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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	Charles Schwab San Francisco, California	$84.8M	+$4.15M	7	0.03%	Increased
27	Morgan Stanley New York	$83.7M	-$504K	9	0.01%	Reduced
28	ClearBridge Investments New York	$76.7M	-$439K	1	0.06%	Reduced
29	Capital World Investors Los Angeles, California	$64.5M	-$101M	1	0.01%	Reduced
30	Goldman Sachs New York	$60.2M	-$26.2M	8	0.02%	Reduced
31	CSC Cove Street Capital El Segundo, California	$50.6M	-$2.11M	1	7.25%	Reduced
32	Summit Partners Public Asset Management Boston, Massachusetts	$48M	+$48.3M	1	2.08%	New
33	Fidelity Investments Boston, Massachusetts	$47.8M	-$16.9M	5	0%	Reduced
34	OAMG Odey Asset Management Group London, United Kingdom	$46.8M	-$30M	1	13.12%	Reduced
35	Brown Advisory Baltimore, Maryland	$46.8M	+$13.5M	3	0.08%	Increased
36	JP Morgan Chase New York	$46.6M	+$4.89M	8	0.01%	Increased
37	Neuberger Berman Group New York	$45.8M	+$20.7M	1	0.04%	Increased
38	Susquehanna International Group Bala Cynwyd, Pennsylvania	$45.4M	+$35.2M	9	0.01%	Increased
39	Franklin Resources San Mateo, California	$43.6M	-$18.8M	1	0.02%	Reduced
40	CU CDAM (UK) London, United Kingdom	$42.6M	$0	1	5.63%	Maintained
41	Pinnacle Associates New York	$41.8M	-$4.65M	1	0.8%	Reduced
42	TGM Tenzing Global Management San Francisco, California	$41.5M	+$10.1M	1	13.31%	Increased
43	D.E. Shaw & Co New York	$40.1M	+$9.99M	3	0.04%	Increased
44	Arrowstreet Capital Boston, Massachusetts	$38.6M	+$18.5M	5	0.05%	Increased
45	Principal Financial Group Des Moines, Iowa	$37.9M	-$15.7M	5	0.03%	Reduced
46	T. Rowe Price Associates Baltimore, Maryland	$36.5M	+$31.7M	6	0%	Increased
47	Two Sigma Advisers New York	$35.7M	+$10.5M	5	0.1%	Increased
48	SCC Spring Creek Capital Wichita, Kansas	$34.3M	$0	1	1.48%	Maintained
49	Bank of America Charlotte, North Carolina	$32.6M	+$14.3M	9	0%	Increased
50	Needham Investment Management New York	$31.2M	-$4.81M	2	4.26%	Reduced