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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
Pinnacle Associates
Pinnacle Associates
New York
$35M +$4.76M 1 0.67% Increased
52
CCP
Clough Capital Partners
Massachusetts
$34M -$39.5M 1 2.36% Reduced
53
BCM
Billings Capital Management
Virginia
$31.9M +$8.74M 1 23.05% Increased
54
SHCM
Silver Heights Capital Management
Ontario, Canada
$31.8M -$6.16M 1 24.54% Reduced
55
Deutsche Bank
Deutsche Bank
Germany
$31.4M +$12.9M 8 0.02% Increased
56
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$30.9M +$385K 7 0.02% Increased
57
Ameriprise
Ameriprise
Minnesota
$30M -$285K 5 0.02% Reduced
58
ACM
Altalis Capital Management
New York
$29.6M -$958K 1 22.53% Reduced
59
ECP
Elk Creek Partners
Colorado
$29.5M -$3.06M 2 1.91% Reduced
60
Hood River Capital Management
Hood River Capital Management
Florida
$29.1M +$29M 1 2.01% New
61
Wells Fargo
Wells Fargo
California
$29.1M -$3.22M 8 0.01% Reduced
62
Needham Investment Management
Needham Investment Management
New York
$29M -$1.11M 2 7.72% Reduced
63
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$28.9M +$28.8M 1 0.17% New
64
Bank of America
Bank of America
North Carolina
$28.6M +$5.67M 7 0.01% Increased
65
Glenmede Trust
Glenmede Trust
Pennsylvania
$27.1M $0 2 0.13% Maintained
66
Morgan Stanley
Morgan Stanley
New York
$24.7M -$6.21M 8 0.01% Reduced
67
YCMGA
York Capital Management Global Advisors
New York
$24.5M -$12M 1 0.51% Reduced
68
California Public Employees Retirement System
California Public Employees Retirement System
California
$23.6M +$277K 5 0.04% Increased
69
SEI Investments
SEI Investments
Pennsylvania
$23.1M -$522K 7 0.09% Reduced
70
EARNEST Partners
EARNEST Partners
Georgia
$22M -$1.05M 1 0.23% Reduced
71
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$20.6M -$2.12M 3 0.24% Reduced
72
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$19.9M +$3.28M 1 3.82% Increased
73
QCI
Quaker Capital Investments
Pennsylvania
$19.9M $0 1 6.39% Maintained
74
Citadel Advisors
Citadel Advisors
Florida
$19.7M -$395K 6 0.02% Reduced
75
Prudential Financial
Prudential Financial
New Jersey
$19.3M +$1.82M 5 0.03% Increased