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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	$5.06B	+$156M	11	0.09%	Increased
2	State Street Boston, Massachusetts	$2.69B	+$1.22B	10	0.09%	Increased
3	Vanguard Capital Management Malvern, Pennsylvania	$2.64B	+$2.74B	11	0.07%	New
4	RG Rakuten Group Setagaya-Ku, Tokyo, Japan	$2.57B	$0	1	99.83%	Maintained
5	Vanguard Portfolio Management Malvern, Pennsylvania	$2.45B	+$2.51B	6	0.13%	New
6	Fidelity Investments Boston, Massachusetts	$1.68B	+$435M	9	0.09%	Increased
7	Geode Capital Management Boston, Massachusetts	$1.28B	+$193M	12	0.08%	Increased
8	Wellington Management Group Boston, Massachusetts	$953M	+$823M	4	0.18%	Increased
9	UBS Group Zurich, Switzerland	$930M	+$231M	12	0.14%	Increased
10	DCP Darsana Capital Partners New York	$819M	$0	1	17.45%	Maintained
11	Alphabet Inc Mountain View, California	$741M	$0	1	18.46%	Maintained
12	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$710M	-$4.86M	6	2.21%	Reduced
13	MFM MHR Fund Management New York	$653M	$0	1	47.72%	Maintained
14	Morgan Stanley New York	$628M	-$78.8M	12	0.04%	Reduced
15	Goldman Sachs New York	$578M	-$91.1M	10	0.07%	Reduced
16	JP Morgan Chase New York	$540M	+$164M	10	0.03%	Increased
17	Invesco Atlanta, Georgia	$524M	+$325M	8	0.05%	Increased
18	Charles Schwab San Francisco, California	$522M	+$32.8M	7	0.08%	Increased
19	American Century Companies Kansas City, Missouri	$502M	+$100M	6	0.26%	Increased
20	VV Vodafone Ventures Newbury, United Kingdom	$453M	$0	1	100%	Maintained
21	Northern Trust Chicago, Illinois	$450M	+$30.3M	10	0.06%	Increased
22	Bank of America Charlotte, North Carolina	$420M	+$177M	11	0.03%	Increased
23	VanEck Associates New York	$410M	+$174M	7	0.31%	Increased
24	ACM Arini Captial Management London, United Kingdom	$404M	+$396M	1	63.75%	New
25	Neuberger Berman Group New York	$389M	+$96.4M	6	0.3%	Increased