← 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	OAMG Odey Asset Management Group London, United Kingdom	$59.7M	-$11.5M	1	10.26%	Reduced
27	Charles Schwab San Francisco, California	$57.2M	+$1.08M	7	0.03%	Increased
28	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$54.4M	+$19.6M	1	0.04%	Increased
29	Goldman Sachs New York	$52.8M	-$9.41M	8	0.02%	Reduced
30	Nikko Asset Management Americas New York	$51.8M	+$19.6M	1	0.68%	Increased
31	Morgan Stanley New York	$51.3M	+$13.9M	9	0.01%	Increased
32	Franklin Resources San Mateo, California	$45.4M	+$2.77M	1	0.02%	Increased
33	CU CDAM (UK) London, United Kingdom	$44.9M	+$1.61M	1	8.09%	Increased
34	Nuveen Charlotte, North Carolina	$43.9M	-$6.63M	6	0.02%	Reduced
35	Disciplined Growth Investors Minneapolis, Minnesota	$42.3M	-$17.2M	1	1.03%	Reduced
36	ClearBridge Investments New York	$41.5M	+$3.06M	1	0.04%	Increased
37	PWAM Park West Asset Management San Francisco, California	$35.9M	-$3.95M	1	1.78%	Reduced
38	Brown Advisory Baltimore, Maryland	$34M	+$1.8M	3	0.08%	Increased
39	CAM Contour Asset Management New York	$34M	-$755K	1	1.67%	Reduced
40	CSC Cove Street Capital El Segundo, California	$31.9M	+$93.8K	1	6.31%	Increased
41	Pinnacle Associates New York	$31.7M	-$551K	1	0.78%	Reduced
42	MP Mangrove Partners Greenwich, Connecticut	$30.2M	-$17.3M	1	7.38%	Reduced
43	ICM Indaba Capital Management San Francisco, California	$30M	+$32.6M	1	11.36%	New
44	Principal Financial Group Des Moines, Iowa	$29.4M	+$816K	3	0.03%	Increased
45	Arrowstreet Capital Boston, Massachusetts	$29.3M	+$5.83M	6	0.05%	Increased
46	GAMCO Investors Greenwich, Connecticut	$29.1M	-$872K	4	0.33%	Reduced
47	Gabelli Funds Rye, New York	$27.8M	-$1.09M	4	0.23%	Reduced
48	DS Dudley & Shanley Palm Beach, Florida	$27.7M	-$2.58M	1	7.65%	Reduced
49	Ameriprise Minneapolis, Minnesota	$26.1M	-$239K	7	0.01%	Reduced
50	JP Morgan Chase New York	$25M	+$8.88M	8	0%	Increased