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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	$697M	+$8.14M	1	19.76%	Increased
2	Putnam Investments Boston, Massachusetts	$449M	+$19.8M	2	1.08%	Increased
3	Vanguard Group Malvern, Pennsylvania	$356M	+$14.3M	6	0.03%	Increased
4	FP FPR Partners San Francisco, California	$286M	+$1.88M	1	9.58%	Increased
5	Northern Trust Chicago, Illinois	$261M	+$173M	6	0.08%	Increased
6	BlackRock Fund Advisors San Francisco, California	$223M	+$2.09M	6	0.07%	Increased
7	BlackRock Institutional Trust San Francisco, California	$171M	+$4.59M	7	0.03%	Increased
8	Fidelity Investments Boston, Massachusetts	$163M	-$22.8M	3	0.02%	Reduced
9	Dimensional Fund Advisors Austin, Texas	$153M	+$478K	6	0.12%	Increased
10	Principal Financial Group Des Moines, Iowa	$112M	+$943	4	0.21%	Increased
11	State Street Boston, Massachusetts	$110M	+$2.26M	6	0.01%	Increased
12	KCM Kensico Capital Management Greenwich, Connecticut	$103M	$0	1	2.33%	Maintained
13	Horizon Kinetics New York	$94.3M	-$3.92M	2	1.19%	Reduced
14	Renaissance Technologies New York	$84.3M	+$1.04M	6	0.2%	Increased
15	Franklin Resources San Mateo, California	$79M	+$2.91M	1	0.04%	Increased
16	CCP Clough Capital Partners Boston, Massachusetts	$53.9M	+$9.18M	1	1.78%	Increased
17	Norges Bank Oslo, Norway	$52.5M	+$275K	5	0.03%	Increased
18	Bank of New York Mellon New York	$50.2M	-$837K	6	0.01%	Reduced
19	LSV Asset Management Chicago, Illinois	$48.7M	-$2.8M	2	0.11%	Reduced
20	Waddell & Reed Financial Overland Park, Kansas	$48.7M	+$32.1M	1	0.08%	Increased
21	SAM Steinberg Asset Management New York	$47.6M	+$7.03M	1	2.72%	Increased
22	EARNEST Partners Atlanta, Georgia	$46.7M	+$45.3M	1	0.37%	New
23	Gabelli Funds Rye, New York	$45.8M	+$2.1M	3	0.24%	Increased
24	Columbia Wanger Asset Management Chicago, Illinois	$44.6M	+$5.95M	1	0.17%	Increased
25	FCIM Fairview Capital Investment Management Greenbrae, California	$44.5M	+$2.55M	1	3.89%	Increased