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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	ClearBridge Investments New York	$73.5M	+$7.55M	1	0.06%	Increased
27	NSCM New South Capital Management Memphis, Tennessee	$72.9M	-$11.3M	1	2.42%	Reduced
28	Goldman Sachs New York	$72.7M	+$16.7M	9	0.02%	Increased
29	Morgan Stanley New York	$72.6M	+$3.05M	9	0.01%	Increased
30	Charles Schwab San Francisco, California	$67.2M	+$1.92M	7	0.03%	Increased
31	Fidelity Investments Boston, Massachusetts	$53.5M	-$59M	5	0%	Reduced
32	OAMG Odey Asset Management Group London, United Kingdom	$52M	+$53.9M	1	13.34%	Increased
33	Principal Financial Group Des Moines, Iowa	$46M	+$2.34M	5	0.03%	Increased
34	Pinnacle Associates New York	$44M	-$2.32M	1	0.89%	Reduced
35	Franklin Resources San Mateo, California	$42.3M	-$1.57M	1	0.02%	Reduced
36	JP Morgan Chase New York	$40.1M	+$6.37M	8	0.01%	Increased
37	CU CDAM (UK) London, United Kingdom	$37.6M	+$4.12M	1	5.74%	Increased
38	CSC Cove Street Capital El Segundo, California	$35.8M	+$1.82M	1	6.33%	Increased
39	GAMCO Investors Greenwich, Connecticut	$35.3M	-$1.72M	3	0.33%	Reduced
40	Ameriprise Minneapolis, Minnesota	$34.2M	-$2.77M	4	0.01%	Reduced
41	DS Dudley & Shanley Palm Beach, Florida	$33.6M	-$5.18M	1	6.18%	Reduced
42	TGM Tenzing Global Management San Francisco, California	$33.2M	-$1.98M	1	8%	Reduced
43	HP Hound Partners New York	$33.2M	-$35.8M	1	2.1%	Reduced
44	Legal & General Group London, United Kingdom	$33.1M	+$248K	7	0.01%	Increased
45	UBS O'Connor Chicago, Illinois	$30.9M	$0	1	0.63%	Maintained
46	Brown Advisory Baltimore, Maryland	$30.1M	-$863K	3	0.05%	Reduced
47	D.E. Shaw & Co New York	$30M	+$14.4M	6	0.03%	Increased
48	Needham Investment Management New York	$28.7M	-$3.17M	2	4.82%	Reduced
49	Parametric Portfolio Associates Seattle, Washington	$27.9M	+$458K	6	0.02%	Increased
50	PWAM Park West Asset Management San Francisco, California	$27.3M	-$1.37M	1	0.57%	Reduced