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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	$989M	+$193M	10	0.02%	Increased
2	Vanguard Group Malvern, Pennsylvania	$926M	+$158M	9	0.02%	Increased
3	BAMCO Inc New York	$312M	-$69M	1	0.83%	Reduced
4	State Street Boston, Massachusetts	$297M	+$44.6M	10	0.01%	Increased
5	GTCR LLC Chicago, Illinois	$279M	$0	1	23.66%	Maintained
6	Baupost Group Boston, Massachusetts	$272M	-$24M	1	7.45%	Reduced
7	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$216M	+$4.61M	3	0.23%	Increased
8	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$205M	$0	1	1.78%	Maintained
9	WP Warburg Pincus New York	$203M	$0	1	11.19%	Maintained
10	Dodge & Cox San Francisco, California	$195M	+$190M	1	0.11%	New
11	Geode Capital Management Boston, Massachusetts	$171M	+$22.7M	10	0.02%	Increased
12	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$162M	+$2.49M	4	1.17%	Increased
13	MFM MHR Fund Management New York	$154M	$0	1	14.85%	Maintained
14	Dimensional Fund Advisors Austin, Texas	$136M	-$11.5M	7	0.04%	Reduced
15	Charles Schwab San Francisco, California	$129M	+$48.4M	8	0.03%	Increased
16	D.E. Shaw & Co New York	$92.1M	+$45.6M	5	0.08%	Increased
17	SHCM Silver Heights Capital Management Toronto, Ontario, Canada	$91.1M	+$26.8M	1	35.97%	Increased
18	Northern Trust Chicago, Illinois	$87.6M	+$4.64M	9	0.02%	Increased
19	Van Berkom & Associates Montreal, Quebec, Canada	$87.1M	+$19.3M	1	2.48%	Increased
20	Invesco Atlanta, Georgia	$85.8M	+$2.18M	8	0.02%	Increased
21	Morgan Stanley New York	$84.3M	+$10M	12	0.01%	Increased
22	Fidelity Investments Boston, Massachusetts	$79.5M	+$18.4M	9	0.01%	Increased
23	ARK Investment Management St. Petersburg, Florida	$71.8M	+$13.1M	3	0.5%	Increased
24	Bank of New York Mellon New York	$66.9M	+$3.28M	8	0.01%	Increased
25	RCM Redwood Capital Management New York	$63.7M	+$62.3M	1	8.98%	New