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
| $1.22B | +$39.9M | 10 | 0.03% | Increased |
|
| 2 |
BlackRock
New York
| $1.21B | +$31.7M | 10 | 0.03% | Increased |
|
| 3 |
Baupost Group
Boston,
Massachusetts
| $897M | $0 | 1 | 8.24% | Maintained |
|
| 4 |
GTCR LLC
Chicago,
Illinois
| $549M | $0 | 1 | 13.93% | Maintained |
|
| 5 |
ARK Investment Management
St. Petersburg,
Florida
| $481M | -$69.7M | 2 | 1.15% | Reduced |
|
| 6 |
BAMCO Inc
New York
| $464M | -$4.86M | 1 | 1.05% | Reduced |
|
| 7 |
State Street
Boston,
Massachusetts
| $372M | +$14.9M | 10 | 0.02% | Increased |
|
| 8 |
FP
FPR Partners
San Francisco,
California
| $322M | $0 | 1 | 8.54% | Maintained |
|
| 9 |
Capital International Investors
Los Angeles,
California
| $305M | +$8.9M | 1 | 0.07% | Increased |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| $297M | -$18.1M | 6 | 0.1% | Reduced |
|
| 11 |
Geode Capital Management
Boston,
Massachusetts
| $213M | +$7.25M | 10 | 0.03% | Increased |
|
| 12 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $182M | +$4.62M | 1 | 0.11% | Increased |
|
| 13 |
Nikko Asset Management Americas
New York
| $178M | +$4.51M | 1 | 0.77% | Increased |
|
| 14 |
Invesco
Atlanta,
Georgia
| $170M | +$1.75M | 7 | 0.04% | Increased |
|
| 15 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| $158M | +$25.1M | 1 | 3.13% | Increased |
|
| 16 |
Northern Trust
Chicago,
Illinois
| $155M | -$125K | 9 | 0.03% | Reduced |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $143M | +$6.75M | 7 | 0.04% | Increased |
|
| 18 |
NSCM
New South Capital Management
Memphis,
Tennessee
| $122M | -$15.8M | 1 | 4.23% | Reduced |
|
| 19 |
MCM
Mudrick Capital Management
New York
| $116M | -$17.4M | 1 | 17.28% | Reduced |
|
| 20 |
Fidelity Investments
Boston,
Massachusetts
| $112M | +$4.88M | 8 | 0.01% | Increased |
|
| 21 |
Bank of New York Mellon
New York
| $111M | +$8.26M | 8 | 0.02% | Increased |
|
| 22 |
Goldman Sachs
New York
| $111M | +$12.6M | 8 | 0.02% | Increased |
|
| 23 |
Charles Schwab
San Francisco,
California
| $107M | +$7.61M | 8 | 0.04% | Increased |
|
| 24 |
Morgan Stanley
New York
| $105M | +$1.42M | 10 | 0.01% | Increased |
|
| 25 |
D.E. Shaw & Co
New York
| $101M | +$7.66M | 5 | 0.09% | Increased |
|