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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	$704M	$0	1	12.76%	Maintained
2	Putnam Investments Boston, Massachusetts	$545M	+$1.84M	2	1.23%	Increased
3	Vanguard Group Malvern, Pennsylvania	$523M	+$18.2M	8	0.04%	Increased
4	FP FPR Partners San Francisco, California	$361M	+$41.2M	1	7.8%	Increased
5	BlackRock Fund Advisors San Francisco, California	$338M	+$24.3M	7	0.08%	Increased
6	SAM Southeastern Asset Management Memphis, Tennessee	$281M	-$3.07M	1	2.54%	Reduced
7	Northern Trust Chicago, Illinois	$216M	+$3.46M	7	0.07%	Increased
8	Fidelity Investments Boston, Massachusetts	$190M	+$30M	6	0.03%	Increased
9	BlackRock Institutional Trust San Francisco, California	$174M	+$2.86M	7	0.03%	Increased
10	Dimensional Fund Advisors Austin, Texas	$167M	+$1.63M	6	0.1%	Increased
11	Franklin Resources San Mateo, California	$139M	-$11.5M	2	0.07%	Reduced
12	NSCM New South Capital Management Memphis, Tennessee	$134M	-$6.24M	1	3.44%	Reduced
13	State Street Boston, Massachusetts	$126M	+$1.57M	7	0.01%	Increased
14	Columbia Wanger Asset Management Chicago, Illinois	$98.8M	-$20M	2	0.99%	Reduced
15	Renaissance Technologies New York	$93.6M	+$5.52M	5	0.2%	Increased
16	Principal Financial Group Des Moines, Iowa	$87.1M	-$9.07M	5	0.13%	Reduced
17	SIM Stelliam Investment Management New York	$86M	+$3.59M	1	2.57%	Increased
18	Lord, Abbett & Co Jersey City, New Jersey	$83.5M	+$39.1M	1	0.25%	Increased
19	Capital World Investors Los Angeles, California	$78.8M	$0	2	0.02%	Maintained
20	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$76.2M	+$7.31M	1	2.18%	Increased
21	BAMCO Inc New York	$76.1M	-$110K	1	0.35%	Reduced
22	Gabelli Funds Rye, New York	$75.4M	+$4.35M	3	0.46%	Increased
23	KCM Kensico Capital Management Greenwich, Connecticut	$68.4M	+$654K	1	1.41%	Increased
24	Bank of New York Mellon New York	$67.2M	-$17.8M	7	0.02%	Reduced
25	Invesco Atlanta, Georgia	$56.1M	-$3.89M	7	0.02%	Reduced