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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
51	TIAA CREF Investment Management New York	$36.5M	+$2.87M	7	0.03%	Increased
52	Disciplined Growth Investors Minneapolis, Minnesota	$35.1M	-$174K	1	0.83%	Reduced
53	VM Valinor Management New York	$32M	+$12.5M	1	0.84%	Increased
54	CC Caspian Capital New York	$31.7M	-$3.28M	1	17.49%	Reduced
55	Needham Investment Management New York	$29.3M	+$847K	2	6.23%	Increased
56	Allianz Asset Management Munich, Germany	$28.9M	-$1.71M	2	0.03%	Reduced
57	HCM Hodges Capital Management Dallas, Texas	$27.4M	+$6.83M	1	1.04%	Increased
58	ECP Elk Creek Partners Denver, Colorado	$26.6M	+$5.15M	2	2.76%	Increased
59	Charles Schwab San Francisco, California	$26.2M	+$2.94M	7	0.04%	Increased
60	State of New Jersey Common Pension Fund D Trenton, New Jersey	$25.8M	-$525K	2	0.1%	Reduced
61	Pinnacle Associates New York	$25.3M	+$620K	1	0.47%	Increased
62	PCM Panning Capital Management New York	$24.5M	-$11.4M	1	1.97%	Reduced
63	Morgan Stanley New York	$23.9M	-$7.48M	8	0.01%	Reduced
64	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$23.9M	+$7.63M	1	1.84%	Increased
65	California Public Employees Retirement System Sacramento, California	$23.1M	$0	6	0.03%	Maintained
66	FAM Foundation Asset Management White Plains, New York	$23M	-$5.61M	1	5.89%	Reduced
67	CSC Cove Street Capital El Segundo, California	$22.7M	+$7.39M	1	2.98%	Increased
68	JP Morgan Chase New York	$22.5M	+$5.75M	5	0.01%	Increased
69	Wells Fargo San Francisco, California	$22.1M	-$7.8M	8	0.01%	Reduced
70	ACM Altalis Capital Management New York	$21.1M	-$2.1M	1	10.21%	Reduced
71	BlackRock Investment Management Wilmington, Delaware	$20.3M	+$604K	7	0.03%	Increased
72	NGA New Generation Advisors Manchester, Massachusetts	$19.8M	-$80.7K	1	7.25%	Reduced
73	Axa Paris, France	$18.9M	-$1.28M	2	0.08%	Reduced
74	Credit Suisse Zurich, Switzerland	$18.9M	-$3.95M	6	0.02%	Reduced
75	HCS Harvest Capital Strategies San Francisco, California	$18.7M	-$202K	1	1.64%	Reduced