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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	$898M	+$36.5M	1	8.66%	Increased
2	BlackRock New York	$806M	+$9.81M	7	0.04%	Increased
3	Vanguard Group Malvern, Pennsylvania	$745M	+$24.4M	8	0.03%	Increased
4	Putnam Investments Boston, Massachusetts	$632M	-$587K	1	1.47%	Reduced
5	FP FPR Partners San Francisco, California	$355M	-$15.6M	1	8.23%	Reduced
6	SAM Southeastern Asset Management Memphis, Tennessee	$341M	-$16.1M	1	4.17%	Reduced
7	Dimensional Fund Advisors Austin, Texas	$232M	-$5.24M	5	0.1%	Reduced
8	State Street Boston, Massachusetts	$224M	+$6.52M	8	0.02%	Increased
9	Renaissance Technologies New York	$206M	+$11.1M	5	0.23%	Increased
10	Fidelity Investments Boston, Massachusetts	$153M	+$4.49M	6	0.02%	Increased
11	Franklin Resources San Mateo, California	$152M	+$4.26M	2	0.08%	Increased
12	OAMG Odey Asset Management Group London, United Kingdom	$150M	-$3.64M	1	16.11%	Reduced
13	NSCM New South Capital Management Memphis, Tennessee	$136M	-$7.65M	1	3.39%	Reduced
14	Millennium Management New York	$119M	-$3.46M	6	0.16%	Reduced
15	Northern Trust Chicago, Illinois	$117M	+$601K	7	0.03%	Increased
16	Thornburg Investment Management Santa Fe, New Mexico	$112M	+$192K	3	0.85%	Increased
17	BAMCO Inc New York	$104M	-$1.16M	1	0.48%	Reduced
18	Capital World Investors Los Angeles, California	$101M	$0	2	0.02%	Maintained
19	Bank of New York Mellon New York	$90.9M	+$1.58M	7	0.03%	Increased
20	Geode Capital Management Boston, Massachusetts	$81.6M	+$3.57M	8	0.03%	Increased
21	MP Mangrove Partners Greenwich, Connecticut	$78M	$0	1	5.08%	Maintained
22	SIM Stelliam Investment Management New York	$77.8M	+$2.36M	2	3.25%	Increased
23	Brown Advisory Baltimore, Maryland	$77.1M	-$4.03M	2	0.25%	Reduced
24	Fiduciary Management Inc Milwaukee, Wisconsin	$76.1M	+$18.1M	1	0.47%	Increased
25	Disciplined Growth Investors Minneapolis, Minnesota	$73.7M	-$1.84M	1	1.45%	Reduced