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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	$1.1B	+$6.3M	7	0.05%	Increased
2	Baupost Group Boston, Massachusetts	$1.06B	$0	1	8.94%	Maintained
3	Vanguard Group Malvern, Pennsylvania	$939M	+$15.4M	8	0.04%	Increased
4	FP FPR Partners San Francisco, California	$442M	-$24.2M	1	10.81%	Reduced
5	Dimensional Fund Advisors Austin, Texas	$337M	+$11.2M	5	0.13%	Increased
6	State Street Boston, Massachusetts	$267M	+$8.26M	8	0.02%	Increased
7	BAMCO Inc New York	$246M	-$109K	1	1.04%	Reduced
8	Renaissance Technologies New York	$240M	+$23.7M	7	0.22%	Increased
9	OAMG Odey Asset Management Group London, United Kingdom	$237M	-$6.79M	1	19.18%	Reduced
10	EdgePoint Investment Group Toronto, Ontario, Canada	$201M	+$35.3M	1	2.2%	Increased
11	Franklin Resources San Mateo, California	$191M	+$5.06M	1	0.1%	Increased
12	SAM Southeastern Asset Management Memphis, Tennessee	$154M	-$91.2M	1	2.22%	Reduced
13	Northern Trust Chicago, Illinois	$153M	-$2.54M	7	0.04%	Reduced
14	Fidelity Investments Boston, Massachusetts	$143M	+$27.7M	6	0.02%	Increased
15	NSCM New South Capital Management Memphis, Tennessee	$130M	-$5.56M	1	3.75%	Reduced
16	Geode Capital Management Boston, Massachusetts	$123M	+$11.1M	8	0.03%	Increased
17	Capital World Investors Los Angeles, California	$119M	$0	1	0.03%	Maintained
18	Van Berkom & Associates Montreal, Quebec, Canada	$110M	-$9.59M	1	3.5%	Reduced
19	Putnam Investments Boston, Massachusetts	$108M	-$37.3M	1	0.25%	Reduced
20	Bank of New York Mellon New York	$107M	-$5.79M	7	0.03%	Reduced
21	Disciplined Growth Investors Minneapolis, Minnesota	$98.9M	+$14M	1	1.73%	Increased
22	Norges Bank Oslo, Norway	$92.5M	+$10.5M	4	0.03%	Increased
23	Capital International Investors Los Angeles, California	$89.1M	$0	2	0.04%	Maintained
24	Invesco Atlanta, Georgia	$86.5M	-$3.95M	5	0.03%	Reduced
25	Charles Schwab San Francisco, California	$83.8M	+$4.24M	7	0.05%	Increased