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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	$2.95B	+$242M	10	0.05%	Increased
2	Vanguard Group Malvern, Pennsylvania	$2.92B	+$135M	9	0.04%	Increased
3	RG Rakuten Group Setagaya-Ku, Tokyo, Japan	$1.52B	$0	1	99.42%	Maintained
4	Dodge & Cox San Francisco, California	$900M	-$72.8M	1	0.49%	Reduced
5	State Street Boston, Massachusetts	$876M	+$55.6M	10	0.03%	Increased
6	Geode Capital Management Boston, Massachusetts	$653M	+$48.2M	11	0.04%	Increased
7	DCP Darsana Capital Partners New York	$573M	-$66.1M	1	13.49%	Reduced
8	Fidelity Investments Boston, Massachusetts	$560M	-$175M	8	0.03%	Reduced
9	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$493M	+$581K	3	1.81%	Increased
10	MFM MHR Fund Management New York	$478M	$0	1	46.81%	Maintained
11	DCP Diameter Capital Partners New York	$455M	+$122M	1	28.07%	Increased
12	UBS Group Zurich, Switzerland	$442M	+$140M	12	0.07%	Increased
13	Alphabet Inc Mountain View, California	$439M	$0	1	18.22%	Maintained
14	RCM Redwood Capital Management New York	$428M	-$106M	1	41.43%	Reduced
15	Morgan Stanley New York	$389M	-$93.3M	11	0.02%	Reduced
16	Goldman Sachs New York	$339M	+$115M	9	0.04%	Increased
17	Icahn Carl Sunny Isles Beach, Florida	$333M	+$197M	1	3.64%	New
18	American Century Companies Kansas City, Missouri	$331M	-$8.95M	5	0.17%	Reduced
19	Charles Schwab San Francisco, California	$322M	+$20.8M	6	0.05%	Increased
20	Apollo Management Holdings New York	$302M	+$179M	1	3.31%	Increased
21	Susquehanna International Group Bala Cynwyd, Pennsylvania	$300M	+$106M	7	0.03%	Increased
22	Northern Trust Chicago, Illinois	$269M	+$483K	9	0.03%	Increased
23	D.E. Shaw & Co New York	$262M	-$83.4M	7	0.15%	Reduced
24	Dimensional Fund Advisors Austin, Texas	$233M	+$38.9M	9	0.05%	Increased
25	GTCR LLC Chicago, Illinois	$200M	$0	1	22.04%	Maintained