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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	$668M	+$8.29M	1	10.89%	Increased
2	Putnam Investments Boston, Massachusetts	$597M	+$59.1M	2	1.29%	Increased
3	Vanguard Group Malvern, Pennsylvania	$536M	+$93.1M	7	0.04%	Increased
4	FP FPR Partners San Francisco, California	$303M	+$25.2M	1	9.94%	Increased
5	BlackRock Fund Advisors San Francisco, California	$296M	+$57.3M	7	0.08%	Increased
6	Fidelity Investments Boston, Massachusetts	$229M	+$16.7M	6	0.03%	Increased
7	Northern Trust Chicago, Illinois	$223M	+$832K	7	0.07%	Increased
8	BlackRock Institutional Trust San Francisco, California	$201M	+$1.75M	7	0.03%	Increased
9	Dimensional Fund Advisors Austin, Texas	$176M	+$4.75M	7	0.12%	Increased
10	YCMGA York Capital Management Global Advisors New York	$150M	+$97.8M	2	1.49%	Increased
11	State Street Boston, Massachusetts	$144M	+$25.9M	7	0.02%	Increased
12	SP Steelhead Partners Seattle, Washington	$139M	+$111M	2	10.88%	Increased
13	Columbia Wanger Asset Management Chicago, Illinois	$118M	$0	1	0.47%	Maintained
14	Principal Financial Group Des Moines, Iowa	$115M	-$808K	6	0.19%	Reduced
15	Renaissance Technologies New York	$109M	+$4.56M	7	0.26%	Increased
16	KCM Kensico Capital Management Greenwich, Connecticut	$101M	-$4.39M	1	2.09%	Reduced
17	Norges Bank Oslo, Norway	$96.9M	+$39.4M	5	0.03%	Increased
18	Franklin Resources San Mateo, California	$94.8M	+$13.4M	2	0.04%	Increased
19	Horizon Kinetics New York	$90.9M	-$878K	2	1.14%	Reduced
20	Wellington Management Group Boston, Massachusetts	$87.6M	+$71.5M	2	0.02%	Increased
21	Beck Mack & Oliver New York	$84M	-$652K	1	1.89%	Reduced
22	BAMCO Inc New York	$77.3M	+$68.7M	1	0.31%	New
23	LM Litespeed Management New York	$72.3M	+$58.1M	1	4.55%	New
24	Gabelli Funds Rye, New York	$62.9M	+$6.4M	4	0.31%	Increased
25	LSV Asset Management Chicago, Illinois	$58.9M	+$2.91M	2	0.13%	Increased