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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	Stifel Financial St. Louis, Missouri	$12.2M	+$1.86M	3	0.01%	Increased
127	Covea Finance Paris, France	$12.2M	-$860K	1	0.38%	Reduced
128	Marex Group London,	$12.1M	+$8.29M	2	0.05%	Increased
129	Royce & Associates New York	$12.1M	+$1.5M	1	0.1%	Increased
130	NIP Nicholas Investment Partners Rancho Santa Fe, California	$11.8M	+$645K	1	0.66%	Increased
131	LG Lane Generational Dover, Massachusetts	$11.6M	-$2.47M	1	10.17%	Reduced
132	Nomura Asset Management International Philadelphia, Pennsylvania	$11.5M	+$7.66M	1	0.02%	Increased
133	Luther King Capital Management (LKCM) Fort Worth, Texas	$11.3M	-$5.84M	1	0.05%	Reduced
134	HSBC Holdings London, United Kingdom	$11.2M	-$1.56M	2	0%	Reduced
135	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$11.1M	+$1.1M	4	0.01%	Increased
136	Algert Global San Francisco, California	$11M	-$4.57M	2	0.13%	Reduced
137	Clear Street New York	$11M	+$6.6M	1	0.03%	Increased
138	New York State Common Retirement Fund Albany, New York	$10.9M	+$6.31M	4	0.01%	Increased
139	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$10.7M	+$977K	2	0.2%	Increased
140	M Mirova Paris, France	$10.4M	+$690K	1	0.38%	Increased
141	TimesSquare Capital Management New York	$10.4M	+$14.2M	1	0.15%	New
142	CPIM Cypress Point Investment Management Mill Valley, California	$10.4M	-$4.29M	1	1.88%	Reduced
143	Nissay Asset Management Tokyo, Japan	$10.3M	+$11.5M	1	0.04%	New
144	State Board of Administration of Florida Retirement System Tallahassee, Florida	$10.2M	+$9.4M	1	0.02%	Increased
145	DMC Deer Management Company Larchmont, New York	$10M	-$3.25M	1	1.23%	Reduced
146	Raiffeisen Bank International Vienna, Austria	$9.32M	+$2.96M	1	0.11%	Increased
147	Hillsdale Investment Management Toronto, Ontario, Canada	$9.32M	+$7.88M	1	0.21%	Increased
148	CMF Counterpoint Mutual Funds San Diego, California	$9.03M	+$9.54M	2	0.89%	Increased
149	CIBC World Market Toronto, Ontario, Canada	$9.03M	+$1.41M	2	0.01%	Increased
150	Exchange Traded Concepts Oklahoma City, Oklahoma	$8.98M	+$7.05M	5	0.04%	Increased