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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	$840M	$0	1	9.89%	Maintained
2	BlackRock New York	$730M	+$716M	7	0.04%	Increased
3	Putnam Investments Boston, Massachusetts	$687M	-$7.37M	1	1.61%	Reduced
4	Vanguard Group Malvern, Pennsylvania	$683M	+$16.1M	8	0.04%	Increased
5	SAM Southeastern Asset Management Memphis, Tennessee	$339M	+$47.6M	1	3.45%	Increased
6	FP FPR Partners San Francisco, California	$251M	-$630K	1	5.42%	Reduced
7	Dimensional Fund Advisors Austin, Texas	$201M	+$12.8M	5	0.1%	Increased
8	State Street Boston, Massachusetts	$199M	+$10.8M	7	0.02%	Increased
9	Renaissance Technologies New York	$174M	+$7.01M	3	0.24%	Increased
10	Fidelity Investments Boston, Massachusetts	$170M	+$19.9M	6	0.02%	Increased
11	NSCM New South Capital Management Memphis, Tennessee	$131M	-$3.79M	1	3.04%	Reduced
12	BAMCO Inc New York	$113M	+$184K	1	0.6%	Increased
13	OAMG Odey Asset Management Group London, United Kingdom	$111M	+$114M	1	11.47%	New
14	Northern Trust Chicago, Illinois	$106M	+$3.67M	7	0.03%	Increased
15	Capital World Investors Los Angeles, California	$98.7M	+$1.28M	2	0.02%	Increased
16	SIM Stelliam Investment Management New York	$95.8M	+$1.79M	2	3.68%	Increased
17	Thornburg Investment Management Santa Fe, New Mexico	$94.9M	+$48K	2	0.77%	Increased
18	Bank of New York Mellon New York	$91.5M	+$3.89M	7	0.03%	Increased
19	Brown Advisory Baltimore, Maryland	$88.3M	+$7.04M	2	0.3%	Increased
20	MP Mangrove Partners Greenwich, Connecticut	$84.2M	$0	1	19.26%	Maintained
21	Millennium Management New York	$81.3M	+$6.22M	5	0.15%	Increased
22	Gabelli Funds Rye, New York	$72.8M	-$7.94M	3	0.43%	Reduced
23	CCP Clough Capital Partners Boston, Massachusetts	$72.5M	+$34.9M	1	4.6%	Increased
24	Geode Capital Management Boston, Massachusetts	$69.8M	+$5.59M	8	0.03%	Increased
25	Principal Financial Group Des Moines, Iowa	$69.5M	+$811K	6	0.08%	Increased