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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	$727M	$0	1	14.28%	Maintained
2	Putnam Investments Boston, Massachusetts	$616M	+$6.45M	2	1.26%	Increased
3	Vanguard Group Malvern, Pennsylvania	$541M	+$22.4M	7	0.04%	Increased
4	BlackRock Fund Advisors San Francisco, California	$314M	+$30.5M	7	0.08%	Increased
5	FP FPR Partners San Francisco, California	$259M	-$68.3M	1	7.82%	Reduced
6	Northern Trust Chicago, Illinois	$222M	+$1.35M	7	0.07%	Increased
7	SAM Southeastern Asset Management Memphis, Tennessee	$219M	+$23.4M	1	1.26%	Increased
8	BlackRock Institutional Trust San Francisco, California	$190M	+$6.07M	7	0.03%	Increased
9	Dimensional Fund Advisors Austin, Texas	$179M	+$4.68M	7	0.12%	Increased
10	Franklin Resources San Mateo, California	$162M	+$19.4M	2	0.07%	Increased
11	State Street Boston, Massachusetts	$142M	+$2.14M	7	0.01%	Increased
12	Fidelity Investments Boston, Massachusetts	$139M	-$110M	6	0.02%	Reduced
13	Columbia Wanger Asset Management Chicago, Illinois	$118M	+$12.8M	2	0.59%	Increased
14	Principal Financial Group Des Moines, Iowa	$116M	+$924K	5	0.18%	Increased
15	Wellington Management Group Boston, Massachusetts	$111M	-$9.92M	2	0.03%	Reduced
16	Renaissance Technologies New York	$111M	-$47.9K	5	0.27%	Reduced
17	YCMGA York Capital Management Global Advisors New York	$97.2M	-$18.3M	2	0.87%	Reduced
18	KCM Kensico Capital Management Greenwich, Connecticut	$90.7M	+$378K	1	1.97%	Increased
19	Horizon Kinetics New York	$90.6M	-$1.47M	2	1.22%	Reduced
20	BAMCO Inc New York	$89.6M	$0	1	0.36%	Maintained
21	SP Steelhead Partners Seattle, Washington	$83.3M	-$1.69M	1	6.27%	Reduced
22	NSCM New South Capital Management Memphis, Tennessee	$73.3M	+$1.84M	1	2.21%	Increased
23	Gabelli Funds Rye, New York	$71.1M	+$2.43M	3	0.35%	Increased
24	Capital World Investors Los Angeles, California	$64.2M	$0	2	0.02%	Maintained
25	Bank of New York Mellon New York	$59.1M	-$1.11M	7	0.02%	Reduced