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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	$695M	$0	1	11.59%	Maintained
2	Putnam Investments Boston, Massachusetts	$623M	+$53M	3	1.25%	Increased
3	Vanguard Group Malvern, Pennsylvania	$570M	+$15M	8	0.04%	Increased
4	BlackRock Fund Advisors San Francisco, California	$340M	+$12M	7	0.08%	Increased
5	FP FPR Partners San Francisco, California	$284M	$0	1	7.27%	Maintained
6	Northern Trust Chicago, Illinois	$248M	+$4.43M	7	0.07%	Increased
7	SAM Southeastern Asset Management Memphis, Tennessee	$210M	$0	1	1.4%	Maintained
8	BlackRock Institutional Trust San Francisco, California	$194M	-$3.2M	7	0.03%	Reduced
9	Dimensional Fund Advisors Austin, Texas	$185M	+$9.15M	6	0.11%	Increased
10	Fidelity Investments Boston, Massachusetts	$169M	+$51.5M	6	0.02%	Increased
11	Franklin Resources San Mateo, California	$152M	-$7.33M	2	0.07%	Reduced
12	Columbia Wanger Asset Management Chicago, Illinois	$150M	-$24.2M	2	0.97%	Reduced
13	State Street Boston, Massachusetts	$147M	+$3.89M	7	0.02%	Increased
14	NSCM New South Capital Management Memphis, Tennessee	$119M	+$21.3M	1	3.07%	Increased
15	Principal Financial Group Des Moines, Iowa	$114M	+$472K	5	0.17%	Increased
16	Renaissance Technologies New York	$110M	+$4.23M	5	0.25%	Increased
17	Lord, Abbett & Co Jersey City, New Jersey	$102M	+$18M	1	0.27%	Increased
18	Capital World Investors Los Angeles, California	$89.8M	+$23.8M	2	0.02%	Increased
19	Wellington Management Group Boston, Massachusetts	$89M	-$39.4M	1	0.02%	Reduced
20	Gabelli Funds Rye, New York	$87.2M	+$4.91M	3	0.46%	Increased
21	KCM Kensico Capital Management Greenwich, Connecticut	$84.5M	-$90.9K	1	1.66%	Reduced
22	BAMCO Inc New York	$82.8M	$0	1	0.33%	Maintained
23	Horizon Kinetics New York	$77.1M	-$1.1M	2	1.11%	Reduced
24	SIM Stelliam Investment Management New York	$70.3M	+$694K	1	1.49%	Increased
25	Bank of New York Mellon New York	$68.9M	+$6.25M	7	0.02%	Increased