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 | -$81.1M | 10 | 0.04% | Reduced |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $1.05B | +$24M | 10 | 0.03% | Increased |
|
| 3 |
BAMCO Inc
New York
| $644M | -$18.5K | 1 | 2.08% | Reduced |
|
| 4 |
Baupost Group
Boston,
Massachusetts
| $492M | $0 | 1 | 8.5% | Maintained |
|
| 5 |
GTCR LLC
Chicago,
Illinois
| $385M | $0 | 1 | 22.71% | Maintained |
|
| 6 |
State Street
Boston,
Massachusetts
| $374M | +$6.43M | 10 | 0.02% | Increased |
|
| 7 |
Capital International Investors
Los Angeles,
California
| $349M | +$33K | 1 | 0.1% | Increased |
|
| 8 |
Dimensional Fund Advisors
Austin,
Texas
| $258M | +$8.08M | 8 | 0.1% | Increased |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $188M | +$3.48M | 10 | 0.03% | Increased |
|
| 10 |
FP
FPR Partners
San Francisco,
California
| $159M | +$4.02M | 1 | 7.34% | Increased |
|
| 11 |
Invesco
Atlanta,
Georgia
| $152M | -$4.55M | 7 | 0.05% | Reduced |
|
| 12 |
MFM
MHR Fund Management
New York
| $141M | $0 | 1 | 26.46% | Maintained |
|
| 13 |
MCM
Mudrick Capital Management
New York
| $138M | $0 | 1 | 36.28% | Maintained |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $125M | -$2.56M | 9 | 0.03% | Reduced |
|
| 15 |
Charles Schwab
San Francisco,
California
| $114M | +$17.9M | 7 | 0.04% | Increased |
|
| 16 |
SHCM
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $110M | -$880K | 1 | 44.16% | Reduced |
|
| 17 |
Goldman Sachs
New York
| $101M | -$11.2M | 9 | 0.03% | Reduced |
|
| 18 |
Bank of New York Mellon
New York
| $98.3M | +$2.29M | 7 | 0.02% | Increased |
|
| 19 |
Morgan Stanley
New York
| $96.2M | +$2.26M | 12 | 0.01% | Increased |
|
| 20 |
Nuveen
Charlotte,
North Carolina
| $89.9M | +$391K | 6 | 0.04% | Increased |
|
| 21 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| $88.8M | -$340K | 1 | 2.47% | Reduced |
|
| 22 |
ClearBridge Investments
New York
| $88M | +$438K | 1 | 0.09% | Increased |
|
| 23 |
Select Equity Group
New York
| $87.6M | -$9.55M | 1 | 0.31% | Reduced |
|
| 24 |
ARK Investment Management
St. Petersburg,
Florida
| $83.1M | -$18.4M | 3 | 0.58% | Reduced |
|
| 25 |
Fidelity Investments
Boston,
Massachusetts
| $81.3M | +$7.93M | 8 | 0.01% | Increased |
|