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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	$787M	+$17.3M	1	19.02%	Increased
2	Putnam Investments Boston, Massachusetts	$479M	+$47.4M	2	1.08%	Increased
3	Vanguard Group Malvern, Pennsylvania	$433M	+$64.1M	6	0.04%	Increased
4	FP FPR Partners San Francisco, California	$332M	+$16.7M	1	11.04%	Increased
5	Fidelity Investments Boston, Massachusetts	$246M	+$62.9M	4	0.03%	Increased
6	BlackRock Fund Advisors San Francisco, California	$246M	+$6.38M	6	0.07%	Increased
7	Northern Trust Chicago, Illinois	$230M	-$3.45M	6	0.07%	Reduced
8	BlackRock Institutional Trust San Francisco, California	$198M	+$22.9M	6	0.03%	Increased
9	Dimensional Fund Advisors Austin, Texas	$161M	+$629K	6	0.12%	Increased
10	SAC Capital Advisors Stamford, Connecticut	$124M	+$125M	3	0.64%	Increased
11	State Street Boston, Massachusetts	$118M	+$2.28M	6	0.01%	Increased
12	Principal Financial Group Des Moines, Iowa	$108M	-$2.05M	4	0.19%	Reduced
13	Waddell & Reed Financial Overland Park, Kansas	$102M	+$65.8M	1	0.15%	Increased
14	KCM Kensico Capital Management Greenwich, Connecticut	$95.3M	-$3.33M	1	2.17%	Reduced
15	Renaissance Technologies New York	$95.1M	+$13.5M	4	0.23%	Increased
16	Franklin Resources San Mateo, California	$94.7M	+$7.16M	1	0.04%	Increased
17	Horizon Kinetics New York	$86.1M	-$6.23M	2	1.08%	Reduced
18	Columbia Wanger Asset Management Chicago, Illinois	$73.3M	+$5.7M	1	0.29%	Increased
19	CCP Clough Capital Partners Boston, Massachusetts	$59.9M	+$481K	1	1.87%	Increased
20	Norges Bank Oslo, Norway	$57.8M	+$3.27M	5	0.03%	Increased
21	Beck Mack & Oliver New York	$52.9M	-$117K	1	1.24%	Reduced
22	SAM Steinberg Asset Management New York	$51.7M	-$660K	1	3.05%	Reduced
23	Bank of New York Mellon New York	$51.7M	-$787K	6	0.01%	Reduced
24	Gabelli Funds Rye, New York	$50.8M	+$7.39M	3	0.26%	Increased
25	LSV Asset Management Chicago, Illinois	$48.5M	-$4.82M	2	0.11%	Reduced