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 |
MCM
Mudrick Capital Management
New York
| $87.3M | +$8.54M | 1 | 12% | Increased |
|
| 27 |
Fidelity Investments
Boston,
Massachusetts
| $86.6M | -$10.6M | 8 | 0.01% | Reduced |
|
| 28 |
Morgan Stanley
New York
| $85.9M | -$12.8M | 12 | 0.01% | Reduced |
|
| 29 |
D.E. Shaw & Co
New York
| $79.4M | -$4.16M | 6 | 0.07% | Reduced |
|
| 30 |
ClearBridge Investments
New York
| $76.9M | +$72.1K | 1 | 0.05% | Increased |
|
| 31 |
Capital World Investors
Los Angeles,
California
| $64.6M | $0 | 1 | 0.01% | Maintained |
|
| 32 |
Brown Advisory
Baltimore,
Maryland
| $64M | +$3.5M | 2 | 0.08% | Increased |
|
| 33 |
Norges Bank
Oslo,
Norway
| $60.8M | -$1.3M | 5 | 0.01% | Reduced |
|
| 34 |
TGM
Tenzing Global Management
San Francisco,
California
| $59.5M | +$2.97M | 1 | 22.85% | Increased |
|
| 35 |
GAMCO Investors
Greenwich,
Connecticut
| $59M | +$38.5M | 5 | 0.5% | Increased |
|
| 36 |
Select Equity Group
New York
| $49.9M | +$5.43M | 1 | 0.14% | Increased |
|
| 37 |
Millennium Management
New York
| $48.1M | +$19.7M | 11 | 0.02% | Increased |
|
| 38 |
Neuberger Berman Group
New York
| $47M | +$7.02M | 2 | 0.04% | Increased |
|
| 39 |
JP Morgan Chase
New York
| $46.6M | -$11.5M | 9 | 0.01% | Reduced |
|
| 40 |
CU
CDAM (UK)
London,
United Kingdom
| $46M | $0 | 1 | 5.51% | Maintained |
|
| 41 |
Bank of America
Charlotte,
North Carolina
| $43.7M | +$7.64M | 10 | 0% | Increased |
|
| 42 |
Kohlberg Kravis Roberts & Co
New York
| $41.1M | $0 | 1 | 0.23% | Maintained |
|
| 43 |
T. Rowe Price Associates
Baltimore,
Maryland
| $40.9M | -$381K | 7 | 0% | Reduced |
|
| 44 |
Pinnacle Associates
New York
| $40.7M | -$210K | 1 | 0.7% | Reduced |
|
| 45 |
Rubric Capital Management (New York)
New York
| $40M | +$43.7M | 1 | 1.89% | New |
|
| 46 |
QCI
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $38M | $0 | 1 | 16.05% | Maintained |
|
| 47 |
Principal Financial Group
Des Moines,
Iowa
| $37.5M | -$2.09M | 4 | 0.02% | Reduced |
|
| 48 |
Gabelli Funds
Rye,
New York
| $36.6M | +$17M | 5 | 0.23% | Increased |
|
| 49 |
CSC
Cove Street Capital
El Segundo,
California
| $36.2M | -$6.87M | 1 | 6.34% | Reduced |
|
| 50 |
Epoch Investment Partners
New York
| $35.1M | +$22.9M | 1 | 0.18% | Increased |
|