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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	$846M	$0	1	10.55%	Maintained
2	BlackRock New York	$787M	+$21.2M	7	0.04%	Increased
3	Vanguard Group Malvern, Pennsylvania	$756M	+$22.7M	8	0.04%	Increased
4	Putnam Investments Boston, Massachusetts	$693M	-$810K	1	1.6%	Reduced
5	SAM Southeastern Asset Management Memphis, Tennessee	$376M	+$36.4M	1	4.52%	Increased
6	FP FPR Partners San Francisco, California	$262M	+$12.2M	1	5.69%	Increased
7	Dimensional Fund Advisors Austin, Texas	$227M	+$501K	6	0.1%	Increased
8	State Street Boston, Massachusetts	$217M	+$1.98M	7	0.02%	Increased
9	Renaissance Technologies New York	$201M	-$2.53M	7	0.24%	Reduced
10	Fidelity Investments Boston, Massachusetts	$169M	-$18.6M	6	0.02%	Reduced
11	NSCM New South Capital Management Memphis, Tennessee	$144M	-$4.89M	1	3.43%	Reduced
12	OAMG Odey Asset Management Group London, United Kingdom	$131M	-$7.26M	1	11.84%	Reduced
13	Franklin Resources San Mateo, California	$129M	+$62.5M	2	0.06%	Increased
14	Northern Trust Chicago, Illinois	$121M	+$1.67M	7	0.03%	Increased
15	Millennium Management New York	$121M	-$23.6M	3	0.18%	Reduced
16	Thornburg Investment Management Santa Fe, New Mexico	$120M	+$22.3M	3	0.86%	Increased
17	BAMCO Inc New York	$120M	$0	1	0.57%	Maintained
18	SIM Stelliam Investment Management New York	$102M	-$1.3M	2	3.12%	Reduced
19	Capital World Investors Los Angeles, California	$100M	$0	2	0.02%	Maintained
20	Bank of New York Mellon New York	$97.4M	-$1.82M	7	0.03%	Reduced
21	Brown Advisory Baltimore, Maryland	$87.1M	-$2.03M	2	0.29%	Reduced
22	MP Mangrove Partners Greenwich, Connecticut	$84.6M	$0	1	14.5%	Maintained
23	Norges Bank Oslo, Norway	$81.5M	+$19.6M	4	0.03%	Increased
24	Geode Capital Management Boston, Massachusetts	$80.9M	+$3.94M	8	0.03%	Increased
25	GA Glenhill Advisors New York	$80.3M	-$1.4M	1	6.51%	Reduced