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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	Exchange Traded Concepts Oklahoma City, Oklahoma	$2.75M	+$1.1M	1	0.07%	Increased
27	Susquehanna International Group Bala Cynwyd, Pennsylvania	$2.73M	+$1.04M	3	0%	Increased
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$2.55M	+$2.54M	2	0%	Increased
29	Nuveen Charlotte, North Carolina	$2.49M	+$515K	2	0%	Increased
30	Morgan Stanley New York	$2.48M	+$1.24M	4	0%	Increased
31	Invesco Atlanta, Georgia	$2.39M	+$165K	2	0%	Increased
32	APCM Alaska Permanent Capital Management Anchorage, Alaska	$2.36M	$0	1	0.2%	Maintained
33	Penserra Capital Management Orinda, California	$2.3M	-$178K	2	0.05%	Reduced
34	EIM Essex Investment Management Boston, Massachusetts	$2.28M	+$488K	1	0.32%	Increased
35	BCM Bienville Capital Management New York	$2.03M	+$2.5M	1	0.68%	New
36	MP MSD Partners New York	$1.89M	$0	1	0.17%	Maintained
37	KLC Kent Lake Capital Reno, Nevada	$1.8M	+$2.33M	1	0.83%	New
38	Brandywine Global Investment Management Philadelphia, Pennsylvania	$1.72M	-$9.12K	1	0.01%	Reduced
39	Dimensional Fund Advisors Austin, Texas	$1.62M	+$1.99M	1	0%	New
40	OC Oakmont Corp Los Angeles, California	$1.48M	$0	1	0.19%	Maintained
41	CFM Comprehensive Financial Management Los Gatos, California	$1.43M	$0	1	0.05%	Maintained
42	LG Lane Generational Dover, Massachusetts	$1.39M	+$735K	1	1.99%	Increased
43	JP Morgan Chase New York	$1.35M	+$11.8K	4	0%	Increased
44	Swiss National Bank Zurich, Switzerland	$1.33M	+$247K	1	0%	Increased
45	FPM Francisco Partners Management San Francisco, California	$1.28M	$0	1	0.12%	Maintained
46	PM Penbrook Management New York	$1.28M	+$1.57M	1	0.92%	New
47	Millennium Management New York	$1.25M	+$361K	2	0%	Increased
48	RhumbLine Advisers Boston, Massachusetts	$1.09M	+$135K	3	0%	Increased
49	Conestoga Capital Advisors Wayne, Pennsylvania	$1.07M	+$1.32M	1	0.02%	New
50	Bank of America Charlotte, North Carolina	$967K	-$186K	3	0%	Reduced