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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	$861M	$0	1	12.24%	Maintained
2	Vanguard Group Malvern, Pennsylvania	$588M	+$11.3M	8	0.03%	Increased
3	Putnam Investments Boston, Massachusetts	$537M	-$11.9M	2	1.29%	Reduced
4	BlackRock Fund Advisors San Francisco, California	$350M	+$18.7M	7	0.07%	Increased
5	SAM Southeastern Asset Management Memphis, Tennessee	$343M	$0	1	3.28%	Maintained
6	FP FPR Partners San Francisco, California	$339M	-$108M	1	7.64%	Reduced
7	Northern Trust Chicago, Illinois	$224M	+$445K	7	0.07%	Increased
8	BlackRock Institutional Trust San Francisco, California	$202M	+$4.01M	7	0.03%	Increased
9	Dimensional Fund Advisors Austin, Texas	$175M	-$451K	5	0.09%	Reduced
10	State Street Boston, Massachusetts	$172M	+$1.25M	7	0.02%	Increased
11	NSCM New South Capital Management Memphis, Tennessee	$160M	-$2.02M	1	3.83%	Reduced
12	Fidelity Investments Boston, Massachusetts	$137M	+$25.6M	5	0.02%	Increased
13	Renaissance Technologies New York	$137M	+$9.1M	7	0.24%	Increased
14	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$116M	+$2.4M	1	7.53%	Increased
15	Franklin Resources San Mateo, California	$90M	-$13.1M	2	0.05%	Reduced
16	SIM Stelliam Investment Management New York	$87.2M	-$212K	1	2.92%	Reduced
17	Capital World Investors Los Angeles, California	$82.8M	+$2.03M	2	0.02%	Increased
18	BAMCO Inc New York	$75.6M	+$2.35M	1	0.4%	Increased
19	Thornburg Investment Management Santa Fe, New Mexico	$75.1M	-$105K	1	0.57%	Reduced
20	Gabelli Funds Rye, New York	$75M	-$1.97M	3	0.45%	Reduced
21	Bank of New York Mellon New York	$70.5M	+$154K	7	0.02%	Increased
22	Norges Bank Oslo, Norway	$65.7M	+$9.35M	5	0.03%	Increased
23	KCM Kensico Capital Management Greenwich, Connecticut	$64.9M	$0	1	1.19%	Maintained
24	MP Mangrove Partners Greenwich, Connecticut	$64.8M	+$4.72M	1	15.14%	Increased
25	Principal Financial Group Des Moines, Iowa	$60M	-$18.7M	5	0.08%	Reduced