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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	$1.31B	+$69M	11	0.04%	Increased
2	Vanguard Group Malvern, Pennsylvania	$1.15B	+$2.04M	10	0.03%	Increased
3	BAMCO Inc New York	$746M	-$533K	1	2.5%	Reduced
4	Baupost Group Boston, Massachusetts	$516M	$0	1	8.41%	Maintained
5	GTCR LLC Chicago, Illinois	$468M	$0	1	27.23%	Maintained
6	State Street Boston, Massachusetts	$406M	-$10.2M	10	0.02%	Reduced
7	Capital International Investors Los Angeles, California	$405M	+$53.4K	1	0.11%	Increased
8	Geode Capital Management Boston, Massachusetts	$212M	+$6.03M	10	0.03%	Increased
9	Invesco Atlanta, Georgia	$168M	-$5.28M	6	0.05%	Reduced
10	FP FPR Partners San Francisco, California	$150M	-$19.1M	1	7.19%	Reduced
11	Northern Trust Chicago, Illinois	$138M	-$1.48M	9	0.03%	Reduced
12	MFM MHR Fund Management New York	$135M	$0	1	23.08%	Maintained
13	Charles Schwab San Francisco, California	$130M	+$3.84M	7	0.04%	Increased
14	SHCM Silver Heights Capital Management Toronto, Ontario, Canada	$125M	-$2.08M	1	46.56%	Reduced
15	MCM Mudrick Capital Management New York	$115M	$0	1	43.24%	Maintained
16	Morgan Stanley New York	$115M	+$6.65M	10	0.01%	Increased
17	Fidelity Investments Boston, Massachusetts	$112M	+$17.1M	8	0.01%	Increased
18	Bank of New York Mellon New York	$110M	-$160K	7	0.03%	Reduced
19	ClearBridge Investments New York	$103M	+$981K	1	0.1%	Increased
20	Disciplined Growth Investors Minneapolis, Minnesota	$93.4M	+$417K	1	2.39%	Increased
21	Nuveen Charlotte, North Carolina	$92.4M	-$5.73M	6	0.04%	Reduced
22	Norges Bank Oslo, Norway	$88.5M	+$4.59M	3	0.02%	Increased
23	ARK Investment Management St. Petersburg, Florida	$82M	-$13M	3	0.71%	Reduced
24	Capital World Investors Los Angeles, California	$80.4M	$0	1	0.02%	Maintained
25	Van Berkom & Associates Montreal, Quebec, Canada	$77.6M	-$8.66M	1	3.33%	Reduced