← All themes Space Economy

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	$636M	$0	1	11.07%	Maintained
2	Putnam Investments Boston, Massachusetts	$565M	+$13M	2	1.2%	Increased
3	Vanguard Group Malvern, Pennsylvania	$505M	+$6.85M	7	0.04%	Increased
4	FP FPR Partners San Francisco, California	$288M	$0	1	9.68%	Maintained
5	BlackRock Fund Advisors San Francisco, California	$272M	-$7.21M	7	0.08%	Reduced
6	Fidelity Investments Boston, Massachusetts	$229M	+$11.9M	6	0.03%	Increased
7	Northern Trust Chicago, Illinois	$224M	+$25.7M	7	0.07%	Increased
8	BlackRock Institutional Trust San Francisco, California	$174M	-$14.9M	7	0.03%	Reduced
9	SAM Southeastern Asset Management Memphis, Tennessee	$171M	+$138M	1	0.93%	Increased
10	Dimensional Fund Advisors Austin, Texas	$170M	-$121K	7	0.12%	Reduced
11	YCMGA York Capital Management Global Advisors New York	$146M	+$12.8M	2	1.47%	Increased
12	State Street Boston, Massachusetts	$135M	+$344K	7	0.01%	Increased
13	Columbia Wanger Asset Management Chicago, Illinois	$129M	+$27.6M	2	0.59%	Increased
14	Franklin Resources San Mateo, California	$124M	+$33.9M	2	0.06%	Increased
15	Wellington Management Group Boston, Massachusetts	$124M	+$48.4M	3	0.03%	Increased
16	SP Steelhead Partners Seattle, Washington	$113M	-$6.96M	2	9.6%	Reduced
17	Principal Financial Group Des Moines, Iowa	$106M	+$95.2K	6	0.18%	Increased
18	Renaissance Technologies New York	$105M	+$2.61M	6	0.29%	Increased
19	Horizon Kinetics New York	$84.9M	+$844K	2	1.09%	Increased
20	KCM Kensico Capital Management Greenwich, Connecticut	$83.8M	-$9.92M	1	1.85%	Reduced
21	BAMCO Inc New York	$81.3M	+$439K	1	0.34%	Increased
22	Beck Mack & Oliver New York	$71.4M	-$1.08M	1	1.68%	Reduced
23	Gabelli Funds Rye, New York	$64M	+$6.49M	3	0.32%	Increased
24	LM Litespeed Management New York	$62.7M	+$532K	1	4.84%	Increased
25	NSCM New South Capital Management Memphis, Tennessee	$62.4M	+$64.7M	1	2.06%	New