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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	Vanguard Group Malvern, Pennsylvania	$674M	+$35.7M	8	0.03%	Increased
2	BlackRock New York	$656M	-$22.9M	7	0.03%	Reduced
3	Baupost Group Boston, Massachusetts	$493M	$0	1	7.28%	Maintained
4	BAMCO Inc New York	$290M	+$721K	1	1.42%	Increased
5	Dimensional Fund Advisors Austin, Texas	$248M	-$1.14M	6	0.13%	Reduced
6	FP FPR Partners San Francisco, California	$229M	+$26.4M	1	9.4%	Increased
7	Renaissance Technologies New York	$186M	-$17.7M	7	0.18%	Reduced
8	EdgePoint Investment Group Toronto, Ontario, Canada	$180M	+$1.01M	1	2.56%	Increased
9	State Street Boston, Massachusetts	$177M	+$17.5M	7	0.02%	Increased
10	Fidelity Investments Boston, Massachusetts	$117M	-$33.9M	6	0.02%	Reduced
11	Capital International Investors Los Angeles, California	$107M	+$38M	1	0.04%	Increased
12	HP Hound Partners New York	$106M	-$1.25M	1	9.9%	Reduced
13	Van Berkom & Associates Montreal, Quebec, Canada	$101M	+$4.96M	1	3.63%	Increased
14	Invesco Atlanta, Georgia	$95.5M	-$10.7M	5	0.04%	Reduced
15	Northern Trust Chicago, Illinois	$92.4M	+$1.75M	7	0.03%	Increased
16	Geode Capital Management Boston, Massachusetts	$86.8M	+$7.3M	8	0.02%	Increased
17	Capital World Investors Los Angeles, California	$86.5M	$0	1	0.03%	Maintained
18	SAM Southeastern Asset Management Memphis, Tennessee	$83.7M	+$58.2M	1	1.99%	Increased
19	Select Equity Group New York	$82.6M	+$11.8M	1	0.57%	Increased
20	Norges Bank Oslo, Norway	$78.4M	$0	4	0.03%	Maintained
21	OAMG Odey Asset Management Group London, United Kingdom	$66.1M	+$17.6M	1	10.99%	Increased
22	NSCM New South Capital Management Memphis, Tennessee	$61.7M	-$1.61M	1	2.74%	Reduced
23	Goldman Sachs New York	$61.1M	+$7.02M	8	0.02%	Increased
24	Bank of New York Mellon New York	$56.6M	+$64.1K	8	0.02%	Increased
25	Disciplined Growth Investors Minneapolis, Minnesota	$54.9M	+$7.87M	1	1.25%	Increased