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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	$0	1	9.95%	Maintained
2	BlackRock New York	$802M	-$1.19M	7	0.04%	Reduced
3	Vanguard Group Malvern, Pennsylvania	$778M	+$26.6M	8	0.04%	Increased
4	Putnam Investments Boston, Massachusetts	$735M	+$2.97M	1	1.72%	Increased
5	SAM Southeastern Asset Management Memphis, Tennessee	$349M	-$3.06M	1	3.83%	Reduced
6	FP FPR Partners San Francisco, California	$257M	-$3.25M	1	5.52%	Reduced
7	Dimensional Fund Advisors Austin, Texas	$229M	+$6.19M	5	0.11%	Increased
8	State Street Boston, Massachusetts	$225M	+$9.1M	7	0.02%	Increased
9	Renaissance Technologies New York	$211M	+$26.1M	5	0.27%	Increased
10	Fidelity Investments Boston, Massachusetts	$192M	+$5.44M	6	0.02%	Increased
11	NSCM New South Capital Management Memphis, Tennessee	$153M	+$16.6M	1	3.62%	Increased
12	Millennium Management New York	$149M	+$63.6M	7	0.27%	Increased
13	OAMG Odey Asset Management Group London, United Kingdom	$142M	+$26.6M	1	15.67%	Increased
14	BAMCO Inc New York	$128M	-$616K	1	0.65%	Reduced
15	Northern Trust Chicago, Illinois	$125M	+$9.68M	7	0.04%	Increased
16	Capital World Investors Los Angeles, California	$105M	-$5.25M	2	0.02%	Reduced
17	Thornburg Investment Management Santa Fe, New Mexico	$105M	+$3.63M	3	0.8%	Increased
18	Bank of New York Mellon New York	$103M	+$1.03M	7	0.03%	Increased
19	SIM Stelliam Investment Management New York	$101M	+$469K	2	3.26%	Increased
20	Brown Advisory Baltimore, Maryland	$94.6M	+$169K	2	0.29%	Increased
21	MP Mangrove Partners Greenwich, Connecticut	$89.8M	$0	1	18.3%	Maintained
22	GA Glenhill Advisors New York	$86.6M	+$13.8M	1	5.45%	Increased
23	Geode Capital Management Boston, Massachusetts	$80.6M	+$4.68M	8	0.03%	Increased
24	Disciplined Growth Investors Minneapolis, Minnesota	$76M	+$39.4M	1	1.59%	Increased
25	Principal Financial Group Des Moines, Iowa	$75.9M	+$1.04M	6	0.08%	Increased