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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	$1.07B	-$154M	8	0.03%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$1.04B	+$1.14M	8	0.03%	Increased
3	Baupost Group Boston, Massachusetts	$783M	$0	1	6.24%	Maintained
4	BAMCO Inc New York	$520M	-$12.6M	1	1.28%	Reduced
5	ARK Investment Management St. Petersburg, Florida	$434M	+$152M	2	0.86%	Increased
6	Dimensional Fund Advisors Austin, Texas	$323M	-$31M	6	0.11%	Reduced
7	State Street Boston, Massachusetts	$288M	+$5.1M	8	0.02%	Increased
8	Capital International Investors Los Angeles, California	$286M	+$4.62M	1	0.07%	Increased
9	FP FPR Partners San Francisco, California	$281M	-$40.7M	1	7.7%	Reduced
10	Geode Capital Management Boston, Massachusetts	$171M	+$16.2M	8	0.03%	Increased
11	MCM Mudrick Capital Management New York	$169M	-$30.2M	2	19.21%	Reduced
12	Invesco Atlanta, Georgia	$162M	-$4.09M	7	0.04%	Reduced
13	Northern Trust Chicago, Illinois	$135M	-$404K	7	0.03%	Reduced
14	GTCR LLC Chicago, Illinois	$122M	$0	1	3.46%	Maintained
15	Van Berkom & Associates Montreal, Quebec, Canada	$119M	-$67.3M	1	2.59%	Reduced
16	Nikko Asset Management Americas New York	$111M	+$25.3M	1	0.54%	Increased
17	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$110M	+$24.3M	1	0.07%	Increased
18	Disciplined Growth Investors Minneapolis, Minnesota	$109M	-$14.5M	1	2.21%	Reduced
19	NSCM New South Capital Management Memphis, Tennessee	$108M	+$857K	1	3.17%	Increased
20	Renaissance Technologies New York	$104M	-$40.4M	5	0.13%	Reduced
21	EdgePoint Investment Group Toronto, Ontario, Canada	$101M	-$20.9M	1	0.8%	Reduced
22	SHCM Silver Heights Capital Management Toronto, Ontario, Canada	$99.1M	-$1.95M	1	34.93%	Reduced
23	Nuveen Charlotte, North Carolina	$95.3M	-$654K	6	0.03%	Reduced
24	Bank of New York Mellon New York	$92.1M	-$1.53M	7	0.02%	Reduced
25	Norges Bank Oslo, Norway	$90.4M	-$15.9M	4	0.02%	Reduced