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Earth Observation

Earth observation sells imagery and analysis of the planet to defence, insurance, agriculture, and commodity traders. Value is shifting from the pictures themselves to the models built on top of them.

6 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
26	LA Linden Advisors New York	$1.5M	$0	1	0.02%	Maintained
27	AQR Arbitrage Greenwich, Connecticut	$1.46M	-$4.45M	1	0.06%	Reduced
28	Magnetar Financial Evanston, Illinois	$1.46M	+$598K	1	0.04%	Increased
29	WRBC W.R. Berkley Corp Greenwich, Connecticut	$1.36M	+$1.33M	1	0.18%	New
30	DAM Deltec Asset Management New York	$1M	$0	1	0.21%	Maintained
31	Cowen and Company New York	$980K	+$954K	1	0.16%	New
32	Jefferies Group New York	$955K	+$939	1	0.01%	Increased
33	DCM Dupont Capital Management Wilmington, Delaware	$804K	$0	1	0.02%	Maintained
34	NAM Nexpoint Asset Management Dallas, Texas	$604K	+$588K	1	0.14%	New
35	Capstone Investment Advisors New York	$502K	$0	1	0%	Maintained
36	Stifel Financial St. Louis, Missouri	$502K	$0	1	0%	Maintained
37	NRCM Northern Right Capital Management Darien, Connecticut	$366K	+$356K	1	0.23%	New
38	ExodusPoint Capital Management New York	$281K	+$274K	1	0.01%	New
39	EIP Easterly Investment Partners Beverly, Massachusetts	$191K	+$186K	1	0.01%	New
40	GAMCO Investors Greenwich, Connecticut	$141K	+$39.1K	1	0%	Increased
41	HighTower Advisors Chicago, Illinois	$119K	+$117K	1	0%	New
42	Russell Investments Group London, United Kingdom	$58K	+$56.8K	1	0%	New
43	Tower Research Capital (TRC) New York	$27K	-$8.45K	1	0%	Reduced
44	UBS Group Zurich, Switzerland	$7K	+$6.57K	1	0%	New
45	Morgan Stanley New York	$0	-$6K	0	–	Closed