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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	$791M	+$57.2M	7	0.03%	Increased
2	Vanguard Group Malvern, Pennsylvania	$650M	-$51.9M	8	0.02%	Reduced
3	Baupost Group Boston, Massachusetts	$560M	+$96.7M	1	6.05%	Increased
4	BAMCO Inc New York	$331M	-$691K	1	1.02%	Reduced
5	Dimensional Fund Advisors Austin, Texas	$245M	-$1.1M	5	0.1%	Reduced
6	FP FPR Partners San Francisco, California	$230M	+$15.5M	1	7.9%	Increased
7	State Street Boston, Massachusetts	$188M	-$906K	8	0.01%	Reduced
8	Capital International Investors Los Angeles, California	$163M	+$43.9M	1	0.05%	Increased
9	Renaissance Technologies New York	$148M	-$19M	7	0.15%	Reduced
10	EdgePoint Investment Group Toronto, Ontario, Canada	$146M	+$2.3M	1	1.63%	Increased
11	ARK Investment Management St. Petersburg, Florida	$113M	+$32M	2	0.67%	Increased
12	Van Berkom & Associates Montreal, Quebec, Canada	$113M	-$7.12M	1	3.29%	Reduced
13	MCM Mudrick Capital Management New York	$111M	-$1.15M	2	28.82%	Reduced
14	Invesco Atlanta, Georgia	$111M	+$360K	5	0.04%	Increased
15	Geode Capital Management Boston, Massachusetts	$100M	+$2.79M	8	0.02%	Increased
16	Fidelity Investments Boston, Massachusetts	$99.2M	-$31.5M	3	0.01%	Reduced
17	Capital World Investors Los Angeles, California	$99.1M	$0	1	0.02%	Maintained
18	Northern Trust Chicago, Illinois	$91.8M	-$2.67M	7	0.02%	Reduced
19	NSCM New South Capital Management Memphis, Tennessee	$88.1M	+$29.2M	1	3.34%	Increased
20	Norges Bank Oslo, Norway	$78.2M	-$2.26M	4	0.02%	Reduced
21	HP Hound Partners New York	$76.2M	+$12.2M	1	5.16%	Increased
22	SHCM Silver Heights Capital Management Toronto, Ontario, Canada	$62.8M	-$27.2K	1	29.37%	Reduced
23	Bank of New York Mellon New York	$62.8M	+$2.69M	8	0.02%	Increased
24	Morgan Stanley New York	$55.9M	+$3.67M	9	0.01%	Increased
25	Charles Schwab San Francisco, California	$53.7M	-$1.86M	7	0.02%	Reduced