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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	IV Industry Ventures San Francisco, California	$4.13M	+$6.28M	2	1.79%	New
27	Putnam Investments Boston, Massachusetts	$3.78M	+$5.82M	1	0.01%	New
28	AGM Alpine Global Management New York	$3.76M	+$5.55M	2	0.55%	Increased
29	Ghisallo Capital Management Boston, Massachusetts	$3.69M	-$2.92M	1	0.18%	Reduced
30	BNP Paribas Asset Management Paris, France	$3.68M	$0	1	0.01%	Maintained
31	CFM Comprehensive Financial Management Los Gatos, California	$3.65M	+$5.63M	1	0.05%	New
32	PT Palantir Technologies Aventura, Florida	$3.59M	+$6.83M	1	1.63%	New
33	Bank of New York Mellon New York	$3.4M	+$6.47M	1	0%	New
34	Exchange Traded Concepts Oklahoma City, Oklahoma	$3.14M	+$4.83M	1	0.06%	New
35	OMS Obvious Management Services San Francisco, California	$3.07M	+$4.73M	1	2.61%	New
36	Baillie Gifford & Co Edinburgh, United Kingdom	$2.93M	$0	1	0%	Maintained
37	Weiss Asset Management Boston, Massachusetts	$2.92M	-$20.5M	1	0.06%	Reduced
38	LFDLE La Financiere de L'Echiquier Paris, France	$2.85M	+$1.1M	3	0.1%	Increased
39	Citadel Advisors Miami, Florida	$2.44M	-$10.5M	3	0%	Reduced
40	EMCIP Ewing Morris & Co Investment Partners Toronto, Ontario, Canada	$2.43M	+$2.87M	1	1.66%	New
41	Balyasny Asset Management Chicago, Illinois	$2.37M	-$3.93M	2	0.01%	Reduced
42	Group One Trading Chicago, Illinois	$2.36M	+$3.88M	3	0%	New
43	Woodline Partners San Francisco, California	$2.36M	-$11.2M	1	0.03%	Reduced
44	ACM Altai Capital Management West Hollywood, California	$2.25M	$0	1	0.99%	Maintained
45	Penserra Capital Management Orinda, California	$2.19M	+$3.38M	3	0.05%	Increased
46	Two Sigma Investments New York	$2.14M	+$3.44M	2	0%	New
47	UBS Group Zurich, Switzerland	$1.94M	+$2.58M	3	0%	Increased
48	SG StepStone Group La Jolla, California	$1.58M	+$2.44M	1	0.09%	New
49	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$1.58M	+$2.43M	1	0.1%	New
50	HSBC Holdings London, United Kingdom	$1.51M	-$6.2M	1	0%	Reduced