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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	$4.26B	+$275M	10	0.07%	Increased
2	Vanguard Group Malvern, Pennsylvania	$4.13B	+$107M	9	0.06%	Increased
3	RG Rakuten Group Setagaya-Ku, Tokyo, Japan	$2.25B	$0	1	99.7%	Maintained
4	State Street Boston, Massachusetts	$1.26B	+$71M	10	0.04%	Increased
5	Fidelity Investments Boston, Massachusetts	$1.17B	+$319M	8	0.06%	Increased
6	Geode Capital Management Boston, Massachusetts	$951M	+$46.4M	11	0.06%	Increased
7	DCP Darsana Capital Partners New York	$761M	-$40.7M	1	15.16%	Reduced
8	LP Linonia Partnership New York	$665M	+$498M	1	15.05%	New
9	Alphabet Inc Mountain View, California	$650M	$0	1	25.18%	Maintained
10	UBS Group Zurich, Switzerland	$629M	-$111K	12	0.1%	Reduced
11	Goldman Sachs New York	$606M	+$120M	9	0.07%	Increased
12	Morgan Stanley New York	$598M	+$70.2M	11	0.04%	Increased
13	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$573M	+$20.8M	5	1.93%	Increased
14	Sachem Head Capital Management New York	$568M	+$426M	1	13.32%	New
15	MFM MHR Fund Management New York	$525M	$0	1	45.17%	Maintained
16	Charles Schwab San Francisco, California	$420M	-$10.6M	6	0.07%	Reduced
17	DCP Diameter Capital Partners New York	$410M	-$179M	1	37.43%	Reduced
18	VV Vodafone Ventures Newbury, United Kingdom	$397M	+$390M	1	100%	New
19	Norges Bank Oslo, Norway	$384M	+$335M	3	0.04%	New
20	Northern Trust Chicago, Illinois	$370M	+$2.58M	10	0.05%	Increased
21	Icahn Carl Sunny Isles Beach, Florida	$365M	-$81.4M	1	4.32%	Reduced
22	JP Morgan Chase New York	$360M	+$161M	10	0.02%	Increased
23	American Century Companies Kansas City, Missouri	$311M	-$80.1M	5	0.16%	Reduced
24	Dimensional Fund Advisors Austin, Texas	$297M	+$17.8M	9	0.06%	Increased
25	Apollo Management Holdings New York	$268M	-$121M	1	2.19%	Reduced