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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	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$47.6M	-$7.69M	1	0.03%	Reduced
27	Nikko Asset Management Americas New York	$46.9M	-$7.69M	1	0.42%	Reduced
28	Franklin Resources San Mateo, California	$46.1M	+$5.66M	1	0.02%	Increased
29	Goldman Sachs New York	$45.2M	-$4.16M	9	0.01%	Reduced
30	ClearBridge Investments New York	$41.7M	+$6.99K	1	0.04%	Increased
31	Nuveen Charlotte, North Carolina	$40.8M	-$2.66M	6	0.02%	Reduced
32	CU CDAM (UK) London, United Kingdom	$39.9M	-$96.4K	1	6.67%	Reduced
33	Disciplined Growth Investors Minneapolis, Minnesota	$36.8M	-$1.2M	1	0.86%	Reduced
34	CSC Cove Street Capital El Segundo, California	$35.9M	+$8.05M	1	6.79%	Increased
35	TGM Tenzing Global Management San Francisco, California	$33.7M	+$6.28M	1	15.11%	Increased
36	PWAM Park West Asset Management San Francisco, California	$33.4M	-$166K	2	1.29%	Reduced
37	Principal Financial Group Des Moines, Iowa	$31.3M	+$3.39M	3	0.03%	Increased
38	Brown Advisory Baltimore, Maryland	$31.1M	-$103K	3	0.06%	Reduced
39	Pinnacle Associates New York	$30.5M	-$1.46M	1	0.73%	Reduced
40	GAMCO Investors Greenwich, Connecticut	$29.8M	-$1.62M	3	0.33%	Reduced
41	JP Morgan Chase New York	$28.8M	-$6.42M	9	0%	Reduced
42	Needham Investment Management New York	$28.5M	+$5.17M	2	5.69%	Increased
43	ICM Indaba Capital Management San Francisco, California	$27.8M	+$1.23M	1	8.83%	Increased
44	Gabelli Funds Rye, New York	$27.6M	+$1.47M	5	0.21%	Increased
45	Ameriprise Minneapolis, Minnesota	$27.3M	+$2.29M	6	0.01%	Increased
46	Arrowstreet Capital Boston, Massachusetts	$26.6M	-$2.82M	6	0.04%	Reduced
47	Millennium Management New York	$26.3M	+$5.15M	6	0.03%	Increased
48	DS Dudley & Shanley Palm Beach, Florida	$26.1M	-$1.89M	1	6.33%	Reduced
49	CAM Contour Asset Management New York	$24.7M	-$6.18M	1	1.01%	Reduced
50	Two Sigma Investments New York	$24.6M	+$17.9M	3	0.09%	Increased