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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	MP Mangrove Partners Greenwich, Connecticut	$52.8M	+$4.7M	1	7.28%	Increased
27	Charles Schwab San Francisco, California	$52.7M	+$3.07M	7	0.03%	Increased
28	SHCM Silver Heights Capital Management Toronto, Ontario, Canada	$51.8M	-$4.57M	1	37.61%	Reduced
29	MCM Mudrick Capital Management New York	$50.6M	+$36.6M	2	61.98%	Increased
30	CU CDAM (UK) London, United Kingdom	$49.6M	-$47.7K	1	11.02%	Reduced
31	Nuveen Charlotte, North Carolina	$46.5M	+$7.18M	6	0.02%	Increased
32	PWAM Park West Asset Management San Francisco, California	$45.3M	+$27.3M	1	3.07%	Increased
33	Bank of America Charlotte, North Carolina	$44.1M	+$35.2M	8	0.01%	Increased
34	Fiduciary Management Inc Milwaukee, Wisconsin	$43M	+$11.2M	1	0.37%	Increased
35	Franklin Resources San Mateo, California	$40.3M	-$51.7M	1	0.03%	Reduced
36	CAM Contour Asset Management New York	$39.7M	+$4.2M	1	2.6%	Increased
37	ARK Investment Management St. Petersburg, Florida	$36.6M	+$38.5M	1	0.91%	Increased
38	Morgan Stanley New York	$35.8M	-$8.69M	9	0.01%	Reduced
39	Brown Advisory Baltimore, Maryland	$35.2M	-$192K	3	0.11%	Reduced
40	ClearBridge Investments New York	$33.5M	+$9.05M	2	0.04%	Increased
41	Putnam Investments Boston, Massachusetts	$32.9M	-$46.5M	2	0.09%	Reduced
42	Gabelli Funds Rye, New York	$31.3M	+$2.46M	4	0.28%	Increased
43	CSC Cove Street Capital El Segundo, California	$29.8M	+$20.9M	1	6.1%	Increased
44	Nikko Asset Management Americas New York	$29.1M	+$32.9M	1	0.54%	Increased
45	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$29.1M	+$32.9M	1	0.03%	Increased
46	GAMCO Investors Greenwich, Connecticut	$28.9M	-$2.59M	4	0.34%	Reduced
47	Pinnacle Associates New York	$28.4M	-$5.83M	1	0.86%	Reduced
48	DS Dudley & Shanley Palm Beach, Florida	$26.7M	+$1.53M	1	6.72%	Increased
49	Wells Fargo San Francisco, California	$25.4M	+$16.1M	8	0.01%	Increased
50	Principal Financial Group Des Moines, Iowa	$25.2M	-$5.8M	3	0.03%	Reduced