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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	VOYA Investment Management Atlanta, Georgia	$83.4M	+$45.4M	3	0.09%	Increased
27	Arrowstreet Capital Boston, Massachusetts	$82.4M	+$54.9M	2	0.04%	Increased
28	AllianceBernstein Nashville, Tennessee	$80.8M	+$97.7M	5	0.03%	Increased
29	Charles Schwab San Francisco, California	$78.8M	+$12.5M	5	0.01%	Increased
30	Lord, Abbett & Co Jersey City, New Jersey	$77.4M	+$63M	2	0.25%	Increased
31	Northern Trust Chicago, Illinois	$77.2M	+$8.03M	4	0.01%	Increased
32	Bank of New York Mellon New York	$76.9M	+$3.93M	4	0.01%	Increased
33	Bank of America Charlotte, North Carolina	$73.6M	+$40.2M	5	0.01%	Increased
34	Morgan Stanley New York	$70.1M	+$27.5M	5	0%	Increased
35	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$68.2M	+$79.3M	4	0.25%	Increased
36	Mackenzie Financial Toronto Ontario, Ontario, Canada	$68M	+$78.7M	1	0.08%	Increased
37	Capital International Investors Los Angeles, California	$66.1M	+$76.7M	1	0.02%	New
38	Millennium Management New York	$63.9M	-$4.08M	5	0.03%	Reduced
39	Cantor Fitzgerald New York	$62.9M	-$5.76M	2	0.93%	Reduced
40	Oppenheimer & Co New York	$59.9M	+$3.86M	2	0.73%	Increased
41	GGHC Gilder Gagnon Howe & Co New York	$59.8M	+$64.4M	2	0.72%	Increased
42	Fuller & Thaler Asset Management San Mateo, California	$51.7M	+$47.3M	1	0.17%	New
43	Penserra Capital Management Orinda, California	$49.5M	+$27.8M	4	0.58%	Increased
44	AIC AWM Investment Company New York	$48.8M	+$112K	2	5.4%	Increased
45	Beutel, Goodman & Co Toronto, Ontario, Canada	$48.8M	+$56.8M	1	0.33%	New
46	Bank of Montreal Toronto, Ontario, Canada	$47.2M	+$54.8M	1	0.02%	New
47	TD Asset Management Toronto, Ontario, Canada	$46.8M	+$54.5M	1	0.04%	New
48	Neuberger Berman Group New York	$46.8M	+$18M	3	0.04%	Increased
49	Westfield Capital Management Boston, Massachusetts	$45.8M	+$41.8M	1	0.19%	New
50	T. Rowe Price Associates Baltimore, Maryland	$44M	+$9.08M	5	0.01%	Increased