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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	Nikko Asset Management Americas New York	$106M	+$31.1M	1	1.37%	Increased
27	Baupost Group Boston, Massachusetts	$106M	-$19.6M	1	3.04%	Reduced
28	Millennium Management New York	$106M	+$55.2M	9	0.06%	Increased
29	SHCM Silver Heights Capital Management Toronto, Ontario, Canada	$102M	+$334K	1	46.26%	Increased
30	Bank of New York Mellon New York	$89M	-$2.59M	6	0.02%	Reduced
31	Janus Henderson Group London,	$88.2M	-$3.39M	6	0.05%	Reduced
32	WP Warburg Pincus New York	$87.4M	$0	1	6.67%	Maintained
33	Goldman Sachs New York	$85.9M	+$12.4M	9	0.01%	Increased
34	BRIM Broad Run Investment Management Arlington, Virginia	$85.4M	-$439K	1	14.26%	Reduced
35	Bank of America Charlotte, North Carolina	$84M	+$51.8M	12	0.01%	Increased
36	JP Morgan Chase New York	$79.3M	+$10M	11	0.01%	Increased
37	Van Berkom & Associates Montreal, Quebec, Canada	$78.8M	-$8.4M	1	2.53%	Reduced
38	MAC Monarch Alternative Capital New York	$73M	$0	1	5.61%	Maintained
39	Deutsche Bank Frankfurt Am Main Ge, Germany	$70M	+$34.6M	6	0.03%	Increased
40	Invesco Atlanta, Georgia	$62.2M	-$42.8M	7	0.01%	Reduced
41	T. Rowe Price Associates Baltimore, Maryland	$61.8M	+$7.69M	8	0.01%	Increased
42	Nuveen Charlotte, North Carolina	$58.7M	+$2.24M	6	0.02%	Increased
43	Schroder Investment Management Group London, United Kingdom	$58.4M	-$2.72M	1	0.06%	Reduced
44	Barclays London, United Kingdom	$56.9M	-$2.26M	11	0.02%	Reduced
45	Neuberger Berman Group New York	$56.6M	+$2.04M	3	0.05%	Increased
46	T. Rowe Price Investment Management Baltimore, Maryland	$53.9M	-$11.6M	1	0.04%	Reduced
47	Disciplined Growth Investors Minneapolis, Minnesota	$52.6M	+$10.7M	1	1.09%	Increased
48	PI Pennant Investors Summit, New Jersey	$52.4M	-$10.1M	1	13.66%	Reduced
49	GAM Goldentree Asset Management New York	$51.2M	+$48.7M	1	3.66%	Increased
50	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$51.2M	-$35.9M	2	0.05%	Reduced