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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	Vanguard Group Malvern, Pennsylvania	$1.02B	+$99.2M	10	0.03%	Increased
2	BlackRock New York	$1.02B	+$17.5M	10	0.03%	Increased
3	BAMCO Inc New York	$663M	+$3.05M	1	1.93%	Increased
4	GTCR LLC Chicago, Illinois	$379M	$0	1	22.97%	Maintained
5	Capital International Investors Los Angeles, California	$376M	+$17.2M	2	0.1%	Increased
6	State Street Boston, Massachusetts	$306M	+$5.49M	10	0.02%	Increased
7	Baupost Group Boston, Massachusetts	$299M	-$3.27M	1	5.73%	Reduced
8	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$265M	-$1.8M	3	1.9%	Reduced
9	MFM MHR Fund Management New York	$258M	$0	1	31.62%	Maintained
10	Dimensional Fund Advisors Austin, Texas	$214M	-$17.2M	7	0.07%	Reduced
11	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$214M	+$3.55M	3	0.31%	Increased
12	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$210M	$0	1	2.27%	Maintained
13	WP Warburg Pincus New York	$207M	$0	1	9.71%	Maintained
14	Geode Capital Management Boston, Massachusetts	$178M	+$9.59M	10	0.02%	Increased
15	SHCM Silver Heights Capital Management Toronto, Ontario, Canada	$111M	+$694K	1	44.3%	Increased
16	Northern Trust Chicago, Illinois	$108M	+$12.5M	9	0.02%	Increased
17	Morgan Stanley New York	$108M	+$2.91M	12	0.01%	Increased
18	Invesco Atlanta, Georgia	$106M	-$3.2M	8	0.03%	Reduced
19	Charles Schwab San Francisco, California	$102M	+$2.79M	8	0.03%	Increased
20	ClearBridge Investments New York	$98.7M	+$5.46M	1	0.09%	Increased
21	Van Berkom & Associates Montreal, Quebec, Canada	$93.7M	+$38.9M	1	3.05%	Increased
22	ARK Investment Management St. Petersburg, Florida	$92.6M	+$18.2M	4	0.71%	Increased
23	FP FPR Partners San Francisco, California	$83.2M	+$2.29M	1	4.5%	Increased
24	Bank of New York Mellon New York	$82.2M	-$1.19M	8	0.02%	Reduced
25	Fidelity Investments Boston, Massachusetts	$76.3M	-$17.4M	8	0.01%	Reduced