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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
ARK Investment Management
ARK Investment Management
Florida
$70.9M -$1.42M 3 0.63% Reduced
27
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$66.3M +$11.3M 1 0.77% Increased
28
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$65.9M +$10.9M 1 0.05% Increased
29
SPC
Silver Point Capital
Connecticut
$57.4M +$44.3M 1 3.15% Increased
30
American Century Companies
American Century Companies
Missouri
$55.7M +$20.9M 6 0.03% Increased
31
Citadel Advisors
Citadel Advisors
Florida
$49.7M -$19.8M 11 0.01% Reduced
32
Neuberger Berman Group
Neuberger Berman Group
New York
$48M +$20.1M 2 0.04% Increased
33
Nuveen
Nuveen
North Carolina
$47.4M -$2.25M 6 0.01% Reduced
34
BRIM
Broad Run Investment Management
Virginia
$44.7M -$562K 1 6.12% Reduced
35
Victory Capital Management
Victory Capital Management
Texas
$44M +$44.5M 6 0.04% Increased
36
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$43.8M +$585K 1 0.82% Increased
37
Norges Bank
Norges Bank
Norway
$43.7M -$17.2M 2 0.01% Reduced
38
Soros Fund Management
Soros Fund Management
New York
$43.4M +$37.2M 1 0.78% Increased
39
QCI
Quaker Capital Investments
Pennsylvania
$42.9M -$82K 1 14.15% Reduced
40
1SP
140 Summer Partners
New York
$42.9M -$3.79M 1 5.16% Reduced
41
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$42.2M +$4.62M 8 0.01% Increased
42
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$41.8M -$1.99M 1 0.5% Reduced
43
Goldman Sachs
Goldman Sachs
New York
$41.6M +$12.7M 9 0.01% Increased
44
Millennium Management
Millennium Management
New York
$40.7M -$10.2M 8 0.02% Reduced
45
JP Morgan Chase
JP Morgan Chase
New York
$39.7M -$16.4M 12 0% Reduced
46
PS
Pennant Select
New Jersey
$39.7M $0 1 27.83% Maintained
47
PI
Pennant Investors
New Jersey
$38.3M $0 1 10.02% Maintained
48
DCP
Darsana Capital Partners
New York
$36.9M +$34.3M 1 1.01% New
49
MCM
Mudrick Capital Management
New York
$36.4M $0 1 14.73% Maintained
50
Voloridge Investment Management
Voloridge Investment Management
Florida
$36.3M -$3.14M 4 0.13% Reduced