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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	$1.06B	+$14.4M	7	0.03%	Increased
2	Vanguard Group Malvern, Pennsylvania	$855M	+$48.9M	8	0.02%	Increased
3	Baupost Group Boston, Massachusetts	$532M	$0	1	4.91%	Maintained
4	BAMCO Inc New York	$507M	-$1.75M	1	1.25%	Reduced
5	Dimensional Fund Advisors Austin, Texas	$315M	-$6.22M	5	0.11%	Reduced
6	ARK Investment Management St. Petersburg, Florida	$276M	+$81.7M	2	0.74%	Increased
7	Capital International Investors Los Angeles, California	$268M	+$13.6M	1	0.07%	Increased
8	State Street Boston, Massachusetts	$245M	+$4.1M	8	0.02%	Increased
9	FP FPR Partners San Francisco, California	$218M	$0	1	6.42%	Maintained
10	Van Berkom & Associates Montreal, Quebec, Canada	$174M	-$671K	1	3.98%	Reduced
11	Capital World Investors Los Angeles, California	$152M	$0	1	0.03%	Maintained
12	Invesco Atlanta, Georgia	$152M	-$661K	5	0.04%	Reduced
13	Geode Capital Management Boston, Massachusetts	$131M	+$6.36M	8	0.02%	Increased
14	GTCR LLC Chicago, Illinois	$122M	+$126M	1	3.05%	New
15	Northern Trust Chicago, Illinois	$120M	-$1.84M	7	0.02%	Reduced
16	Renaissance Technologies New York	$119M	-$23.7M	8	0.13%	Reduced
17	EdgePoint Investment Group Toronto, Ontario, Canada	$108M	-$18.8M	1	0.96%	Reduced
18	SHCM Silver Heights Capital Management Toronto, Ontario, Canada	$96.2M	-$296K	1	36.14%	Reduced
19	MCM Mudrick Capital Management New York	$93.4M	-$25.2M	2	12.79%	Reduced
20	Norges Bank Oslo, Norway	$87.9M	+$622K	4	0.02%	Increased
21	Disciplined Growth Investors Minneapolis, Minnesota	$84M	+$51.6M	1	1.62%	Increased
22	Nikko Asset Management Americas New York	$83.1M	+$7.98M	1	0.47%	Increased
23	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$83.1M	+$7.94M	1	0.05%	Increased
24	Bank of New York Mellon New York	$79.3M	-$439K	7	0.02%	Reduced
25	Nuveen Charlotte, North Carolina	$76.7M	+$31.3M	7	0.03%	Increased