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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
Ameriprise
Ameriprise
Minnesota
$35.8M +$6.41M 6 0.01% Increased
52
William Blair & Company
William Blair & Company
Illinois
$35.3M +$4.32M 3 0.14% Increased
53
TGM
Tenzing Global Management
California
$33.4M -$3.9M 1 20.38% Reduced
54
CSC
Cove Street Capital
California
$32M -$1.49M 1 9.54% Reduced
55
Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co
New York
$31.2M $0 1 0.94% Maintained
56
Deutsche Bank
Deutsche Bank
Germany
$31M +$7.29M 7 0.02% Increased
57
DS
Dudley & Shanley
Florida
$30M -$10.9M 1 5.76% Reduced
58
VOYA Investment Management
VOYA Investment Management
Georgia
$27.9M +$653K 5 0.03% Increased
59
Braun Stacey Associates
Braun Stacey Associates
New York
$27.1M +$26.2M 1 0.71% New
60
ACM
Ashford Capital Management
Delaware
$26.4M +$322K 1 3.96% Increased
61
Needham Investment Management
Needham Investment Management
New York
$26.2M -$1.66M 2 4.52% Reduced
62
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$26.1M -$1.95M 2 0.11% Reduced
63
Swiss National Bank
Swiss National Bank
Switzerland
$25.4M -$3.02M 8 0.02% Reduced
64
Two Sigma Advisers
Two Sigma Advisers
New York
$25.2M -$4.23M 7 0.06% Reduced
65
Raymond James & Associates
Raymond James & Associates
Florida
$24M +$128K 7 0.02% Increased
66
Gabelli Funds
Gabelli Funds
New York
$23.6M -$1.78M 5 0.18% Reduced
67
Man Group
Man Group
United Kingdom
$22.6M -$32.4M 0 – Closed
68
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$22.5M -$13.1M 1 0.08% Reduced
69
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$21.6M +$15.2M 4 0.03% Increased
70
GAMCO Investors
GAMCO Investors
Connecticut
$21.5M -$15.4M 5 0.23% Reduced
71
Beck Mack & Oliver
Beck Mack & Oliver
New York
$21.4M -$352K 1 0.62% Reduced
72
AllianceBernstein
AllianceBernstein
Tennessee
$21.4M -$3.14M 6 0.01% Reduced
73
California Public Employees Retirement System
California Public Employees Retirement System
California
$20.9M -$2.48M 2 0.02% Reduced
74
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$19.9M +$19.2M 1 0.44% New
75
CAM
Capco Asset Management
Florida
$19.8M -$791K 1 5.17% Reduced