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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
SPC
Silver Point Capital
Connecticut
$43.3M -$30.3M 1 2.98% Reduced
52
PS
Pennant Select
New Jersey
$40.3M -$12.3M 1 28.42% Reduced
53
MCM
Mudrick Capital Management
New York
$38.5M -$1.75M 1 23.92% Reduced
54
AQR Capital Management
AQR Capital Management
Connecticut
$37.4M +$22.6M 6 0.05% Increased
55
GAMCO Investors
GAMCO Investors
Connecticut
$37.4M -$3.98M 4 0.38% Reduced
56
Bank of America
Bank of America
North Carolina
$34.2M +$10.4M 12 0% Increased
57
Gotham Asset Management
Gotham Asset Management
New York
$33.3M +$14.9M 3 0.34% Increased
58
Select Equity Group
Select Equity Group
New York
$31.1M +$9.45M 2 0.11% Increased
59
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$31M +$228K 7 0.03% Increased
60
Legal & General Group
Legal & General Group
United Kingdom
$30M +$2.42M 6 0.01% Increased
61
UBS AM
UBS AM
Illinois
$29.8M +$4.55M 6 0.01% Increased
62
Pinnacle Associates
Pinnacle Associates
New York
$29.6M +$137K 2 0.5% Increased
63
Principal Financial Group
Principal Financial Group
Iowa
$29.6M -$4.37M 6 0.02% Reduced
64
GF
Greenhouse Funds
Maryland
$28.8M $0 1 1.1% Maintained
65
CCP
Cyrus Capital Partners
New York
$28.6M +$23.6M 1 6.18% New
66
Nomura Holdings
Nomura Holdings
Japan
$26.9M +$22.4M 2 0.06% Increased
67
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$26.2M +$5.37M 3 0.02% Increased
68
First Pacific Advisors
First Pacific Advisors
California
$26.1M +$21.5M 1 0.36% New
69
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$25.8M +$3.98M 1 0.26% Increased
70
Voloridge Investment Management
Voloridge Investment Management
Florida
$25.7M -$12.4M 4 0.09% Reduced
71
Two Sigma Investments
Two Sigma Investments
New York
$24.8M -$2.26M 8 0.05% Reduced
72
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$24.3M -$8.92M 1 0.09% Reduced
73
Swiss National Bank
Swiss National Bank
Switzerland
$24.2M +$6.44M 6 0.02% Increased
74
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$23.1M -$5.61M 1 0.34% Reduced
75
Heard Capital LLC
Heard Capital LLC
Illinois
$23.1M -$132K 1 1.3% Reduced