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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	$1.32B	-$144M	9	0.03%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$1.25B	-$39.8M	9	0.02%	Reduced
3	RG Rakuten Group Setagaya-Ku, Tokyo, Japan	$705M	+$793M	1	84.39%	New
4	State Street Boston, Massachusetts	$426M	-$413K	10	0.02%	Reduced
5	Fidelity Investments Boston, Massachusetts	$368M	+$27.4M	8	0.02%	Increased
6	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$344M	-$5.97M	3	1.48%	Reduced
7	Dodge & Cox San Francisco, California	$343M	-$219K	1	0.2%	Reduced
8	MFM MHR Fund Management New York	$340M	$0	1	40.82%	Maintained
9	Geode Capital Management Boston, Massachusetts	$286M	+$14.1M	10	0.02%	Increased
10	GTCR LLC Chicago, Illinois	$274M	$0	1	30.67%	Maintained
11	BAMCO Inc New York	$253M	-$43.9M	1	0.74%	Reduced
12	Morgan Stanley New York	$228M	+$24.1M	12	0.02%	Increased
13	Alphabet Inc Mountain View, California	$203M	+$229M	1	12.9%	New
14	DCP Darsana Capital Partners New York	$198M	+$20.6M	1	5.77%	Increased
15	American Century Companies Kansas City, Missouri	$163M	+$27.3M	5	0.1%	Increased
16	RCM Redwood Capital Management New York	$163M	-$19M	1	24.29%	Reduced
17	UBS Group Zurich, Switzerland	$162M	+$63.9M	12	0.03%	Increased
18	DCP Diameter Capital Partners New York	$154M	+$27.2M	1	17.97%	Increased
19	Northern Trust Chicago, Illinois	$148M	+$8.52M	9	0.02%	Increased
20	D.E. Shaw & Co New York	$145M	+$7.62M	6	0.13%	Increased
21	Charles Schwab San Francisco, California	$141M	-$15M	6	0.03%	Reduced
22	ARK Investment Management St. Petersburg, Florida	$136M	+$69.4M	2	1.36%	Increased
23	Citadel Advisors Miami, Florida	$115M	+$70.3M	8	0.02%	Increased
24	Dimensional Fund Advisors Austin, Texas	$109M	+$20.6M	8	0.03%	Increased
25	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$106M	+$31.2M	1	0.08%	Increased