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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	SHCM Silver Heights Capital Management Toronto, Ontario, Canada	$32.5M	+$30.2M	1	27.42%	New
52	VM Valinor Management New York	$31.5M	-$2.38M	1	0.94%	Reduced
53	Needham Investment Management New York	$30.3M	+$494K	2	7.74%	Increased
54	Goldman Sachs New York	$29.5M	+$19.7M	7	0.01%	Increased
55	MC MIG Capital Newport Beach, California	$28.1M	$0	1	4.89%	Maintained
56	TIAA CREF Investment Management New York	$27.4M	-$518K	7	0.02%	Reduced
57	HCM Huber Capital Management El Segundo, California	$27.4M	+$13M	1	1.05%	Increased
58	Wells Fargo San Francisco, California	$26.5M	+$8.02M	8	0.01%	Increased
59	HCM Hodges Capital Management Dallas, Texas	$25.8M	+$27.4M	1	1.19%	Increased
60	Glenmede Trust Philadelphia, Pennsylvania	$25.5M	-$527K	2	0.14%	Reduced
61	ACM Altalis Capital Management New York	$25.1M	-$3.95M	1	28.17%	Reduced
62	Ameriprise Minneapolis, Minnesota	$24.7M	+$2.27M	5	0.01%	Increased
63	YCMGA York Capital Management Global Advisors New York	$24.6M	+$1.13M	1	0.66%	Increased
64	ECP Elk Creek Partners Denver, Colorado	$24.2M	-$9.51M	2	1.63%	Reduced
65	HAM HHR Asset Management Berkeley Heights, New Jersey	$23.3M	-$1.48M	1	1.26%	Reduced
66	Bank of America Charlotte, North Carolina	$22.5M	+$5.25M	8	0%	Increased
67	Royce & Associates New York	$21.6M	+$1.84M	2	0.14%	Increased
68	Pinnacle Associates New York	$21.3M	-$1.16M	1	0.43%	Reduced
69	California Public Employees Retirement System Sacramento, California	$21.1M	-$815K	5	0.04%	Reduced
70	SEI Investments Oaks, Pennsylvania	$20.2M	+$3.31M	6	0.1%	Increased
71	Alyeska Investment Group Chicago, Illinois	$19.9M	+$21.5M	1	0.16%	New
72	EARNEST Partners Atlanta, Georgia	$19.6M	-$1.99M	1	0.21%	Reduced
73	Prudential Financial Newark, New Jersey	$19.4M	-$3.04M	5	0.03%	Reduced
74	Deutsche Bank Frankfurt Am Main Ge, Germany	$18.6M	+$7.07M	8	0.02%	Increased
75	CC Caspian Capital New York	$18.3M	-$1.04M	1	22.03%	Reduced