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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	D.E. Shaw & Co New York	$128M	-$222M	6	0.07%	Reduced
52	Wells Fargo San Francisco, California	$126M	-$33.1M	9	0.02%	Reduced
53	First Trust Advisors Wheaton, Illinois	$124M	+$41.7M	6	0.09%	Increased
54	BNP Paribas Financial Markets Paris, France	$118M	+$84.2M	10	0.05%	Increased
55	Balyasny Asset Management Chicago, Illinois	$118M	+$75.3M	3	0.15%	Increased
56	Point72 Asset Management Stamford, Connecticut	$116M	+$14.2M	5	0.13%	Increased
57	BRIM Broad Run Investment Management Arlington, Virginia	$114M	-$142M	1	21.2%	Reduced
58	Penserra Capital Management Orinda, California	$113M	+$556K	7	1.34%	Increased
59	GTCR LLC Chicago, Illinois	$108M	$0	1	17.99%	Maintained
60	UBS AM Chicago, Illinois	$107M	+$21.9M	6	0.02%	Increased
61	Sculptor Capital New York	$103M	+$30.6M	1	1.06%	Increased
62	Hennessy Advisors Inc Novato, California	$103M	-$5.01M	2	3.65%	Reduced
63	Gotham Asset Management New York	$103M	+$33.4M	5	0.37%	Increased
64	Wellington Management Group Boston, Massachusetts	$102M	+$56.5M	3	0.02%	Increased
65	GGHC Gilder Gagnon Howe & Co New York	$102M	+$24.9M	2	1.08%	Increased
66	Millennium Management New York	$100M	-$11.7M	11	0.04%	Reduced
67	Barclays London, United Kingdom	$99.8M	-$15.1M	9	0.02%	Reduced
68	1SP 140 Summer Partners New York	$99.7M	+$74.7M	1	7.37%	New
69	Atreides Management Boston, Massachusetts	$97.9M	+$73.4M	1	1.2%	New
70	CC Clearline Capital New York	$96M	+$38.9M	1	4.74%	Increased
71	Fuller & Thaler Asset Management San Mateo, California	$94.2M	+$8.71M	2	0.32%	Increased
72	Citigroup New York	$93M	-$13.2M	10	0.04%	Reduced
73	Focus Partners Wealth Boston, Massachusetts	$92M	+$83.5M	1	0.1%	Increased
74	SHCM Silver Heights Capital Management Toronto, Ontario, Canada	$91.3M	+$1.09M	1	36.21%	Increased
75	Swiss National Bank Zurich, Switzerland	$90.9M	+$13.3M	6	0.05%	Increased