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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	$902M	+$4.72M	1	7.89%	Increased
2	BlackRock New York	$858M	+$22.5M	7	0.04%	Increased
3	Vanguard Group Malvern, Pennsylvania	$755M	+$15M	8	0.03%	Increased
4	Putnam Investments Boston, Massachusetts	$512M	-$22.8M	1	1.17%	Reduced
5	FP FPR Partners San Francisco, California	$360M	+$5.15M	1	8.27%	Increased
6	SAM Southeastern Asset Management Memphis, Tennessee	$284M	-$54.8M	1	3.18%	Reduced
7	Dimensional Fund Advisors Austin, Texas	$266M	+$16.9M	5	0.11%	Increased
8	State Street Boston, Massachusetts	$224M	-$1.42M	8	0.02%	Reduced
9	Renaissance Technologies New York	$205M	+$19.7M	7	0.22%	Increased
10	Franklin Resources San Mateo, California	$160M	+$3.94M	2	0.08%	Increased
11	OAMG Odey Asset Management Group London, United Kingdom	$154M	+$3.8M	1	14.5%	Increased
12	BAMCO Inc New York	$149M	-$131K	1	0.65%	Reduced
13	Capital World Investors Los Angeles, California	$144M	+$14.3M	2	0.03%	Increased
14	Northern Trust Chicago, Illinois	$125M	+$2.73M	7	0.03%	Increased
15	NSCM New South Capital Management Memphis, Tennessee	$123M	-$12.2M	1	3.21%	Reduced
16	Millennium Management New York	$121M	+$9.22M	4	0.16%	Increased
17	Bank of New York Mellon New York	$97.8M	+$303K	7	0.03%	Increased
18	Thornburg Investment Management Santa Fe, New Mexico	$91.3M	-$4.52M	2	0.69%	Reduced
19	Van Berkom & Associates Montreal, Quebec, Canada	$86.4M	-$6.54M	1	2.51%	Reduced
20	SCH Sylebra Capital (HK) Hong Kong	$85.8M	+$51.1M	1	5.17%	Increased
21	Geode Capital Management Boston, Massachusetts	$85.7M	+$5.95M	8	0.03%	Increased
22	Fiduciary Management Inc Milwaukee, Wisconsin	$74M	-$1.98M	1	0.47%	Reduced
23	Invesco Atlanta, Georgia	$73.4M	+$2.75M	6	0.02%	Increased
24	Disciplined Growth Investors Minneapolis, Minnesota	$73M	-$636K	1	1.35%	Reduced
25	Principal Financial Group Des Moines, Iowa	$69.3M	+$198K	4	0.06%	Increased