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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	$700M	$0	1	20.01%	Maintained
2	Putnam Investments Boston, Massachusetts	$382M	+$6.24M	2	1.02%	Increased
3	Vanguard Group Malvern, Pennsylvania	$324M	+$17M	6	0.03%	Increased
4	FP FPR Partners San Francisco, California	$288M	-$97.2M	1	11.2%	Reduced
5	BlackRock Fund Advisors San Francisco, California	$214M	+$23.4M	6	0.07%	Increased
6	Fidelity Investments Boston, Massachusetts	$185M	-$18.1M	3	0.03%	Reduced
7	BlackRock Institutional Trust San Francisco, California	$155M	+$3.81M	7	0.03%	Increased
8	Dimensional Fund Advisors Austin, Texas	$141M	+$4.65M	6	0.12%	Increased
9	State Street Boston, Massachusetts	$102M	+$3.36M	6	0.01%	Increased
10	Principal Financial Group Des Moines, Iowa	$101M	+$3.72M	4	0.21%	Increased
11	KCM Kensico Capital Management Greenwich, Connecticut	$91.1M	+$184K	1	2.26%	Increased
12	Horizon Kinetics New York	$88.8M	+$1.74M	2	1.22%	Increased
13	Franklin Resources San Mateo, California	$77.4M	-$13.5M	1	0.04%	Reduced
14	Renaissance Technologies New York	$75.9M	+$15.9M	4	0.18%	Increased
15	Northern Trust Chicago, Illinois	$71.3M	+$2.38M	6	0.03%	Increased
16	Thornburg Investment Management Santa Fe, New Mexico	$55.3M	-$1.24M	2	0.22%	Reduced
17	FCM Freshford Capital Management Rye Brook, New York	$52.1M	+$520K	1	7.07%	Increased
18	Norges Bank Oslo, Norway	$49.4M	+$362K	4	0.03%	Increased
19	Bank of New York Mellon New York	$48M	+$3.12M	6	0.01%	Increased
20	LSV Asset Management Chicago, Illinois	$46.2M	+$6.75M	2	0.12%	Increased
21	CCP Clough Capital Partners Boston, Massachusetts	$45.5M	+$1.86M	1	1.42%	Increased
22	FCIM Fairview Capital Investment Management Greenbrae, California	$42.7M	+$550K	1	4.07%	Increased
23	Wells Fargo San Francisco, California	$42M	+$12M	7	0.02%	Increased
24	SAM Steinberg Asset Management New York	$41.2M	+$4.3M	1	2.55%	Increased
25	YCMGA York Capital Management Global Advisors New York	$39.9M	$0	1	0.8%	Maintained