← All themes Space Economy

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
Allianz Asset Management
Allianz Asset Management
Germany
$3.34M +$1.1M 1 0% Increased
27
Samlyn Capital
Samlyn Capital
New York
$3.02M +$239K 1 0.06% Increased
28
FPM
Francisco Partners Management
California
$2.86M $0 1 0.24% Maintained
29
Renaissance Technologies
Renaissance Technologies
New York
$2.86M -$1.35M 3 0% Reduced
30
CFM
Comprehensive Financial Management
California
$2.57M $0 1 0.07% Maintained
31
MP
MSD Partners
New York
$2.55M $0 1 0.16% Maintained
32
APCM
Alaska Permanent Capital Management
Alaska
$2.46M +$2.03M 1 0.25% New
33
ACA
Arena Capital Advisors
California
$2.44M -$481K 1 0.62% Reduced
34
Nuveen
Nuveen
North Carolina
$2.35M +$2.87M 2 0% New
35
QI
Qualcomm Inc
California
$2.09M -$35.7K 1 1.7% Reduced
36
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.98M -$6.29M 3 0% Reduced
37
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$1.76M -$1.47M 1 0.05% Reduced
38
Jump Financial
Jump Financial
Illinois
$1.76M +$31K 3 0.08% Increased
39
Ghisallo Capital Management
Ghisallo Capital Management
Massachusetts
$1.73M $0 1 0.21% Maintained
40
E
Ergoteles
New York
$1.71M +$1.61M 2 0.05% New
41
Swiss National Bank
Swiss National Bank
Switzerland
$1.64M +$1.73M 1 0% Increased
42
OC
Oakmont Corp
California
$1.54M $0 1 0.21% Maintained
43
JP Morgan Chase
JP Morgan Chase
New York
$1.52M +$1.64M 2 0% Increased
44
CSCSIM
Clear Sky Carbon Solutions Investment Management
Texas
$1.3M +$1.55M 1 1.16% New
45
MA
MYDA Advisors
New York
$1.26M +$1.2M 2 0.35% New
46
ACM
Altai Capital Management
California
$1.18M -$522K 1 0.83% Reduced
47
Chicago Capital
Chicago Capital
Illinois
$1.17M $0 1 0.06% Maintained
48
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$1.11M $0 1 0.07% Maintained
49
AP
AtonRa Partners
Switzerland
$1.08M +$1.29M 1 0.99% New
50
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$1.01M +$1.24M 2 0% New