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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	Select Equity Group New York	$28.7M	+$32.2M	1	0.19%	New
52	Ameriprise Minneapolis, Minnesota	$28.5M	+$1.01M	3	0.01%	Increased
53	Lord, Abbett & Co Jersey City, New Jersey	$28.1M	+$3.56M	2	0.1%	Increased
54	ACM Ashford Capital Management Wilmington, Delaware	$27.9M	-$215K	1	4.03%	Reduced
55	Wells Fargo San Francisco, California	$25.6M	-$860K	8	0.01%	Reduced
56	Parametric Portfolio Associates Seattle, Washington	$25M	-$1.53M	6	0.02%	Reduced
57	Bank of America Charlotte, North Carolina	$24.5M	-$11M	8	0%	Reduced
58	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$24.5M	-$5.43M	1	10.75%	Reduced
59	GC Greenlight Capital New York	$23.5M	-$5.01M	1	1.69%	Reduced
60	Royce & Associates New York	$23.3M	-$4.02M	2	0.22%	Reduced
61	California Public Employees Retirement System Sacramento, California	$23.1M	+$3.5M	7	0.02%	Increased
62	MLIM Mountain Lake Investment Management Boca Raton, Florida	$22.6M	$0	1	11.43%	Maintained
63	Needham Investment Management New York	$22.4M	+$402K	2	7.21%	Increased
64	Arrowstreet Capital Boston, Massachusetts	$22.1M	-$3.09M	3	0.05%	Reduced
65	RhumbLine Advisers Boston, Massachusetts	$22M	+$345K	7	0.04%	Increased
66	Two Sigma Investments New York	$21.4M	-$17.4M	4	0.07%	Reduced
67	Rubric Capital Management (New York) New York	$21.2M	+$19.4M	1	1.95%	New
68	Ceredex Value Advisors Orlando, Florida	$20.8M	-$1.17M	1	0.25%	Reduced
69	Bridgeway Capital Management Houston, Texas	$20.7M	-$135K	3	0.29%	Reduced
70	DS Dudley & Shanley Palm Beach, Florida	$20.3M	+$1.95M	1	5%	Increased
71	Legal & General Group London, United Kingdom	$20M	+$980K	7	0.01%	Increased
72	Two Sigma Advisers New York	$19.5M	+$1.14M	4	0.05%	Increased
73	SFM Systematic Financial Management Teaneck, New Jersey	$19.4M	-$315K	2	0.87%	Reduced
74	New York State Common Retirement Fund Albany, New York	$18.6M	-$1.4M	6	0.02%	Reduced
75	Thompson Siegel & Walmsley Richmond, Virginia	$18.5M	-$9.13M	2	0.29%	Reduced