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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	BRIM Broad Run Investment Management Arlington, Virginia	$99.3M	-$1.06M	1	11.99%	Reduced
27	Goldman Sachs New York	$98.1M	+$40.3M	9	0.02%	Increased
28	Invesco Atlanta, Georgia	$85.1M	-$47.3M	7	0.02%	Reduced
29	Norges Bank Oslo, Norway	$84.8M	+$29.4M	3	0.01%	Increased
30	Susquehanna International Group Bala Cynwyd, Pennsylvania	$80.4M	+$8.11M	9	0.01%	Increased
31	Bank of New York Mellon New York	$78.4M	-$11.2M	6	0.01%	Reduced
32	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$76.4M	+$901K	1	0.05%	Increased
33	Nikko Asset Management Americas New York	$76M	+$184K	1	0.86%	Increased
34	ARK Investment Management St. Petersburg, Florida	$74.5M	-$5.18M	2	0.68%	Reduced
35	DCP Darsana Capital Partners New York	$74.5M	+$19M	1	1.83%	Increased
36	Nuveen Charlotte, North Carolina	$65.4M	+$12.7M	6	0.02%	Increased
37	Group One Trading Chicago, Illinois	$60.7M	+$41.4M	8	0.17%	Increased
38	PI Pennant Investors Summit, New Jersey	$57.6M	+$3.43M	1	16.44%	Increased
39	Soros Fund Management New York	$54.4M	-$4.99M	1	0.79%	Reduced
40	Neuberger Berman Group New York	$53.6M	+$10.6M	4	0.04%	Increased
41	Disciplined Growth Investors Minneapolis, Minnesota	$52.8M	+$15.6M	1	1%	Increased
42	Victory Capital Management San Antonio, Texas	$51.4M	+$710K	6	0.05%	Increased
43	T. Rowe Price Associates Baltimore, Maryland	$51M	+$1.97M	8	0.01%	Increased
44	Schroder Investment Management Group London, United Kingdom	$47.5M	+$8.1M	2	0.05%	Increased
45	ArrowMark Colorado Holdings Denver, Colorado	$46.3M	-$1.34M	1	0.59%	Reduced
46	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$46.2M	-$11.2M	1	14.75%	Reduced
47	MAC Monarch Alternative Capital New York	$46M	$0	1	7.03%	Maintained
48	Barclays London, United Kingdom	$45.4M	+$4.39M	10	0.01%	Increased
49	Citadel Advisors Miami, Florida	$44.1M	-$30.7M	11	0.01%	Reduced
50	JP Morgan Chase New York	$44M	+$1.47M	11	0%	Increased