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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
1	Baupost Group Boston, Massachusetts	$786M	+$655M	1	19.54%	New
2	FP FPR Partners San Francisco, California	$427M	+$356M	1	17.4%	New
3	Putnam Investments Boston, Massachusetts	$337M	+$335M	2	0.98%	New
4	Vanguard Group Malvern, Pennsylvania	$319M	+$285M	5	0.03%	New
5	Fidelity Investments Boston, Massachusetts	$227M	+$191M	3	0.04%	New
6	BlackRock Fund Advisors San Francisco, California	$208M	+$180M	5	0.08%	New
7	BlackRock Institutional Trust San Francisco, California	$155M	+$140M	6	0.03%	New
8	Dimensional Fund Advisors Austin, Texas	$144M	+$132M	6	0.14%	New
9	State Street Boston, Massachusetts	$105M	+$92.9M	5	0.01%	New
10	Franklin Resources San Mateo, California	$101M	+$84.4M	1	0.06%	New
11	Principal Financial Group Des Moines, Iowa	$90.3M	+$87.5M	4	0.2%	New
12	Horizon Kinetics New York	$81M	+$78.1M	2	1.19%	New
13	KCM Kensico Capital Management Greenwich, Connecticut	$80.9M	+$80.8M	1	2.07%	New
14	Northern Trust Chicago, Illinois	$73.8M	+$65.5M	5	0.03%	New
15	Highbridge Capital Management New York	$70.2M	+$70.1M	2	0.7%	New
16	Renaissance Technologies New York	$55.7M	+$55.6M	4	0.15%	New
17	Norges Bank Oslo, Norway	$51M	+$46.1M	4	0.03%	New
18	CCP Clough Capital Partners Boston, Massachusetts	$49.1M	+$40.9M	1	1.64%	New
19	Thornburg Investment Management Santa Fe, New Mexico	$48.2M	+$48.9M	2	0.22%	New
20	Bank of New York Mellon New York	$47.4M	+$42.3M	5	0.02%	New
21	FCIM Fairview Capital Investment Management Greenbrae, California	$47.3M	+$39.5M	1	4.87%	New
22	FCM Freshford Capital Management Rye Brook, New York	$45.9M	+$45.8M	1	6.79%	New
23	YCMGA York Capital Management Global Advisors New York	$45.1M	+$45M	1	0.94%	New
24	LSV Asset Management Chicago, Illinois	$44.6M	+$41.5M	2	0.12%	New
25	SAM Steinberg Asset Management New York	$41.7M	+$34.8M	1	2.78%	New