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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
51
Capital World Investors
Capital World Investors
California
$41.5M +$48.2M 1 0.01% New
52
Defiance ETFs
Defiance ETFs
New York
$36.9M +$33.4M 3 0.53% Increased
53
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$36.9M +$12.2M 1 0.06% Increased
54
LBP AM
LBP AM
France
$35.8M +$4.4M 2 0.49% Increased
55
Citadel Advisors
Citadel Advisors
Florida
$35.8M +$6.33M 4 0.01% Increased
56
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$35.8M +$8.03M 2 0.02% Increased
57
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$35.5M +$6.9M 4 0.02% Increased
58
Renaissance Technologies
Renaissance Technologies
New York
$35M +$11M 2 0.05% Increased
59
Jane Street
Jane Street
New York
$34.4M -$23M 5 0% Reduced
60
Jump Financial
Jump Financial
Illinois
$33.8M +$25.7M 4 0.45% Increased
61
Artisan Partners
Artisan Partners
Wisconsin
$32.8M +$38M 1 0.05% New
62
CM
Cercano Management
Washington
$31.3M $0 1 1.35% Maintained
63
Man Group
Man Group
United Kingdom
$27.5M +$26.7M 2 0.05% New
64
PM
Pembroke Management
Quebec, Canada
$24.7M +$28.7M 1 3.57% New
65
William Blair Investment Management
William Blair Investment Management
Illinois
$24.4M +$28.3M 1 0.08% New
66
3C
325 Capital
New York
$23.6M $0 1 8.59% Maintained
67
Barclays
Barclays
United Kingdom
$22.6M -$15.7M 5 0.01% Reduced
68
JP Morgan Chase
JP Morgan Chase
New York
$22.5M +$10.3M 5 0% Increased
69
Daiwa Securities Group
Daiwa Securities Group
Japan
$22M -$102K 1 0.06% Reduced
70
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$21.6M +$25M 1 0.13% New
71
Swiss National Bank
Swiss National Bank
Switzerland
$21.5M +$7.65M 3 0.01% Increased
72
Point72 Asset Management
Point72 Asset Management
Connecticut
$21M +$7.2M 2 0.03% Increased
73
CCPM
Cooper Creek Partners Management
New York
$20.7M +$24M 1 0.71% New
74
National Bank of Canada
National Bank of Canada
Quebec, Canada
$20.6M +$22.8M 5 0.02% Increased
75
Federated Hermes
Federated Hermes
Pennsylvania
$19.7M +$5.23M 3 0.03% Increased