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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	$741M	$0	1	12.35%	Maintained
2	Putnam Investments Boston, Massachusetts	$595M	+$48.2M	2	1.33%	Increased
3	Vanguard Group Malvern, Pennsylvania	$507M	+$10.7M	8	0.04%	Increased
4	FP FPR Partners San Francisco, California	$339M	+$34.3M	1	8.48%	Increased
5	BlackRock Fund Advisors San Francisco, California	$311M	+$8.63M	7	0.08%	Increased
6	SAM Southeastern Asset Management Memphis, Tennessee	$299M	+$71.6M	1	2.53%	Increased
7	Northern Trust Chicago, Illinois	$194M	+$5.48M	7	0.06%	Increased
8	BlackRock Institutional Trust San Francisco, California	$172M	+$3.7M	7	0.03%	Increased
9	Dimensional Fund Advisors Austin, Texas	$164M	+$7.87M	6	0.11%	Increased
10	Franklin Resources San Mateo, California	$153M	-$2.04M	2	0.08%	Reduced
11	NSCM New South Capital Management Memphis, Tennessee	$147M	+$19.3M	1	3.7%	Increased
12	Fidelity Investments Boston, Massachusetts	$137M	+$18.2M	6	0.02%	Increased
13	State Street Boston, Massachusetts	$125M	-$3.62M	7	0.01%	Reduced
14	Columbia Wanger Asset Management Chicago, Illinois	$116M	+$7.51M	2	0.92%	Increased
15	Principal Financial Group Des Moines, Iowa	$103M	+$109K	5	0.16%	Increased
16	Renaissance Technologies New York	$96.4M	+$3.88M	5	0.23%	Increased
17	Bank of New York Mellon New York	$82M	+$25.1M	7	0.03%	Increased
18	KCM Kensico Capital Management Greenwich, Connecticut	$74.6M	-$182K	1	1.57%	Reduced
19	Gabelli Funds Rye, New York	$73.1M	+$1.86K	3	0.43%	Increased
20	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$72.9M	+$9.83M	1	2.17%	Increased
21	SIM Stelliam Investment Management New York	$70.6M	+$22.9M	1	1.75%	Increased
22	Capital World Investors Los Angeles, California	$62.4M	$0	2	0.02%	Maintained
23	Horizon Kinetics New York	$61.9M	-$8.49M	2	1.12%	Reduced
24	Thornburg Investment Management Santa Fe, New Mexico	$60.6M	+$1.72M	1	0.38%	Increased
25	Wellington Management Group Boston, Massachusetts	$56.4M	-$7.91M	1	0.02%	Reduced