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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	SHCM Silver Heights Capital Management Toronto, Ontario, Canada	$95.2M	-$889K	1	34.7%	Reduced
27	Summit Partners Public Asset Management Boston, Massachusetts	$90.5M	+$19.2M	1	2.84%	Increased
28	Renaissance Technologies New York	$85.3M	+$6.01M	7	0.11%	Increased
29	Van Berkom & Associates Montreal, Quebec, Canada	$80.4M	-$8.99M	1	2.44%	Reduced
30	ClearBridge Investments New York	$74.1M	-$217K	1	0.05%	Reduced
31	TGM Tenzing Global Management San Francisco, California	$72.7M	-$605K	1	24.56%	Reduced
32	Norges Bank Oslo, Norway	$68.3M	-$11.6M	5	0.02%	Reduced
33	JP Morgan Chase New York	$62.7M	-$8.09M	8	0.01%	Reduced
34	Capital World Investors Los Angeles, California	$62.3M	$0	1	0.01%	Maintained
35	Brown Advisory Baltimore, Maryland	$58.4M	+$569K	2	0.09%	Increased
36	CSC Cove Street Capital El Segundo, California	$52.1M	-$4.39M	1	7.73%	Reduced
37	Kohlberg Kravis Roberts & Co New York	$50.8M	$0	1	0.25%	Maintained
38	Neuberger Berman Group New York	$50.5M	-$695K	1	0.04%	Reduced
39	Franklin Resources San Mateo, California	$49.6M	+$104K	2	0.02%	Increased
40	Two Sigma Advisers New York	$47.3M	-$2.81M	8	0.12%	Reduced
41	ACM Ashford Capital Management Wilmington, Delaware	$45.4M	+$11M	1	4.12%	Increased
42	CU CDAM (UK) London, United Kingdom	$44.5M	-$873K	1	5.48%	Reduced
43	Select Equity Group New York	$42.8M	+$36.5M	1	0.14%	Increased
44	Principal Financial Group Des Moines, Iowa	$42.4M	+$3.06M	5	0.03%	Increased
45	Bank of America Charlotte, North Carolina	$41.6M	+$1.25M	9	0%	Increased
46	T. Rowe Price Associates Baltimore, Maryland	$40.7M	+$5.7M	6	0%	Increased
47	Pinnacle Associates New York	$39.5M	-$1.59M	1	0.73%	Reduced
48	William Blair Investment Management Chicago, Illinois	$37.9M	+$405K	1	0.11%	Increased
49	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$36.7M	+$2.97M	1	15.76%	Increased
50	Two Sigma Investments New York	$35.1M	+$2.18M	5	0.08%	Increased