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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
Goldman Sachs
Goldman Sachs
New York
$76.4M -$36.4M 8 0.02% Reduced
27
D.E. Shaw & Co
D.E. Shaw & Co
New York
$70.4M -$14.8M 4 0.08% Reduced
28
JP Morgan Chase
JP Morgan Chase
New York
$67.6M +$6.02M 9 0.01% Increased
29
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$64M +$1.71M 8 0.01% Increased
30
Renaissance Technologies
Renaissance Technologies
New York
$63.8M -$3.04M 6 0.09% Reduced
31
Select Equity Group
Select Equity Group
New York
$61.9M -$38.6M 1 0.23% Reduced
32
Millennium Management
Millennium Management
New York
$58.1M +$7.59M 9 0.03% Increased
33
American Century Companies
American Century Companies
Missouri
$57.1M +$8.47M 3 0.05% Increased
34
Neuberger Berman Group
Neuberger Berman Group
New York
$54.5M +$12.8M 2 0.05% Increased
35
Brown Advisory
Brown Advisory
Maryland
$47.5M -$5.85M 2 0.09% Reduced
36
CCFM
Cohen & Co Financial Management
New York
$43.9M +$106M 1 75.63% New
37
Bank of America
Bank of America
North Carolina
$43.7M +$27.8M 11 0.01% Increased
38
Principal Financial Group
Principal Financial Group
Iowa
$42.9M -$1.21M 5 0.03% Reduced
39
Pinnacle Associates
Pinnacle Associates
New York
$39.9M -$6.5M 2 0.87% Reduced
40
NSCM
New South Capital Management
Tennessee
$38.8M -$26.9M 1 1.79% Reduced
41
Legal & General Group
Legal & General Group
United Kingdom
$38M +$3.17M 6 0.01% Increased
42
TGM
Tenzing Global Management
California
$37.6M -$2.89M 1 23.03% Reduced
43
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$36.6M -$7.15M 1 0.03% Reduced
44
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$36.6M -$7.15M 1 0.53% Reduced
45
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$35.3M -$3.54M 1 0.13% Reduced
46
DS
Dudley & Shanley
Florida
$34.3M $0 1 7.73% Maintained
47
BDCM
Black Diamond Capital Management
Connecticut
$33.7M $0 1 20.69% Maintained
48
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$33.4M +$235K 6 0.04% Increased
49
GAMCO Investors
GAMCO Investors
Connecticut
$32.7M -$1.78M 5 0.35% Reduced
50
Driehaus Capital Management
Driehaus Capital Management
Illinois
$32.2M +$7.79M 2 0.48% Increased