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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	$823M	$0	1	11.18%	Maintained
2	Vanguard Group Malvern, Pennsylvania	$551M	-$3.85M	8	0.03%	Reduced
3	Putnam Investments Boston, Massachusetts	$499M	-$53.5M	2	1.21%	Reduced
4	FP FPR Partners San Francisco, California	$428M	$0	1	10.34%	Maintained
5	SAM Southeastern Asset Management Memphis, Tennessee	$328M	-$2.97M	1	3.35%	Reduced
6	BlackRock Fund Advisors San Francisco, California	$324M	-$14.9M	7	0.07%	Reduced
7	Northern Trust Chicago, Illinois	$188M	+$45M	7	0.06%	Increased
8	BlackRock Institutional Trust San Francisco, California	$187M	+$16.4M	7	0.03%	Increased
9	Dimensional Fund Advisors Austin, Texas	$170M	+$702K	5	0.1%	Increased
10	State Street Boston, Massachusetts	$162M	+$36.2M	7	0.02%	Increased
11	NSCM New South Capital Management Memphis, Tennessee	$155M	-$4.5M	1	3.82%	Reduced
12	Renaissance Technologies New York	$114M	+$15.8M	6	0.22%	Increased
13	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$109M	+$13M	1	4.55%	Increased
14	Franklin Resources San Mateo, California	$100M	-$31.5M	2	0.05%	Reduced
15	Fidelity Investments Boston, Massachusetts	$98.8M	+$1.18M	4	0.01%	Increased
16	BAMCO Inc New York	$80.3M	$0	1	0.43%	Maintained
17	Capital World Investors Los Angeles, California	$75.6M	+$15.2M	2	0.02%	Increased
18	Principal Financial Group Des Moines, Iowa	$75.1M	-$15.6M	6	0.1%	Reduced
19	Bank of New York Mellon New York	$68.5M	-$3.19M	7	0.02%	Reduced
20	Thornburg Investment Management Santa Fe, New Mexico	$68.1M	+$118K	1	0.53%	Increased
21	SIM Stelliam Investment Management New York	$66.5M	+$31M	1	2.3%	Increased
22	Gabelli Funds Rye, New York	$66.2M	+$5.98M	3	0.39%	Increased
23	KCM Kensico Capital Management Greenwich, Connecticut	$58.8M	-$5.88M	1	1.18%	Reduced
24	Norges Bank Oslo, Norway	$55.9M	+$5.52M	4	0.03%	Increased
25	MP Mangrove Partners Greenwich, Connecticut	$53.9M	+$16.8M	1	13.43%	Increased