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 | -$2.74M | 11 | 0.03% | Reduced |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $1.13B | -$14.1M | 11 | 0.03% | Reduced |
|
| 3 |
Baupost Group
Boston,
Massachusetts
| $795M | $0 | 1 | 8.55% | Maintained |
|
| 4 |
GTCR LLC
Chicago,
Illinois
| $605M | $0 | 1 | 19.16% | Maintained |
|
| 5 |
BAMCO Inc
New York
| $586M | +$42.2M | 1 | 1.44% | Increased |
|
| 6 |
State Street
Boston,
Massachusetts
| $386M | +$25.8M | 11 | 0.02% | Increased |
|
| 7 |
Capital International Investors
Los Angeles,
California
| $311M | +$1.02M | 1 | 0.07% | Increased |
|
| 8 |
MFM
MHR Fund Management
New York
| $298M | $0 | 1 | 29.49% | Maintained |
|
| 9 |
Dimensional Fund Advisors
Austin,
Texas
| $279M | +$13.3M | 8 | 0.09% | Increased |
|
| 10 |
FP
FPR Partners
San Francisco,
California
| $254M | -$1.1M | 1 | 8.23% | Reduced |
|
| 11 |
Geode Capital Management
Boston,
Massachusetts
| $212M | +$4.63M | 11 | 0.03% | Increased |
|
| 12 |
Invesco
Atlanta,
Georgia
| $182M | +$21M | 7 | 0.05% | Increased |
|
| 13 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| $142M | +$2.94M | 1 | 3.09% | Increased |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $142M | -$5.71M | 10 | 0.02% | Reduced |
|
| 15 |
MCM
Mudrick Capital Management
New York
| $131M | +$15.9M | 1 | 19.05% | Increased |
|
| 16 |
D.E. Shaw & Co
New York
| $127M | +$20.2M | 7 | 0.12% | Increased |
|
| 17 |
Charles Schwab
San Francisco,
California
| $112M | +$6.95M | 9 | 0.03% | Increased |
|
| 18 |
Fidelity Investments
Boston,
Massachusetts
| $107M | +$389K | 9 | 0.01% | Increased |
|
| 19 |
Goldman Sachs
New York
| $105M | -$12.9M | 10 | 0.02% | Reduced |
|
| 20 |
ARK Investment Management
St. Petersburg,
Florida
| $104M | -$292M | 3 | 0.43% | Reduced |
|
| 21 |
Nuveen
Charlotte,
North Carolina
| $103M | -$21.6M | 8 | 0.03% | Reduced |
|
| 22 |
Renaissance Technologies
New York
| $101M | +$5.13M | 8 | 0.12% | Increased |
|
| 23 |
Bank of New York Mellon
New York
| $101M | -$482K | 9 | 0.02% | Reduced |
|
| 24 |
Millennium Management
New York
| $100M | +$47.9M | 7 | 0.05% | Increased |
|
| 25 |
SHCM
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $100M | +$2.13M | 1 | 39.3% | Increased |
|