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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	$1.16B	+$50.1M	10	0.03%	Increased
2	Vanguard Group Malvern, Pennsylvania	$1.14B	+$9.09M	10	0.02%	Increased
3	BAMCO Inc New York	$578M	-$21.3M	1	1.54%	Reduced
4	Baupost Group Boston, Massachusetts	$452M	$0	1	9.86%	Maintained
5	State Street Boston, Massachusetts	$372M	+$40M	10	0.02%	Increased
6	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$328M	+$6.28M	2	0.41%	Increased
7	GTCR LLC Chicago, Illinois	$322M	$0	1	19.51%	Maintained
8	Capital International Investors Los Angeles, California	$320M	-$19M	2	0.07%	Reduced
9	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$317M	$0	1	3.15%	Maintained
10	WP Warburg Pincus New York	$313M	$0	1	11.7%	Maintained
11	Geode Capital Management Boston, Massachusetts	$215M	+$18.5M	10	0.02%	Increased
12	Dimensional Fund Advisors Austin, Texas	$211M	-$13.8M	6	0.06%	Reduced
13	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$198M	+$2.75M	4	1.47%	Increased
14	MFM MHR Fund Management New York	$188M	$0	1	20.55%	Maintained
15	Neuberger Berman Group New York	$129M	+$54.6M	3	0.06%	Increased
16	Northern Trust Chicago, Illinois	$122M	+$11.4M	9	0.02%	Increased
17	Invesco Atlanta, Georgia	$120M	+$7.88M	7	0.03%	Increased
18	Charles Schwab San Francisco, California	$118M	+$8.66M	8	0.03%	Increased
19	Van Berkom & Associates Montreal, Quebec, Canada	$113M	+$26.8M	1	3.27%	Increased
20	Morgan Stanley New York	$112M	-$5.04M	12	0.01%	Reduced
21	SHCM Silver Heights Capital Management Toronto, Ontario, Canada	$109M	+$8.49M	1	42.12%	Increased
22	ARK Investment Management St. Petersburg, Florida	$94.6M	+$9.52M	3	0.56%	Increased
23	ClearBridge Investments New York	$93.3M	+$3.85M	1	0.08%	Increased
24	Bank of New York Mellon New York	$92.9M	+$6.55M	8	0.02%	Increased
25	Nuveen Charlotte, North Carolina	$88.1M	+$9.76M	8	0.03%	Increased