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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	NSCM New South Capital Management Memphis, Tennessee	$99.9M	+$2.8M	1	3.75%	Increased
27	Select Equity Group New York	$87.6M	+$36.3M	1	0.28%	Increased
28	Van Berkom & Associates Montreal, Quebec, Canada	$81.2M	-$4.68M	1	2.91%	Reduced
29	Norges Bank Oslo, Norway	$80.3M	+$17.1M	5	0.02%	Increased
30	ClearBridge Investments New York	$79.5M	+$4.2M	1	0.06%	Increased
31	TGM Tenzing Global Management San Francisco, California	$76.2M	-$5.85M	1	27.35%	Reduced
32	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$71.3M	-$94.4M	1	0.05%	Reduced
33	Morgan Stanley New York	$69.1M	-$16.5M	11	0.01%	Reduced
34	Nikko Asset Management Americas New York	$67.1M	-$94.5M	1	0.49%	Reduced
35	Capital World Investors Los Angeles, California	$63.1M	$0	1	0.01%	Maintained
36	Brown Advisory Baltimore, Maryland	$60.3M	+$159K	2	0.09%	Increased
37	JP Morgan Chase New York	$55.7M	+$7.82M	9	0.01%	Increased
38	Neuberger Berman Group New York	$51.8M	-$195K	2	0.04%	Reduced
39	GAMCO Investors Greenwich, Connecticut	$49.8M	+$6.41M	5	0.45%	Increased
40	Kohlberg Kravis Roberts & Co New York	$45M	$0	1	0.41%	Maintained
41	Lord, Abbett & Co Jersey City, New Jersey	$45M	+$19.1M	1	0.12%	Increased
42	T. Rowe Price Associates Baltimore, Maryland	$44.9M	+$4.29M	7	0%	Increased
43	CU CDAM (UK) London, United Kingdom	$42.5M	$0	1	5.56%	Maintained
44	CSC Cove Street Capital El Segundo, California	$41.5M	+$1.71M	1	7.34%	Increased
45	Marshall Wace London, United Kingdom	$40.2M	+$15.1M	5	0.08%	Increased
46	SCM Simcoe Capital Management New York	$38.8M	+$17.9M	1	4.66%	Increased
47	Pinnacle Associates New York	$38M	-$1.57M	1	0.67%	Reduced
48	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$37.8M	+$2.8M	1	14.44%	Increased
49	Bank of America Charlotte, North Carolina	$37.8M	-$8.58M	10	0%	Reduced
50	Epoch Investment Partners New York	$37M	+$4.6M	1	0.18%	Increased