, California	$34.1M	+$430K	1	4.51%	Increased