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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	$1.55B	+$71.8M	10	0.05%	Increased
2	Vanguard Group Malvern, Pennsylvania	$1.33B	+$34.9M	10	0.03%	Increased
3	BAMCO Inc New York	$894M	-$4.24M	1	2.68%	Reduced
4	Baupost Group Boston, Massachusetts	$551M	$0	1	9.43%	Maintained
5	Capital International Investors Los Angeles, California	$479M	-$8.25M	1	0.12%	Reduced
6	State Street Boston, Massachusetts	$465M	+$3.88M	10	0.03%	Increased
7	GTCR LLC Chicago, Illinois	$460M	$0	1	22.75%	Maintained
8	Dimensional Fund Advisors Austin, Texas	$333M	+$333M	9	0.11%	New
9	Geode Capital Management Boston, Massachusetts	$251M	+$12.2M	10	0.03%	Increased
10	Invesco Atlanta, Georgia	$167M	-$29.8M	6	0.05%	Reduced
11	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$165M	+$160M	4	1.19%	Increased
12	Northern Trust Chicago, Illinois	$156M	-$1.8M	9	0.03%	Reduced
13	MFM MHR Fund Management New York	$155M	$0	1	20.87%	Maintained
14	SHCM Silver Heights Capital Management Toronto, Ontario, Canada	$151M	-$105K	1	50.01%	Reduced
15	FP FPR Partners San Francisco, California	$150M	-$9.64M	1	7.57%	Reduced
16	Charles Schwab San Francisco, California	$150M	+$1.92M	7	0.05%	Increased
17	Fidelity Investments Boston, Massachusetts	$146M	+$29.8M	8	0.01%	Increased
18	Morgan Stanley New York	$141M	+$9.1M	11	0.02%	Increased
19	ClearBridge Investments New York	$127M	+$3.17M	1	0.12%	Increased
20	Bank of New York Mellon New York	$125M	-$2.96M	8	0.03%	Reduced
21	Norges Bank Oslo, Norway	$100M	-$2.88M	3	0.02%	Reduced
22	Nuveen Charlotte, North Carolina	$100M	-$2.31M	6	0.04%	Reduced
23	Capital World Investors Los Angeles, California	$96.9M	$0	1	0.02%	Maintained
24	ARK Investment Management St. Petersburg, Florida	$96.2M	-$1.93M	4	0.66%	Reduced
25	Disciplined Growth Investors Minneapolis, Minnesota	$95.7M	-$4.1M	1	2.46%	Reduced