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 |
Clear Street
New York
| $251M | +$115M | 2 | 0.93% | Increased |
|
| 27 |
RCM
Redwood Capital Management
New York
| $247M | -$271M | 1 | 26.39% | Reduced |
|
| 28 |
CGH
Contrarius Group Holdings
Hamilton,
Bermuda
| $237M | +$72.3M | 1 | 11.5% | Increased |
|
| 29 |
Neuberger Berman Group
New York
| $230M | +$23.4M | 5 | 0.17% | Increased |
|
| 30 |
Bank of America
Charlotte,
North Carolina
| $225M | +$4.76M | 11 | 0.02% | Increased |
|
| 31 |
Bank of New York Mellon
New York
| $220M | +$10.6M | 6 | 0.04% | Increased |
|
| 32 |
T. Rowe Price Associates
Baltimore,
Maryland
| $216M | +$134M | 8 | 0.02% | Increased |
|
| 33 |
Nuveen
Charlotte,
North Carolina
| $216M | -$6.02M | 6 | 0.06% | Reduced |
|
| 34 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $213M | -$211M | 10 | 0.02% | Reduced |
|
| 35 |
Marex Group
London,
| $212M | +$115M | 3 | 1.33% | Increased |
|
| 36 |
OCP
OCO Capital Partners
New York
| $205M | -$1.77M | 1 | 39.47% | Reduced |
|
| 37 |
VanEck Associates
New York
| $204M | +$35.3M | 7 | 0.17% | Increased |
|
| 38 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| $204M | +$7.06M | 1 | 3.91% | Increased |
|
| 39 |
Janus Henderson Group
London,
| $203M | -$9.22M | 6 | 0.09% | Reduced |
|
| 40 |
D1 Capital Partners
New York
| $202M | +$84.2M | 1 | 1.88% | Increased |
|
| 41 |
Citadel Advisors
Miami,
Florida
| $196M | +$109M | 9 | 0.03% | Increased |
|
| 42 |
Marshall Wace
London,
United Kingdom
| $188M | +$58.1M | 9 | 0.17% | Increased |
|
| 43 |
CCM
Carronade Capital Management
Darien,
Connecticut
| $173M | +$15.7M | 2 | 2.35% | Increased |
|
| 44 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $170M | -$3.64M | 6 | 0.06% | Reduced |
|
| 45 |
Invesco
Atlanta,
Georgia
| $163M | -$21M | 6 | 0.02% | Reduced |
|
| 46 |
MAC
Monarch Alternative Capital
New York
| $157M | -$93.9M | 1 | 20.45% | Reduced |
|
| 47 |
Jane Street
New York
| $147M | +$23M | 11 | 0.02% | Increased |
|
| 48 |
GF
Greenhouse Funds
Baltimore,
Maryland
| $136M | +$4.18M | 1 | 4.91% | Increased |
|
| 49 |
LMR Partners
London,
United Kingdom
| $133M | -$25.6M | 2 | 0.25% | Reduced |
|
| 50 |
AllianceBernstein
Nashville,
Tennessee
| $133M | +$78M | 6 | 0.04% | Increased |
|