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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	$847M	$0	1	12.24%	Maintained
2	Putnam Investments Boston, Massachusetts	$614M	-$1.48M	2	1.46%	Reduced
3	Vanguard Group Malvern, Pennsylvania	$602M	+$41.7M	8	0.04%	Increased
4	FP FPR Partners San Francisco, California	$441M	+$5.32M	1	10.52%	Increased
5	BlackRock Fund Advisors San Francisco, California	$364M	-$2.94M	7	0.08%	Reduced
6	SAM Southeastern Asset Management Memphis, Tennessee	$340M	+$1.71M	1	3.26%	Increased
7	Dimensional Fund Advisors Austin, Texas	$188M	+$1.4M	6	0.11%	Increased
8	BlackRock Institutional Trust San Francisco, California	$187M	+$1.53M	7	0.03%	Increased
9	Northern Trust Chicago, Illinois	$180M	+$10.2M	7	0.06%	Increased
10	NSCM New South Capital Management Memphis, Tennessee	$164M	+$2.69M	1	3.94%	Increased
11	State Street Boston, Massachusetts	$139M	+$4.19M	7	0.02%	Increased
12	Franklin Resources San Mateo, California	$133M	-$27.3M	2	0.07%	Reduced
13	Renaissance Technologies New York	$116M	+$7.29M	5	0.22%	Increased
14	Fidelity Investments Boston, Massachusetts	$113M	-$14.6M	5	0.02%	Reduced
15	Principal Financial Group Des Moines, Iowa	$99.3M	+$276K	6	0.14%	Increased
16	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$98.7M	+$6.32M	1	3.67%	Increased
17	Bank of New York Mellon New York	$77.1M	+$3.59M	7	0.02%	Increased
18	Thornburg Investment Management Santa Fe, New Mexico	$75.8M	+$12.3M	1	0.51%	Increased
19	KCM Kensico Capital Management Greenwich, Connecticut	$72M	-$4.78M	1	1.45%	Reduced
20	BAMCO Inc New York	$71.2M	$0	1	0.38%	Maintained
21	Gabelli Funds Rye, New York	$70.8M	-$618K	3	0.43%	Reduced
22	Capital World Investors Los Angeles, California	$63.2M	+$1.3M	2	0.02%	Increased
23	Horizon Kinetics New York	$55.3M	-$3.75M	2	1.37%	Reduced
24	Norges Bank Oslo, Norway	$54.9M	-$3.09M	4	0.03%	Reduced
25	Brown Advisory Baltimore, Maryland	$53.1M	+$6.64M	2	0.18%	Increased