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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	Disciplined Growth Investors Minneapolis, Minnesota	$85.5M	+$112K	1	1.87%	Increased
27	MCM Mudrick Capital Management New York	$80.5M	-$3.58M	1	18.03%	Reduced
28	FP FPR Partners San Francisco, California	$79.9M	-$34.4M	1	5.23%	Reduced
29	Fidelity Investments Boston, Massachusetts	$75.5M	+$5.43M	8	0.01%	Increased
30	Norges Bank Oslo, Norway	$72.6M	-$848K	2	0.01%	Reduced
31	Nikko Asset Management Americas New York	$71.8M	+$21.4M	1	0.69%	Increased
32	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$71.8M	+$21.4M	1	0.05%	Increased
33	D.E. Shaw & Co New York	$71.2M	+$15.4M	7	0.06%	Increased
34	Renaissance Technologies New York	$67.2M	+$6.27M	9	0.1%	Increased
35	Capital World Investors Los Angeles, California	$64.4M	$0	1	0.01%	Maintained
36	ArrowMark Colorado Holdings Denver, Colorado	$64.2M	+$11.4M	1	0.71%	Increased
37	Millennium Management New York	$59.7M	-$9.51M	9	0.03%	Reduced
38	Bank of America Charlotte, North Carolina	$56.9M	+$24.2M	12	0.01%	Increased
39	T. Rowe Price Associates Baltimore, Maryland	$56M	-$159K	8	0.01%	Reduced
40	Jacobs Levy Equity Management Florham Park, New Jersey	$51.4M	+$46.3M	4	0.26%	Increased
41	JP Morgan Chase New York	$49.5M	+$2.49M	11	0%	Increased
42	Select Equity Group New York	$46.7M	+$29.8M	1	0.17%	Increased
43	Principal Financial Group Des Moines, Iowa	$45.1M	+$7.81M	5	0.03%	Increased
44	PS Pennant Select Summit, New Jersey	$36.9M	+$28.7M	1	35.02%	New
45	GAMCO Investors Greenwich, Connecticut	$36.1M	+$4.54M	4	0.39%	Increased
46	Beck Mack & Oliver New York	$35.8M	-$67.6K	1	0.83%	Reduced
47	PI Pennant Investors Summit, New Jersey	$35.7M	+$27.7M	1	7.79%	New
48	GAM Goldentree Asset Management New York	$34.5M	+$26.8M	1	3.58%	New
49	Legal & General Group London, United Kingdom	$31.7M	-$1.17M	8	0.01%	Reduced
50	TGM Tenzing Global Management San Francisco, California	$30.4M	+$5.3M	1	23.65%	Increased