← All themes Space Economy

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	$1.11B	$0	1	10.05%	Maintained
2	BlackRock New York	$997M	-$121M	7	0.04%	Reduced
3	Vanguard Group Malvern, Pennsylvania	$954M	-$14.2M	8	0.04%	Reduced
4	FP FPR Partners San Francisco, California	$346M	-$125M	1	8.26%	Reduced
5	Dimensional Fund Advisors Austin, Texas	$346M	+$181K	5	0.13%	Increased
6	Renaissance Technologies New York	$291M	+$33.1M	6	0.26%	Increased
7	BAMCO Inc New York	$270M	+$56.6M	1	1.08%	Increased
8	EdgePoint Investment Group Toronto, Ontario, Canada	$245M	+$784K	1	2.44%	Increased
9	State Street Boston, Massachusetts	$241M	-$34.7M	8	0.02%	Reduced
10	Bank of New York Mellon New York	$209M	-$13.9M	8	0.06%	Reduced
11	OAMG Odey Asset Management Group London, United Kingdom	$201M	-$49.4M	1	17.09%	Reduced
12	Fidelity Investments Boston, Massachusetts	$196M	+$72.4M	6	0.02%	Increased
13	Northern Trust Chicago, Illinois	$152M	-$228K	7	0.04%	Reduced
14	Franklin Resources San Mateo, California	$150M	-$53.5M	1	0.08%	Reduced
15	Putnam Investments Boston, Massachusetts	$132M	$0	1	0.29%	Maintained
16	NSCM New South Capital Management Memphis, Tennessee	$127M	-$9.05M	1	3.76%	Reduced
17	Geode Capital Management Boston, Massachusetts	$126M	-$2.57M	8	0.03%	Reduced
18	Invesco Atlanta, Georgia	$124M	+$45.1M	5	0.03%	Increased
19	Millennium Management New York	$114M	+$71.2M	6	0.17%	Increased
20	SAM Southeastern Asset Management Memphis, Tennessee	$112M	-$52M	1	1.84%	Reduced
21	Norges Bank Oslo, Norway	$108M	+$12.1M	4	0.03%	Increased
22	Disciplined Growth Investors Minneapolis, Minnesota	$103M	-$34.4K	1	1.92%	Reduced
23	Van Berkom & Associates Montreal, Quebec, Canada	$96.5M	-$542K	1	2.79%	Reduced
24	D.E. Shaw & Co New York	$93.3M	+$14.5M	6	0.12%	Increased
25	Goldman Sachs New York	$89.1M	+$34.7M	7	0.03%	Increased