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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	$687M	$0	1	11.55%	Maintained
2	Putnam Investments Boston, Massachusetts	$608M	+$1.37M	2	1.21%	Increased
3	Vanguard Group Malvern, Pennsylvania	$595M	+$42.8M	8	0.04%	Increased
4	BlackRock Fund Advisors San Francisco, California	$347M	+$31.6M	7	0.08%	Increased
5	FP FPR Partners San Francisco, California	$281M	+$35.9M	1	7.22%	Increased
6	Northern Trust Chicago, Illinois	$229M	-$12.6M	7	0.07%	Reduced
7	SAM Southeastern Asset Management Memphis, Tennessee	$208M	$0	1	1.3%	Maintained
8	Columbia Wanger Asset Management Chicago, Illinois	$207M	+$57.9M	2	1.13%	Increased
9	BlackRock Institutional Trust San Francisco, California	$206M	+$13.9M	7	0.03%	Increased
10	Dimensional Fund Advisors Austin, Texas	$182M	+$7.44M	6	0.12%	Increased
11	Franklin Resources San Mateo, California	$159M	+$5.22M	2	0.07%	Increased
12	State Street Boston, Massachusetts	$150M	+$6.7M	7	0.02%	Increased
13	Principal Financial Group Des Moines, Iowa	$119M	+$6.3M	5	0.18%	Increased
14	Wellington Management Group Boston, Massachusetts	$114M	-$12M	2	0.03%	Reduced
15	Fidelity Investments Boston, Massachusetts	$114M	-$37.9M	6	0.01%	Reduced
16	Renaissance Technologies New York	$112M	+$154K	5	0.24%	Increased
17	YCMGA York Capital Management Global Advisors New York	$105M	-$10.7M	1	0.72%	Reduced
18	SP Steelhead Partners Seattle, Washington	$103M	+$1.98M	1	8.21%	Increased
19	NSCM New South Capital Management Memphis, Tennessee	$97.1M	+$28.3M	1	2.44%	Increased
20	KCM Kensico Capital Management Greenwich, Connecticut	$89.9M	+$615K	1	1.78%	Increased
21	BAMCO Inc New York	$88.5M	-$721K	1	0.34%	Reduced
22	Gabelli Funds Rye, New York	$84.1M	+$12M	3	0.43%	Increased
23	Horizon Kinetics New York	$82.2M	-$6.7M	2	1.13%	Reduced
24	Lord, Abbett & Co Jersey City, New Jersey	$74.2M	+$15.5M	1	0.19%	Increased
25	Thornburg Investment Management Santa Fe, New Mexico	$69.2M	+$17.1M	1	0.38%	Increased