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
| $1.11B | +$108M | 10 | 0.04% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $953M | +$45.6M | 10 | 0.03% | Increased |
|
| 3 |
BAMCO Inc
New York
| $545M | -$5.97K | 1 | 1.75% | Reduced |
|
| 4 |
GTCR LLC
Chicago,
Illinois
| $514M | $0 | 1 | 18.33% | Maintained |
|
| 5 |
Baupost Group
Boston,
Massachusetts
| $499M | $0 | 1 | 7.37% | Maintained |
|
| 6 |
State Street
Boston,
Massachusetts
| $340M | +$28M | 10 | 0.02% | Increased |
|
| 7 |
Capital International Investors
Los Angeles,
California
| $296M | +$5.5M | 1 | 0.08% | Increased |
|
| 8 |
Dimensional Fund Advisors
Austin,
Texas
| $241M | +$32.2M | 8 | 0.09% | Increased |
|
| 9 |
MFM
MHR Fund Management
New York
| $201M | $0 | 1 | 29.39% | Maintained |
|
| 10 |
Geode Capital Management
Boston,
Massachusetts
| $171M | -$1.78M | 10 | 0.03% | Reduced |
|
| 11 |
FP
FPR Partners
San Francisco,
California
| $158M | -$2.09M | 1 | 6.48% | Reduced |
|
| 12 |
Invesco
Atlanta,
Georgia
| $138M | -$21M | 7 | 0.04% | Reduced |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $115M | -$4M | 9 | 0.02% | Reduced |
|
| 14 |
MCM
Mudrick Capital Management
New York
| $107M | -$2.98M | 1 | 26.77% | Reduced |
|
| 15 |
Goldman Sachs
New York
| $99M | +$6.95M | 9 | 0.02% | Increased |
|
| 16 |
SHCM
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $93.7M | +$349K | 1 | 40% | Increased |
|
| 17 |
Morgan Stanley
New York
| $90.9M | +$38.4M | 11 | 0.01% | Increased |
|
| 18 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| $90.3M | +$1.08M | 1 | 2.43% | Increased |
|
| 19 |
Charles Schwab
San Francisco,
California
| $89.8M | -$632K | 8 | 0.03% | Reduced |
|
| 20 |
D.E. Shaw & Co
New York
| $89.8M | -$24.3M | 6 | 0.11% | Reduced |
|
| 21 |
Bank of New York Mellon
New York
| $89M | +$8.15M | 7 | 0.02% | Increased |
|
| 22 |
ARK Investment Management
St. Petersburg,
Florida
| $88.3M | -$5.61M | 3 | 0.52% | Reduced |
|
| 23 |
Fidelity Investments
Boston,
Massachusetts
| $86.7M | -$5.31M | 9 | 0.01% | Reduced |
|
| 24 |
Nuveen
Charlotte,
North Carolina
| $86.2M | +$2.16M | 6 | 0.03% | Increased |
|
| 25 |
Select Equity Group
New York
| $82.4M | +$870K | 1 | 0.26% | Increased |
|