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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
BM
Bridger Management
New York
$36.5M $0 1 2.11% Maintained
52
FCM
Freshford Capital Management
New York
$35.9M +$8.72M 1 5.76% Increased
53
MCM
Mudrick Capital Management
New York
$35.9M $0 1 38.75% Maintained
54
Deutsche Bank
Deutsche Bank
Germany
$33.6M -$13M 8 0.02% Reduced
55
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$32.7M +$1.41M 1 0.12% Increased
56
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$32.5M +$77.8K 1 0.37% Increased
57
NIMC
NWQ Investment Management Company
California
$31.6M -$1.81M 1 0.63% Reduced
58
Bank of America
Bank of America
North Carolina
$30.8M -$21.7M 8 0% Reduced
59
KCM
Kensico Capital Management
Connecticut
$29.5M -$3M 1 0.48% Reduced
60
Wells Fargo
Wells Fargo
California
$29.5M -$13.8M 8 0.01% Reduced
61
Prudential Financial
Prudential Financial
New Jersey
$29.5M -$2.59M 4 0.04% Reduced
62
SIG
Senator Investment Group
New York
$29.3M $0 1 0.38% Maintained
63
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$29.1M -$2.04M 6 0.03% Reduced
64
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$28.9M +$976K 1 3.12% Increased
65
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$27.9M -$1.1M 6 0.02% Reduced
66
California Public Employees Retirement System
California Public Employees Retirement System
California
$27.8M -$2.43M 6 0.04% Reduced
67
Needham Investment Management
Needham Investment Management
New York
$26.3M -$2.65M 2 7.92% Reduced
68
ACM
Ashford Capital Management
Delaware
$24.1M +$6.2M 1 2.9% Increased
69
SFM
Systematic Financial Management
New Jersey
$24M +$307K 2 0.58% Increased
70
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$23.7M $0 3 0.23% Maintained
71
VM
Valinor Management
New York
$22.6M +$4.85M 1 0.84% Increased
72
MLIM
Mountain Lake Investment Management
Florida
$22.4M +$2.96M 1 11.31% Increased
73
Teachers Advisors
Teachers Advisors
New York
$21.8M +$2.13M 7 0.03% Increased
74
Horizon Kinetics
Horizon Kinetics
New York
$20.7M -$2.44M 2 0.5% Reduced
75
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$20.1M -$2.37M 1 0.17% Reduced
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