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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	AIC AWM Investment Company New York	$35.5M	-$4.33M	2	3.43%	Reduced
27	Morgan Stanley New York	$31.5M	-$9.06M	4	0%	Reduced
28	Tudor Investment Corp Stamford, Connecticut	$30.7M	+$16.4M	3	0.06%	Increased
29	VOYA Investment Management Atlanta, Georgia	$30.6M	+$21.6M	2	0.03%	Increased
30	Bank of America Charlotte, North Carolina	$29.1M	+$9.57M	4	0%	Increased
31	Barclays London, United Kingdom	$28.2M	-$33.9M	4	0.01%	Reduced
32	Qube Research & Technologies (QRT) London, United Kingdom	$27.8M	-$3.5M	1	0.03%	Reduced
33	T. Rowe Price Associates Baltimore, Maryland	$27.5M	-$8.27M	4	0%	Reduced
34	Cantor Fitzgerald New York	$25M	$0	1	0.38%	Maintained
35	Citadel Advisors Miami, Florida	$23.6M	-$35.3M	3	0%	Reduced
36	CM Cercano Management Bellevue, Washington	$23.3M	$0	1	0.88%	Maintained
37	LBP AM Paris, France	$22.5M	-$224K	2	0.26%	Reduced
38	Neuberger Berman Group New York	$21.6M	+$8.52M	2	0.02%	Increased
39	Arrowstreet Capital Boston, Massachusetts	$21.1M	+$1.13M	1	0.01%	Increased
40	NCGI Next Century Growth Investors Plymouth, Minnesota	$21M	-$10.2M	1	1.46%	Reduced
41	Mitsubishi UFJ Asset Management Tokyo, Japan	$20.7M	+$287K	2	0.01%	Increased
42	UBS Group Zurich, Switzerland	$20.1M	-$9.45M	4	0%	Reduced
43	BNP Paribas Financial Markets Paris, France	$19.7M	+$12.7M	4	0.01%	Increased
44	Jain Global New York	$19.4M	+$14.1M	1	0.09%	New
45	Algert Global San Francisco, California	$18.7M	+$2.46M	1	0.29%	Increased
46	STP Science & Technology Partners New York	$18.7M	+$13.6M	1	5.21%	New
47	CPIM Cypress Point Investment Management Mill Valley, California	$17.8M	+$13M	1	3.83%	New
48	Norges Bank Oslo, Norway	$17.5M	+$12.7M	1	0%	New
49	Alyeska Investment Group Chicago, Illinois	$16.8M	+$19.5M	1	0.05%	New
50	Baird Financial Group Milwaukee, Wisconsin	$16.7M	-$1.54M	1	0.03%	Reduced