← 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	VanEck Associates New York	$29.5M	+$7.85M	2	0.03%	Increased
27	Millennium Management New York	$29M	+$2.88M	3	0.01%	Increased
28	Cantor Fitzgerald New York	$28M	+$6.57M	1	0.27%	Increased
29	T. Rowe Price Associates Baltimore, Maryland	$25.9M	+$14.3M	4	0%	Increased
30	CM Cercano Management Bellevue, Washington	$25.1M	$0	1	0.96%	Maintained
31	UBS Group Zurich, Switzerland	$24.3M	+$3.88M	4	0%	Increased
32	Fidelity Investments Boston, Massachusetts	$23.1M	+$11M	4	0%	Increased
33	NCGI Next Century Growth Investors Plymouth, Minnesota	$23.1M	+$13.7M	1	1.68%	New
34	Qube Research & Technologies (QRT) London, United Kingdom	$21.5M	+$2.53M	1	0.02%	Increased
35	DSCM Divisadero Street Capital Management Miami, Florida	$20.9M	+$15.1M	2	0.91%	Increased
36	MIG Mithril II GP Austin, Texas	$20.8M	$0	1	32.19%	Maintained
37	3C 325 Capital New York	$20.6M	$0	1	6.26%	Maintained
38	HRT Financial New York	$19.9M	+$8.57M	3	0.07%	Increased
39	LBP AM Paris, France	$18.6M	+$4.4M	2	0.23%	Increased
40	Bank of New York Mellon New York	$18M	+$7.75M	4	0%	Increased
41	Frontier Capital Management Boston, Massachusetts	$16.9M	-$1.5M	1	0.15%	Reduced
42	PCM Portolan Capital Management Boston, Massachusetts	$16M	+$12.5M	2	0.87%	New
43	Mitsubishi UFJ Asset Management Tokyo, Japan	$14.9M	+$1.17M	1	0.01%	Increased
44	Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany	$13.7M	+$5.69M	1	0.02%	Increased
45	First Trust Advisors Wheaton, Illinois	$13.4M	+$731K	1	0.01%	Increased
46	Arrowstreet Capital Boston, Massachusetts	$12.9M	-$291K	1	0.01%	Reduced
47	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$12.7M	+$4.18M	1	3.02%	Increased
48	Baird Financial Group Milwaukee, Wisconsin	$12.4M	+$3.62M	1	0.02%	Increased
49	Bank of America Charlotte, North Carolina	$12.2M	-$6.21M	4	0%	Reduced
50	JP Morgan Chase New York	$11.9M	+$1.67M	4	0%	Increased