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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	$985M	$0	1	9.74%	Maintained
2	BlackRock New York	$882M	+$23.5M	7	0.04%	Increased
3	Vanguard Group Malvern, Pennsylvania	$833M	+$22.5M	8	0.04%	Increased
4	Putnam Investments Boston, Massachusetts	$718M	-$6.22M	1	1.6%	Reduced
5	FP FPR Partners San Francisco, California	$420M	+$106M	1	9.01%	Increased
6	SAM Southeastern Asset Management Memphis, Tennessee	$405M	-$30.2M	1	5.01%	Reduced
7	State Street Boston, Massachusetts	$245M	+$7.72M	7	0.02%	Increased
8	Dimensional Fund Advisors Austin, Texas	$239M	-$6.44M	6	0.1%	Reduced
9	Renaissance Technologies New York	$211M	-$2.63M	5	0.23%	Reduced
10	Fidelity Investments Boston, Massachusetts	$184M	+$10.5M	6	0.02%	Increased
11	OAMG Odey Asset Management Group London, United Kingdom	$175M	+$20.9M	1	15.9%	Increased
12	Franklin Resources San Mateo, California	$168M	+$16.5M	2	0.08%	Increased
13	NSCM New South Capital Management Memphis, Tennessee	$162M	-$4.26M	1	3.77%	Reduced
14	Millennium Management New York	$141M	+$3.66M	7	0.2%	Increased
15	BAMCO Inc New York	$137M	$0	1	0.63%	Maintained
16	Northern Trust Chicago, Illinois	$131M	-$934K	7	0.03%	Reduced
17	Thornburg Investment Management Santa Fe, New Mexico	$128M	+$1.26M	3	0.89%	Increased
18	Capital World Investors Los Angeles, California	$111M	+$535K	2	0.02%	Increased
19	SIM Stelliam Investment Management New York	$97.5M	-$893K	2	4.03%	Reduced
20	Bank of New York Mellon New York	$97.3M	-$9.63M	7	0.03%	Reduced
21	MCM Mudrick Capital Management New York	$96.8M	+$112M	1	49.45%	New
22	Brown Advisory Baltimore, Maryland	$91.3M	-$312K	2	0.29%	Reduced
23	MP Mangrove Partners Greenwich, Connecticut	$88.6M	$0	1	11.95%	Maintained
24	Geode Capital Management Boston, Massachusetts	$88.3M	+$1.35M	8	0.03%	Increased
25	Disciplined Growth Investors Minneapolis, Minnesota	$85.8M	+$1.2M	1	1.69%	Increased