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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	BlackRock New York	$999M	+$46.8M	7	0.04%	Increased
2	Baupost Group Boston, Massachusetts	$878M	$0	1	6.73%	Maintained
3	Vanguard Group Malvern, Pennsylvania	$871M	+$47.2M	8	0.03%	Increased
4	Putnam Investments Boston, Massachusetts	$535M	+$578K	2	1.15%	Increased
5	FP FPR Partners San Francisco, California	$387M	+$38.3M	1	8.44%	Increased
6	Dimensional Fund Advisors Austin, Texas	$321M	+$13.8M	5	0.12%	Increased
7	SAM Southeastern Asset Management Memphis, Tennessee	$260M	-$17.4M	1	3.12%	Reduced
8	State Street Boston, Massachusetts	$250M	+$7.94M	8	0.02%	Increased
9	Renaissance Technologies New York	$230M	+$9.14M	6	0.24%	Increased
10	BAMCO Inc New York	$208M	-$15.2K	1	0.86%	Reduced
11	OAMG Odey Asset Management Group London, United Kingdom	$193M	+$44.5M	1	16.23%	Increased
12	Franklin Resources San Mateo, California	$162M	+$3.38M	2	0.08%	Increased
13	Northern Trust Chicago, Illinois	$143M	+$1.45M	7	0.04%	Increased
14	Bank of New York Mellon New York	$114M	+$2.46M	7	0.03%	Increased
15	Van Berkom & Associates Montreal, Quebec, Canada	$112M	-$7.37M	1	3.18%	Reduced
16	NSCM New South Capital Management Memphis, Tennessee	$109M	-$11.4M	1	2.9%	Reduced
17	Capital World Investors Los Angeles, California	$101M	-$84.6M	1	0.02%	Reduced
18	Geode Capital Management Boston, Massachusetts	$101M	+$7.43M	8	0.03%	Increased
19	Millennium Management New York	$88.7M	-$32.6M	5	0.11%	Reduced
20	Thornburg Investment Management Santa Fe, New Mexico	$87.1M	-$8.06M	1	0.73%	Reduced
21	Invesco Atlanta, Georgia	$84.6M	-$7.72M	6	0.03%	Reduced
22	Principal Financial Group Des Moines, Iowa	$79.4M	+$3.18M	4	0.07%	Increased
23	Charles Schwab San Francisco, California	$78.7M	+$4.87M	7	0.05%	Increased
24	Capital International Investors Los Angeles, California	$77.5M	+$66.8M	2	0.04%	New
25	Brown Advisory Baltimore, Maryland	$75.4M	+$4.21M	2	0.21%	Increased