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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
101	LPL Financial San Diego, California	$3.07M	+$851K	2	0%	Increased
102	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$3.02M	+$582K	4	0%	Increased
103	New York State Common Retirement Fund Albany, New York	$2.97M	+$487K	4	0%	Increased
104	IEFM IQ EQ Fund Management Dublin 2, Ireland	$2.86M	+$435K	1	0.19%	Increased
105	EIM Essex Investment Management Boston, Massachusetts	$2.76M	+$90.9K	1	0.42%	Increased
106	Beacon Pointe Advisors Newport Beach, California	$2.72M	+$2.63M	1	0.02%	New
107	RIM Ranger Investment Management Dallas, Texas	$2.69M	+$1.6M	1	0.19%	New
108	Wells Fargo San Francisco, California	$2.66M	-$1.74M	4	0%	Reduced
109	Cresset Asset Management Chicago, Illinois	$2.63M	-$2.21K	2	0.01%	Reduced
110	Gotham Asset Management New York	$2.58M	+$1.53M	1	0.01%	New
111	MetLife Investment Management Whippany, New Jersey	$2.46M	+$96.9K	4	0.01%	Increased
112	AV Aspiring Ventures Cincinnati, Ohio	$2.39M	$0	1	0.82%	Maintained
113	PCM Perkins Capital Management Wayzata, Minnesota	$2.39M	-$53.6K	1	2.11%	Reduced
114	Russell Investments Group London, United Kingdom	$2.34M	+$1.42M	4	0%	Increased
115	SCM SVB Capital Management Menlo Park, California	$2.23M	$0	1	7.04%	Maintained
116	IMC Chicago Chicago, Illinois	$2.14M	+$1.53M	2	0%	New
117	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$2.13M	$0	2	0.22%	Maintained
118	Capital Fund Management (CFM) Paris, France	$2.12M	+$1.26M	1	0.01%	New
119	Thompson Siegel & Walmsley Richmond, Virginia	$2.08M	-$1.37M	1	0.03%	Reduced
120	ACA Arena Capital Advisors Los Angeles, California	$2M	$0	1	0.83%	Maintained
121	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$2M	-$369K	1	0.26%	Reduced
122	BNP Paribas Financial Markets Paris, France	$1.95M	+$611K	4	0%	Increased
123	GGHC Gilder Gagnon Howe & Co New York	$1.95M	+$410K	2	0.02%	Increased
124	1WA 180 Wealth Advisors Federal Way, Washington	$1.91M	+$8.59K	1	0.23%	Increased
125	AWA Arete Wealth Advisors Chicago, Illinois	$1.89M	+$3.47K	1	0.12%	Increased