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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	$1.25B	+$126M	11	0.03%	Increased
2	Vanguard Group Malvern, Pennsylvania	$1.11B	-$3.39M	11	0.03%	Reduced
3	Baupost Group Boston, Massachusetts	$726M	$0	1	7.16%	Maintained
4	BAMCO Inc New York	$553M	+$71.5M	1	1.17%	Increased
5	MFM MHR Fund Management New York	$517M	+$565M	1	42.45%	New
6	GTCR LLC Chicago, Illinois	$429M	$0	1	13.09%	Maintained
7	ARK Investment Management St. Petersburg, Florida	$426M	-$68.4M	3	1.29%	Reduced
8	State Street Boston, Massachusetts	$354M	+$11.8M	11	0.02%	Increased
9	Capital International Investors Los Angeles, California	$318M	+$2.09M	1	0.07%	Increased
10	Dimensional Fund Advisors Austin, Texas	$280M	-$962K	8	0.08%	Reduced
11	FP FPR Partners San Francisco, California	$233M	-$31.7M	1	6.74%	Reduced
12	Geode Capital Management Boston, Massachusetts	$201M	+$5.55M	11	0.02%	Increased
13	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$177M	-$11.8M	1	0.11%	Reduced
14	Nikko Asset Management Americas New York	$167M	-$11.9M	1	0.88%	Reduced
15	Invesco Atlanta, Georgia	$165M	-$5.38M	7	0.04%	Reduced
16	Northern Trust Chicago, Illinois	$147M	+$643K	10	0.02%	Increased
17	Disciplined Growth Investors Minneapolis, Minnesota	$127M	-$671K	1	2.56%	Reduced
18	Nuveen Charlotte, North Carolina	$118M	-$1.37M	8	0.03%	Reduced
19	Goldman Sachs New York	$116M	+$8.06M	10	0.02%	Increased
20	Charles Schwab San Francisco, California	$103M	+$3.81M	9	0.03%	Increased
21	Bank of New York Mellon New York	$101M	-$2.43M	9	0.02%	Reduced
22	SHCM Silver Heights Capital Management Toronto, Ontario, Canada	$100M	+$1.56M	1	37.37%	Increased
23	Renaissance Technologies New York	$94.1M	+$12.7M	9	0.12%	Increased
24	NSCM New South Capital Management Memphis, Tennessee	$88.5M	-$11.7M	1	2.93%	Reduced
25	Van Berkom & Associates Montreal, Quebec, Canada	$88.3M	+$4.94M	1	2.61%	Increased