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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
126
Covea Finance
Covea Finance
France
$12.2M -$860K 1 0.38% Reduced
127
Marex Group
Marex Group
$12.1M +$8.29M 2 0.05% Increased
128
Royce & Associates
Royce & Associates
New York
$12.1M +$1.5M 1 0.1% Increased
129
NIP
Nicholas Investment Partners
California
$11.8M +$645K 1 0.66% Increased
130
LG
Lane Generational
Massachusetts
$11.6M -$2.47M 1 10.17% Reduced
131
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$11.5M +$7.66M 1 0.02% Increased
132
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$11.3M -$5.84M 1 0.05% Reduced
133
HSBC Holdings
HSBC Holdings
United Kingdom
$11.2M -$1.56M 2 0% Reduced
134
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$11.1M +$1.1M 4 0.01% Increased
135
Algert Global
Algert Global
California
$11M -$4.57M 2 0.13% Reduced
136
Clear Street
Clear Street
New York
$11M +$6.6M 1 0.03% Increased
137
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$10.9M +$6.31M 4 0.01% Increased
138
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$10.7M +$977K 2 0.2% Increased
139
M
Mirova
France
$10.4M +$690K 1 0.38% Increased
140
TimesSquare Capital Management
TimesSquare Capital Management
New York
$10.4M +$14.2M 1 0.15% New
141
CPIM
Cypress Point Investment Management
California
$10.4M -$4.29M 1 1.88% Reduced
142
Nissay Asset Management
Nissay Asset Management
Japan
$10.3M +$11.5M 1 0.04% New
143
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$10.2M +$9.4M 1 0.02% Increased
144
DMC
Deer Management Company
New York
$10M -$3.25M 1 1.23% Reduced
145
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$9.32M +$2.96M 1 0.11% Increased
146
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$9.32M +$7.88M 1 0.21% Increased
147
CMF
Counterpoint Mutual Funds
California
$9.03M +$9.54M 2 0.89% Increased
148
CIBC World Market
CIBC World Market
Ontario, Canada
$9.03M +$1.41M 2 0.01% Increased
149
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$8.98M +$7.05M 5 0.04% Increased
150
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$8.97M -$23M 1 0.06% Reduced