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
| $1.41B | +$82.1M | 9 | 0.03% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $1.27B | +$116M | 9 | 0.02% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $417M | +$25.1M | 10 | 0.02% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $316M | +$191M | 8 | 0.02% | Increased |
|
| 5 |
BAMCO Inc
New York
| $313M | -$10.4M | 1 | 0.81% | Reduced |
|
| 6 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| $309M | +$1.33M | 4 | 1.3% | Increased |
|
| 7 |
Dodge & Cox
San Francisco,
California
| $307M | -$1.24M | 1 | 0.18% | Reduced |
|
| 8 |
MFM
MHR Fund Management
New York
| $296M | $0 | 1 | 32.78% | Maintained |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $270M | +$3.02M | 10 | 0.02% | Increased |
|
| 10 |
GTCR LLC
Chicago,
Illinois
| $257M | $0 | 1 | 24.69% | Maintained |
|
| 11 |
Morgan Stanley
New York
| $195M | +$58.6M | 12 | 0.01% | Increased |
|
| 12 |
RCM
Redwood Capital Management
New York
| $162M | +$27.7M | 1 | 26.8% | Increased |
|
| 13 |
DCP
Darsana Capital Partners
New York
| $160M | +$96.9M | 1 | 4.88% | Increased |
|
| 14 |
Charles Schwab
San Francisco,
California
| $148M | -$7.02M | 7 | 0.03% | Reduced |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $140M | +$13.4M | 9 | 0.02% | Increased |
|
| 16 |
D.E. Shaw & Co
New York
| $132M | -$24.5M | 6 | 0.1% | Reduced |
|
| 17 |
American Century Companies
Kansas City,
Missouri
| $131M | +$28.5M | 7 | 0.08% | Increased |
|
| 18 |
DCP
Diameter Capital Partners
New York
| $115M | +$102M | 1 | 16.99% | Increased |
|
| 19 |
SHCM
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $108M | -$291K | 1 | 47.95% | Reduced |
|
| 20 |
Baupost Group
Boston,
Massachusetts
| $104M | $0 | 1 | 3.03% | Maintained |
|
| 21 |
UBS Group
Zurich,
Switzerland
| $96.3M | +$81M | 13 | 0.02% | Increased |
|
| 22 |
Dimensional Fund Advisors
Austin,
Texas
| $94.5M | -$12.3M | 8 | 0.02% | Reduced |
|
| 23 |
Invesco
Atlanta,
Georgia
| $93.9M | +$19.5M | 7 | 0.02% | Increased |
|
| 24 |
Van Berkom & Associates
Montreal,
Quebec, Canada
| $92M | -$10.7M | 1 | 2.73% | Reduced |
|
| 25 |
Bank of New York Mellon
New York
| $90.6M | +$18.1M | 6 | 0.02% | Increased |
|