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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	$871M	+$116M	1	11.36%	Increased
2	Vanguard Group Malvern, Pennsylvania	$652M	+$52.9M	8	0.04%	Increased
3	Putnam Investments Boston, Massachusetts	$627M	-$1.72M	1	1.51%	Reduced
4	BlackRock Fund Advisors San Francisco, California	$411M	+$58.9M	7	0.08%	Increased
5	SAM Southeastern Asset Management Memphis, Tennessee	$304M	-$375K	1	2.93%	Reduced
6	FP FPR Partners San Francisco, California	$261M	-$42.6M	1	6.03%	Reduced
7	BlackRock Institutional Trust San Francisco, California	$232M	+$28.1M	7	0.03%	Increased
8	State Street Boston, Massachusetts	$185M	+$18M	7	0.02%	Increased
9	Dimensional Fund Advisors Austin, Texas	$183M	-$1.31M	5	0.09%	Reduced
10	Renaissance Technologies New York	$153M	-$3.44M	4	0.24%	Reduced
11	NSCM New South Capital Management Memphis, Tennessee	$140M	-$1.79M	1	3.34%	Reduced
12	Fidelity Investments Boston, Massachusetts	$137M	-$1.52M	6	0.02%	Reduced
13	BAMCO Inc New York	$112M	+$427K	1	0.63%	Increased
14	Northern Trust Chicago, Illinois	$101M	-$108M	7	0.03%	Reduced
15	Capital World Investors Los Angeles, California	$92.1M	+$5.1M	2	0.02%	Increased
16	Thornburg Investment Management Santa Fe, New Mexico	$85.7M	-$2.24M	1	0.66%	Reduced
17	Bank of New York Mellon New York	$85.4M	+$14M	7	0.02%	Increased
18	EC Eminence Capital New York	$82.3M	+$75.5M	1	1.29%	Increased
19	SIM Stelliam Investment Management New York	$78.9M	+$6.49M	1	2.62%	Increased
20	Millennium Management New York	$77.4M	+$32.3M	5	0.16%	Increased
21	MP Mangrove Partners Greenwich, Connecticut	$76M	$0	1	13.69%	Maintained
22	Brown Advisory Baltimore, Maryland	$73.2M	+$2.96M	2	0.26%	Increased
23	Gabelli Funds Rye, New York	$72M	-$8.21M	3	0.43%	Reduced
24	KCM Kensico Capital Management Greenwich, Connecticut	$71.2M	-$4.64M	1	1.23%	Reduced
25	Norges Bank Oslo, Norway	$64.8M	-$1.14M	4	0.03%	Reduced