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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	$1.44B	+$63.4M	9	0.03%	Increased
2	Vanguard Group Malvern, Pennsylvania	$1.24B	+$75.1M	9	0.02%	Increased
3	State Street Boston, Massachusetts	$423M	+$16.9M	10	0.02%	Increased
4	BAMCO Inc New York	$339M	-$1.75M	1	0.9%	Reduced
5	Dodge & Cox San Francisco, California	$334M	-$1.98M	1	0.19%	Reduced
6	Geode Capital Management Boston, Massachusetts	$285M	+$5.56M	10	0.02%	Increased
7	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$252M	+$156K	4	1.36%	Increased
8	MFM MHR Fund Management New York	$238M	$0	1	25.9%	Maintained
9	GTCR LLC Chicago, Illinois	$228M	$0	1	17.77%	Maintained
10	D.E. Shaw & Co New York	$176M	+$70.7M	5	0.15%	Increased
11	Charles Schwab San Francisco, California	$168M	-$1.76M	7	0.03%	Reduced
12	Morgan Stanley New York	$158M	+$17.8M	11	0.01%	Increased
13	RCM Redwood Capital Management New York	$147M	$0	1	22.36%	Maintained
14	Baupost Group Boston, Massachusetts	$146M	-$24.8M	1	4.15%	Reduced
15	Northern Trust Chicago, Illinois	$135M	+$11.2M	9	0.02%	Increased
16	Fidelity Investments Boston, Massachusetts	$123M	+$12.3M	8	0.01%	Increased
17	American Century Companies Kansas City, Missouri	$114M	+$38.6M	6	0.07%	Increased
18	SHCM Silver Heights Capital Management Toronto, Ontario, Canada	$113M	-$256K	1	47.44%	Reduced
19	Dimensional Fund Advisors Austin, Texas	$112M	-$28.1M	8	0.03%	Reduced
20	Van Berkom & Associates Montreal, Quebec, Canada	$108M	+$1.37M	1	2.95%	Increased
21	Millennium Management New York	$104M	+$52.3M	9	0.05%	Increased
22	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$103M	-$56.8M	2	0.1%	Reduced
23	Janus Henderson Group London,	$103M	-$82.9M	6	0.05%	Reduced
24	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$102M	-$45.3M	1	0.87%	Reduced
25	WP Warburg Pincus New York	$100M	-$45.3M	1	5.14%	Reduced