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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	1WA 180 Wealth Advisors Federal Way, Washington	$2.92M	+$18.3K	1	0.33%	Increased
127	SEI Investments Oaks, Pennsylvania	$2.92M	+$1.04M	2	0%	Increased
128	HIM Herald Investment Management London, United Kingdom	$2.89M	$0	1	0.38%	Maintained
129	Perigon Wealth Management San Francisco, California	$2.78M	-$2.38K	1	0.05%	Reduced
130	Cresset Asset Management Chicago, Illinois	$2.75M	-$736K	2	0.01%	Reduced
131	ExodusPoint Capital Management New York	$2.74M	-$1.8M	1	0.02%	Reduced
132	EIM Essex Investment Management Boston, Massachusetts	$2.51M	-$64.9K	1	0.38%	Reduced
133	Janus Henderson Group London,	$2.45M	+$284K	2	0%	Increased
134	American Century Companies Kansas City, Missouri	$2.41M	-$3.99M	2	0%	Reduced
135	INTECH Investment Management West Palm Beach, Florida	$2.4M	+$526K	3	0.02%	Increased
136	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$2.4M	-$268K	2	0%	Reduced
137	AWA Arete Wealth Advisors Chicago, Illinois	$2.37M	-$366K	1	0.16%	Reduced
138	Beacon Pointe Advisors Newport Beach, California	$2.27M	-$285K	1	0.02%	Reduced
139	Cambridge Investment Research Advisors Fairfield, Iowa	$2.27M	+$37.8K	1	0.01%	Increased
140	CCS Concentric Capital Strategies Stamford, Connecticut	$2.24M	+$1.63M	1	0.11%	New
141	Polen Capital Management Boca Raton, Florida	$2.2M	+$1.6M	1	0.01%	New
142	IEFM IQ EQ Fund Management Dublin 2, Ireland	$2.18M	-$1.57M	1	0.15%	Reduced
143	Gotham Asset Management New York	$2.1M	-$1.32M	1	0.01%	Reduced
144	TF Trek Financial Scottsdale, Arizona	$2.08M	+$1.51M	1	0.12%	New
145	LCG Lisanti Capital Growth New York	$2.07M	+$1.51M	1	0.49%	New
146	CIAM Caitong International Asset Management Hong Kong	$1.97M	+$1.66M	3	0.48%	Increased
147	SC Shay Capital New York	$1.87M	+$1.1M	2	0.19%	Increased
148	Brinker Capital Investments Berwyn, Pennsylvania	$1.85M	+$1.35M	1	0.01%	New
149	GGHC Gilder Gagnon Howe & Co New York	$1.83M	-$688K	1	0.02%	Reduced
150	Zurich Cantonal Bank Zurich, Switzerland	$1.8M	-$472K	1	0%	Reduced