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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	Vanguard Group Malvern, Pennsylvania	$1.94B	+$112M	9	0.03%	Increased
2	BlackRock New York	$1.71B	-$60.5M	10	0.03%	Reduced
3	RG Rakuten Group Setagaya-Ku, Tokyo, Japan	$1.45B	$0	1	89.33%	Maintained
4	State Street Boston, Massachusetts	$543M	-$21.7M	10	0.02%	Reduced
5	Fidelity Investments Boston, Massachusetts	$517M	+$14.1M	8	0.03%	Increased
6	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$456M	+$5.59M	4	1.94%	Increased
7	MFM MHR Fund Management New York	$441M	$0	1	48.89%	Maintained
8	Alphabet Inc Mountain View, California	$418M	$0	1	19.57%	Maintained
9	Geode Capital Management Boston, Massachusetts	$404M	-$2.24M	10	0.03%	Reduced
10	Morgan Stanley New York	$386M	+$31.6M	12	0.03%	Increased
11	Dodge & Cox San Francisco, California	$371M	-$213K	1	0.21%	Reduced
12	GTCR LLC Chicago, Illinois	$341M	-$86.5M	1	36.41%	Reduced
13	D.E. Shaw & Co New York	$317M	+$24.5M	6	0.22%	Increased
14	BAMCO Inc New York	$253M	-$23.2M	1	0.69%	Reduced
15	DCP Darsana Capital Partners New York	$248M	+$26.4M	1	7.09%	Increased
16	RCM Redwood Capital Management New York	$220M	+$34.8M	1	39.97%	Increased
17	American Century Companies Kansas City, Missouri	$219M	+$27.7M	5	0.12%	Increased
18	UBS Group Zurich, Switzerland	$192M	-$23.8M	13	0.03%	Reduced
19	Charles Schwab San Francisco, California	$187M	-$3.25M	6	0.03%	Reduced
20	Northern Trust Chicago, Illinois	$179M	-$12.3M	9	0.02%	Reduced
21	BRIM Broad Run Investment Management Arlington, Virginia	$172M	-$2.14M	1	26.36%	Reduced
22	SPC Silver Point Capital Greenwich, Connecticut	$166M	+$106M	1	11.68%	Increased
23	ARK Investment Management St. Petersburg, Florida	$165M	+$13.3M	3	1.21%	Increased
24	Dimensional Fund Advisors Austin, Texas	$164M	+$22.8M	9	0.04%	Increased
25	Janus Henderson Group London,	$161M	-$4.33M	6	0.08%	Reduced