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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
101
William Blair & Company
William Blair & Company
Illinois
$12.9M +$1.6M 3 0.09% Increased
102
PJC
Pelorus Jack Capital
California
$12.4M +$13.8M 1 0.86% New
103
WCM
Wallace Capital Management
Texas
$12.2M -$268K 1 1.74% Reduced
104
VNA
VNBTrust National Association
Virginia
$11.7M +$2.57M 1 6.76% Increased
105
Two Sigma Advisers
Two Sigma Advisers
New York
$11.4M -$1.35M 3 0.03% Reduced
106
RCM
Red Cedar Management
Utah
$11.3M +$1.32M 1 9.61% Increased
107
AllianceBernstein
AllianceBernstein
Tennessee
$11.3M +$73.1K 6 0.01% Increased
108
AIG
American International Group
New York
$11.2M -$549K 7 0.04% Reduced
109
Credit Suisse
Credit Suisse
Switzerland
$10.9M -$1.33M 6 0.01% Reduced
110
Bank of Montreal
Bank of Montreal
Ontario, Canada
$10.9M -$2.74M 5 0.01% Reduced
111
Mutual of America Capital Management
Mutual of America Capital Management
New York
$10.6M -$1.47M 2 0.16% Reduced
112
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$10.5M $0 1 0.11% Maintained
113
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.5M -$210K 7 0.01% Reduced
114
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$10.1M +$32.8K 2 0.03% Increased
115
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$9.76M -$309K 2 0.06% Reduced
116
YCMGA
York Capital Management Global Advisors
New York
$9.74M -$2.16M 1 0.22% Reduced
117
Legal & General Group
Legal & General Group
United Kingdom
$9.47M +$414K 7 0.01% Increased
118
PCM
Penn Capital Management
Pennsylvania
$9.42M -$1.03M 1 0.74% Reduced
119
OAM
Oxford Asset Management
United Kingdom
$9.3M +$3.74M 3 0.2% Increased
120
HCS
Harvest Capital Strategies
California
$9.23M -$2.64M 1 1.44% Reduced
121
HIM
Herald Investment Management
United Kingdom
$8.58M $0 2 2.56% Maintained
122
MDSL
M.D. Sass LLC
New York
$8.57M -$3.58M 1 1% Reduced
123
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$8.53M $0 2 0.2% Maintained
124
IECM
Intrinsic Edge Capital Management
Illinois
$8.16M +$6.59M 1 1.24% New
125
Fidelity International
Fidelity International
Bermuda
$7.73M -$2.52M 1 0.02% Reduced