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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	$856M	+$20.9M	7	0.04%	Increased
2	Baupost Group Boston, Massachusetts	$810M	$0	1	7.03%	Maintained
3	Vanguard Group Malvern, Pennsylvania	$752M	+$12M	8	0.03%	Increased
4	FP FPR Partners San Francisco, California	$357M	$0	1	9.42%	Maintained
5	Dimensional Fund Advisors Austin, Texas	$268M	+$14M	5	0.12%	Increased
6	State Street Boston, Massachusetts	$204M	-$8.28M	8	0.02%	Reduced
7	Renaissance Technologies New York	$198M	+$11.4M	5	0.22%	Increased
8	SAM Southeastern Asset Management Memphis, Tennessee	$194M	-$49.8M	1	2.77%	Reduced
9	OAMG Odey Asset Management Group London, United Kingdom	$186M	+$8.61M	1	16.44%	Increased
10	BAMCO Inc New York	$172M	+$2.02M	1	0.87%	Increased
11	EdgePoint Investment Group Toronto, Ontario, Canada	$169M	+$158M	1	2%	Increased
12	Putnam Investments Boston, Massachusetts	$144M	-$310M	1	0.38%	Reduced
13	Franklin Resources San Mateo, California	$141M	-$8.32M	1	0.09%	Reduced
14	Northern Trust Chicago, Illinois	$121M	+$736K	7	0.03%	Increased
15	NSCM New South Capital Management Memphis, Tennessee	$103M	+$3.39M	1	3.32%	Increased
16	Geode Capital Management Boston, Massachusetts	$91.1M	+$7.52M	8	0.03%	Increased
17	Bank of New York Mellon New York	$90M	-$6.98M	7	0.03%	Reduced
18	Van Berkom & Associates Montreal, Quebec, Canada	$85.2M	-$7.57M	1	3.01%	Reduced
19	Capital World Investors Los Angeles, California	$83M	$0	1	0.02%	Maintained
20	Fidelity Investments Boston, Massachusetts	$78.8M	+$49.6M	6	0.01%	Increased
21	Millennium Management New York	$69.8M	-$7.96M	5	0.11%	Reduced
22	Invesco Atlanta, Georgia	$68.3M	+$491K	6	0.03%	Increased
23	Norges Bank Oslo, Norway	$65.9M	+$8.68M	4	0.02%	Increased
24	Charles Schwab San Francisco, California	$64.7M	-$1.22M	7	0.05%	Reduced
25	Principal Financial Group Des Moines, Iowa	$64M	-$620K	4	0.07%	Reduced