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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	$1.03B	+$12.9M	7	0.04%	Increased
2	Baupost Group Boston, Massachusetts	$1.01B	$0	1	11.1%	Maintained
3	Vanguard Group Malvern, Pennsylvania	$996M	+$3.1M	8	0.03%	Increased
4	FP FPR Partners San Francisco, California	$433M	+$64.7M	1	8.99%	Increased
5	Dimensional Fund Advisors Austin, Texas	$358M	-$1.92M	6	0.13%	Reduced
6	BAMCO Inc New York	$319M	+$14M	1	1.22%	Increased
7	Renaissance Technologies New York	$277M	-$20M	7	0.21%	Reduced
8	State Street Boston, Massachusetts	$253M	+$7.62M	8	0.02%	Increased
9	EdgePoint Investment Group Toronto, Ontario, Canada	$244M	+$2.81M	1	2.23%	Increased
10	Fidelity Investments Boston, Massachusetts	$178M	-$13M	6	0.02%	Reduced
11	Franklin Resources San Mateo, California	$148M	+$10.9M	1	0.08%	Increased
12	HP Hound Partners New York	$145M	+$20.8M	1	10.07%	Increased
13	Invesco Atlanta, Georgia	$131M	-$1.13M	5	0.04%	Reduced
14	Northern Trust Chicago, Illinois	$129M	-$1.01M	7	0.03%	Reduced
15	Geode Capital Management Boston, Massachusetts	$128M	+$2.52M	8	0.03%	Increased
16	NSCM New South Capital Management Memphis, Tennessee	$128M	+$12.8M	1	3.59%	Increased
17	Norges Bank Oslo, Norway	$113M	+$5.63M	4	0.03%	Increased
18	OAMG Odey Asset Management Group London, United Kingdom	$112M	-$37.7M	1	11.17%	Reduced
19	Van Berkom & Associates Montreal, Quebec, Canada	$107M	+$170K	1	2.9%	Increased
20	Disciplined Growth Investors Minneapolis, Minnesota	$102M	+$2.37M	1	1.68%	Increased
21	Putnam Investments Boston, Massachusetts	$98.6M	-$27.7M	2	0.2%	Reduced
22	SAM Southeastern Asset Management Memphis, Tennessee	$96.9M	-$4.79M	1	1.61%	Reduced
23	Capital World Investors Los Angeles, California	$95.5M	+$9.59M	1	0.02%	Increased
24	Bank of New York Mellon New York	$90.6M	-$3.58M	8	0.02%	Reduced
25	D.E. Shaw & Co New York	$89.5M	-$15.2M	6	0.1%	Reduced