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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	MAC Monarch Alternative Capital New York	$198M	+$118M	1	26.63%	New
27	Nuveen Charlotte, North Carolina	$178M	-$90.1K	6	0.05%	Reduced
28	OCP OCO Capital Partners New York	$176M	$0	1	56.44%	Maintained
29	BRIM Broad Run Investment Management Arlington, Virginia	$175M	-$6.03M	1	28.58%	Reduced
30	Bank of America Charlotte, North Carolina	$175M	+$27.8M	11	0.01%	Increased
31	Neuberger Berman Group New York	$172M	+$1.64M	4	0.13%	Increased
32	Disciplined Growth Investors Minneapolis, Minnesota	$168M	-$2.85M	1	3.04%	Reduced
33	Walleye Trading New York	$158M	+$81M	1	0.24%	Increased
34	Bank of New York Mellon New York	$156M	-$17.5M	6	0.03%	Reduced
35	Invesco Atlanta, Georgia	$149M	-$10.8M	7	0.02%	Reduced
36	Janus Henderson Group London,	$145M	-$26.6M	6	0.07%	Reduced
37	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$142M	+$660K	2	0.1%	Increased
38	Deutsche Bank Frankfurt Am Main Ge, Germany	$128M	-$4.23M	6	0.04%	Reduced
39	VanEck Associates New York	$126M	+$48.7M	7	0.12%	Increased
40	CCM Carronade Capital Management Darien, Connecticut	$123M	+$89.8M	2	2.84%	New
41	LMR Partners London, United Kingdom	$117M	+$69.5M	1	0.52%	Increased
42	ARK Investment Management St. Petersburg, Florida	$117M	+$26M	2	0.69%	Increased
43	JP Morgan Chase New York	$111M	+$20M	10	0.01%	Increased
44	Wells Fargo San Francisco, California	$109M	+$83.5M	8	0.02%	Increased
45	Royal Bank of Canada Toronto, Ontario, Canada	$108M	+$37.2M	11	0.02%	Increased
46	Jane Street New York	$101M	+$35.6M	9	0.02%	Increased
47	CGH Contrarius Group Holdings Hamilton, Bermuda	$98.8M	+$58.6M	1	4.47%	New
48	Millennium Management New York	$96.2M	-$65.4M	10	0.04%	Reduced
49	SHCM Silver Heights Capital Management Toronto, Ontario, Canada	$90.6M	+$23.8M	1	40.63%	Increased
50	Barclays London, United Kingdom	$90.4M	+$7.07M	8	0.02%	Increased