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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	$1.13B	+$52.7M	10	0.03%	Increased
2	BlackRock New York	$1.13B	+$41.1M	10	0.03%	Increased
3	Baupost Group Boston, Massachusetts	$812M	$0	1	6.59%	Maintained
4	ARK Investment Management St. Petersburg, Florida	$549M	+$125M	2	1.02%	Increased
5	BAMCO Inc New York	$470M	-$33.5M	1	1.08%	Reduced
6	GTCR LLC Chicago, Illinois	$361M	+$221M	1	10.06%	Increased
7	State Street Boston, Massachusetts	$342M	+$47.5M	10	0.02%	Increased
8	Dimensional Fund Advisors Austin, Texas	$305M	-$13.2M	6	0.1%	Reduced
9	Capital International Investors Los Angeles, California	$297M	+$19.6M	1	0.07%	Increased
10	FP FPR Partners San Francisco, California	$291M	$0	1	7.51%	Maintained
11	Geode Capital Management Boston, Massachusetts	$197M	+$19.6M	10	0.03%	Increased
12	Nikko Asset Management Americas New York	$179M	+$68.9M	1	0.7%	Increased
13	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$178M	+$69.6M	1	0.11%	Increased
14	Invesco Atlanta, Georgia	$165M	+$5.84M	7	0.04%	Increased
15	Northern Trust Chicago, Illinois	$150M	+$11.9M	8	0.03%	Increased
16	MCM Mudrick Capital Management New York	$142M	-$60.7M	1	15.64%	Reduced
17	NSCM New South Capital Management Memphis, Tennessee	$126M	+$13.5M	1	3.5%	Increased
18	Nuveen Charlotte, North Carolina	$124M	+$16M	7	0.04%	Increased
19	Disciplined Growth Investors Minneapolis, Minnesota	$119M	+$5.3M	1	2.26%	Increased
20	Morgan Stanley New York	$99.3M	+$10.6M	9	0.01%	Increased
21	Bank of New York Mellon New York	$98.2M	+$5.6M	8	0.02%	Increased
22	Goldman Sachs New York	$97.6M	+$36.9M	8	0.02%	Increased
23	SHCM Silver Heights Capital Management Toronto, Ontario, Canada	$96.4M	+$306K	1	33.59%	Increased
24	Charles Schwab San Francisco, California	$94.3M	+$7.42M	8	0.03%	Increased
25	Van Berkom & Associates Montreal, Quebec, Canada	$89.2M	-$25M	1	2.45%	Reduced