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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
MC
MIG Capital
California
$27.4M -$12.4M 1 6.6% Reduced
52
ACM
Altalis Capital Management
New York
$26.8M +$3.66M 1 15.77% Increased
53
Frontier Capital Management
Frontier Capital Management
Massachusetts
$26.5M -$3.31M 1 0.22% Reduced
54
Needham Investment Management
Needham Investment Management
New York
$26.4M +$356K 2 6.61% Increased
55
HCM
Hodges Capital Management
Texas
$26.3M +$208K 1 1.08% Increased
56
Charles Schwab
Charles Schwab
California
$26.1M +$2.08M 7 0.04% Increased
57
VM
Valinor Management
New York
$25.7M $0 1 0.68% Maintained
58
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$24.7M -$3.82M 7 0.02% Reduced
59
HAM
HHR Asset Management
New Jersey
$23.6M +$2.23M 1 1% Increased
60
BlackRock Investment Management
BlackRock Investment Management
Delaware
$21.2M -$193K 7 0.03% Reduced
61
MP
Mangrove Partners
Connecticut
$20.5M +$3.34M 1 4.7% Increased
62
SAM
Steinberg Asset Management
New York
$20M +$19M 1 3.11% New
63
CC
Caspian Capital
New York
$18.7M $0 1 4.1% Maintained
64
Millennium Management
Millennium Management
New York
$18.7M -$2.25M 4 0.04% Reduced
65
Glenmede Trust
Glenmede Trust
Pennsylvania
$18.7M +$2.01M 3 0.14% Increased
66
California Public Employees Retirement System
California Public Employees Retirement System
California
$18.3M -$848K 7 0.03% Reduced
67
Axa
Axa
France
$16.6M -$373K 3 0.07% Reduced
68
Wells Fargo
Wells Fargo
California
$16.2M -$958K 8 0.01% Reduced
69
Pinnacle Associates
Pinnacle Associates
New York
$15.8M -$387K 1 0.35% Reduced
70
BPGAM
BTG Pactual Global Asset Management
Bermuda
$15.5M $0 1 1.2% Maintained
71
Morgan Stanley
Morgan Stanley
New York
$14.4M -$2.01M 7 0.01% Reduced
72
Prudential Financial
Prudential Financial
New Jersey
$13.9M -$435K 5 0.03% Reduced
73
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$13.3M +$88.2K 7 0.03% Increased
74
Deutsche Bank
Deutsche Bank
Germany
$12.7M +$1.54M 7 0.01% Increased
75
NFA
Nationwide Fund Advisors
Ohio
$12.7M +$513K 7 0.06% Increased
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