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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
76	TPG GP A Fort Worth, Texas	$735M	+$731M	1	14.69%	New
77	Apollo Management Holdings New York	$721M	+$565M	2	8.07%	Increased
78	Capital World Investors Los Angeles, California	$705M	+$633M	2	0.08%	Increased
79	Dimensional Fund Advisors Austin, Texas	$702M	+$41.4M	9	0.13%	Increased
80	Balyasny Asset Management Chicago, Illinois	$659M	+$569M	3	0.82%	Increased
81	HRT Financial New York	$649M	+$639M	10	1.18%	Increased
82	BGM Burkehill Global Management New York	$641M	+$637M	1	23.13%	New
83	Nuveen Charlotte, North Carolina	$633M	+$137M	10	0.15%	Increased
84	Swedbank Stockholm, Sweden	$623M	+$612M	3	0.54%	Increased
85	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$601M	+$596M	3	0.39%	Increased
86	UBS AM Chicago, Illinois	$571M	+$394M	7	0.1%	Increased
87	AMD Advanced Micro Devices Santa Clara, California	$565M	+$562M	1	43.11%	New
88	CCM Carronade Capital Management Darien, Connecticut	$556M	+$158M	2	9.63%	Increased
89	Jane Street New York	$544M	+$503M	13	0.05%	Increased
90	Pentwater Capital Management Naples, Florida	$541M	+$331M	3	3.31%	Increased
91	Bank of New York Mellon New York	$533M	+$230M	8	0.09%	Increased
92	XN LP New York	$513M	+$510M	1	13.49%	New
93	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$500M	+$389M	6	0.29%	Increased
94	ACM Arini Captial Management London, United Kingdom	$491M	+$170M	1	50.39%	Increased
95	Clear Street New York	$490M	+$187M	3	1.24%	Increased
96	VV Vodafone Ventures Newbury, United Kingdom	$486M	$0	1	100%	Maintained
97	Tidal Investments Milwaukee, Wisconsin	$458M	+$446M	8	0.79%	Increased
98	Davidson Kempner Capital Management New York	$426M	+$276M	3	5.07%	Increased
99	Disciplined Growth Investors Minneapolis, Minnesota	$426M	-$60.8M	1	7.21%	Reduced
100	LSA Liberty Street Advisors New York	$419M	+$416M	1	82.61%	New