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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	$1.48B	-$149M	10	0.04%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$1.37B	-$19.1M	10	0.03%	Reduced
3	BAMCO Inc New York	$902M	+$5.2M	1	2.5%	Increased
4	Baupost Group Boston, Massachusetts	$672M	$0	1	11.97%	Maintained
5	GTCR LLC Chicago, Illinois	$540M	$0	1	25.31%	Maintained
6	Capital International Investors Los Angeles, California	$494M	+$11.9M	2	0.12%	Increased
7	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$469M	+$441M	3	0.71%	Increased
8	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$469M	+$442M	1	4.9%	New
9	WP Warburg Pincus New York	$462M	+$436M	1	14.43%	New
10	State Street Boston, Massachusetts	$439M	-$46.4M	10	0.02%	Reduced
11	Dimensional Fund Advisors Austin, Texas	$347M	-$3.56M	8	0.11%	Reduced
12	Geode Capital Management Boston, Massachusetts	$238M	-$20.5M	10	0.03%	Reduced
13	FP FPR Partners San Francisco, California	$183M	-$679K	1	8.84%	Reduced
14	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$180M	-$528K	3	1.23%	Reduced
15	MFM MHR Fund Management New York	$170M	$0	1	23.89%	Maintained
16	Invesco Atlanta, Georgia	$162M	-$9.26M	7	0.04%	Reduced
17	Morgan Stanley New York	$153M	+$7.12M	12	0.01%	Increased
18	SHCM Silver Heights Capital Management Toronto, Ontario, Canada	$151M	-$119K	1	47.52%	Reduced
19	Charles Schwab San Francisco, California	$140M	-$13.9M	8	0.04%	Reduced
20	Northern Trust Chicago, Illinois	$133M	-$26.4M	9	0.03%	Reduced
21	ClearBridge Investments New York	$128M	+$449K	1	0.12%	Increased
22	Fidelity Investments Boston, Massachusetts	$125M	-$33.5M	8	0.01%	Reduced
23	Bank of New York Mellon New York	$121M	-$8.34M	8	0.03%	Reduced
24	Disciplined Growth Investors Minneapolis, Minnesota	$118M	+$761K	1	2.65%	Increased
25	D.E. Shaw & Co New York	$111M	+$27.2M	6	0.11%	Increased