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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	Goldman Sachs New York	$2.1M	-$109K	2	0%	Reduced
27	VOYA Investment Management Atlanta, Georgia	$2.07M	+$2.22M	2	0%	Increased
28	Bank of New York Mellon New York	$2.01M	-$44.5K	2	0%	Reduced
29	Penserra Capital Management Orinda, California	$1.85M	+$262K	2	0.04%	Increased
30	LG Lane Generational Dover, Massachusetts	$1.79M	+$153K	1	2.21%	Increased
31	BCM Bienville Capital Management New York	$1.72M	+$103K	1	0.48%	Increased
32	Nuveen Charlotte, North Carolina	$1.65M	-$98.5K	2	0%	Reduced
33	MP MSD Partners New York	$1.53M	$0	1	0.12%	Maintained
34	Morgan Stanley New York	$1.51M	-$468K	4	0%	Reduced
35	FPM Francisco Partners Management San Francisco, California	$1.51M	-$5	1	0.15%	Reduced
36	Samlyn Capital New York	$1.47M	+$22.6K	1	0.02%	Increased
37	Millennium Management New York	$1.43M	+$71.2K	3	0%	Increased
38	Brandywine Global Investment Management Philadelphia, Pennsylvania	$1.41M	+$33.4K	1	0.01%	Increased
39	APCM Alaska Permanent Capital Management Anchorage, Alaska	$1.24M	$0	1	0.11%	Maintained
40	Cubist Systematic Strategies Stamford, Connecticut	$1.2M	+$1.28M	2	0.01%	Increased
41	EIM Essex Investment Management Boston, Massachusetts	$1.18M	-$32.8K	1	0.19%	Reduced
42	CFM Comprehensive Financial Management Los Gatos, California	$1.16M	$0	1	0.04%	Maintained
43	PM Penbrook Management New York	$1.15M	+$147K	1	0.84%	Increased
44	Bank of America Charlotte, North Carolina	$1.14M	+$575K	3	0%	Increased
45	Swiss National Bank Zurich, Switzerland	$1.09M	+$18.4K	1	0%	Increased
46	LPL Financial San Diego, California	$1.04M	+$1.17M	2	0%	Increased
47	Jacobs Levy Equity Management Florham Park, New Jersey	$1.02M	+$1.08M	1	0.01%	New
48	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.01M	-$1.49M	4	0%	Reduced
49	Jump Financial Chicago, Illinois	$876K	-$61.4K	1	0.03%	Reduced
50	Conestoga Capital Advisors Wayne, Pennsylvania	$865K	$0	1	0.01%	Maintained