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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	$752M	+$27.8M	7	0.03%	Increased
2	Vanguard Group Malvern, Pennsylvania	$716M	-$347K	8	0.03%	Reduced
3	Baupost Group Boston, Massachusetts	$527M	$0	1	6.58%	Maintained
4	BAMCO Inc New York	$330M	-$93.8K	1	1.19%	Reduced
5	Dimensional Fund Advisors Austin, Texas	$260M	-$4.99M	5	0.11%	Reduced
6	FP FPR Partners San Francisco, California	$241M	-$3.93M	1	8.37%	Reduced
7	State Street Boston, Massachusetts	$193M	+$770K	8	0.01%	Increased
8	Renaissance Technologies New York	$172M	-$3.06M	7	0.15%	Reduced
9	EdgePoint Investment Group Toronto, Ontario, Canada	$162M	+$4.75M	1	1.91%	Increased
10	Fidelity Investments Boston, Massachusetts	$134M	+$13.3M	5	0.01%	Increased
11	Capital International Investors Los Angeles, California	$122M	$0	1	0.04%	Maintained
12	Van Berkom & Associates Montreal, Quebec, Canada	$119M	+$3.48M	1	3.5%	Increased
13	Invesco Atlanta, Georgia	$108M	+$24.7K	5	0.04%	Increased
14	Capital World Investors Los Angeles, California	$98.6M	$0	1	0.02%	Maintained
15	Geode Capital Management Boston, Massachusetts	$98.2M	+$4.82M	8	0.02%	Increased
16	SAM Southeastern Asset Management Memphis, Tennessee	$94.8M	+$5.7M	1	2.37%	Increased
17	Northern Trust Chicago, Illinois	$94.3M	-$7.03M	7	0.02%	Reduced
18	Norges Bank Oslo, Norway	$87.3M	+$7.92M	4	0.03%	Increased
19	ARK Investment Management St. Petersburg, Florida	$83.2M	+$38.3M	1	0.9%	Increased
20	HP Hound Partners New York	$73.3M	-$21.2M	1	6.66%	Reduced
21	NSCM New South Capital Management Memphis, Tennessee	$68.7M	+$2.9M	1	2.44%	Increased
22	Select Equity Group New York	$65.6M	-$26.2M	1	0.38%	Reduced
23	Bank of New York Mellon New York	$62.8M	+$974K	8	0.02%	Increased
24	SHCM Silver Heights Capital Management Toronto, Ontario, Canada	$62.5M	+$3.2M	1	30.41%	Increased
25	MCM Mudrick Capital Management New York	$61.3M	-$1.84M	2	20.74%	Reduced