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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	$1.03B	$0	1	11.71%	Maintained
2	BlackRock New York	$960M	-$10.7M	7	0.04%	Reduced
3	Vanguard Group Malvern, Pennsylvania	$937M	+$3.19M	8	0.03%	Increased
4	FP FPR Partners San Francisco, California	$377M	+$58.1M	1	8.62%	Increased
5	Dimensional Fund Advisors Austin, Texas	$329M	-$17.2M	5	0.13%	Reduced
6	Renaissance Technologies New York	$277M	-$27M	7	0.23%	Reduced
7	BAMCO Inc New York	$263M	+$18.5M	1	1.08%	Increased
8	State Street Boston, Massachusetts	$233M	-$3.39M	8	0.02%	Reduced
9	EdgePoint Investment Group Toronto, Ontario, Canada	$219M	-$46M	1	2.15%	Reduced
10	Fidelity Investments Boston, Massachusetts	$172M	-$11.7M	6	0.02%	Reduced
11	OAMG Odey Asset Management Group London, United Kingdom	$155M	-$34.2M	1	17.34%	Reduced
12	Franklin Resources San Mateo, California	$141M	+$616K	1	0.08%	Increased
13	Northern Trust Chicago, Illinois	$120M	-$27.2M	7	0.03%	Reduced
14	Geode Capital Management Boston, Massachusetts	$119M	-$5.82M	8	0.03%	Reduced
15	Invesco Atlanta, Georgia	$118M	+$152K	5	0.03%	Increased
16	NSCM New South Capital Management Memphis, Tennessee	$118M	-$218K	1	3.54%	Reduced
17	Putnam Investments Boston, Massachusetts	$118M	-$25.1M	1	0.26%	Reduced
18	HP Hound Partners New York	$112M	+$102M	1	7.15%	New
19	SAM Southeastern Asset Management Memphis, Tennessee	$105M	$0	1	1.83%	Maintained
20	D.E. Shaw & Co New York	$104M	+$15.5M	6	0.13%	Increased
21	Disciplined Growth Investors Minneapolis, Minnesota	$102M	+$6.48M	1	1.89%	Increased
22	Norges Bank Oslo, Norway	$98.2M	-$6.7M	4	0.03%	Reduced
23	Van Berkom & Associates Montreal, Quebec, Canada	$92.5M	+$4.7M	1	2.27%	Increased
24	Bank of New York Mellon New York	$89.8M	-$3.02M	8	0.02%	Reduced
25	Charles Schwab San Francisco, California	$76.1M	-$784K	7	0.04%	Reduced