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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
201	ACA Arena Capital Advisors Los Angeles, California	$5.12M	$0	1	2.46%	Maintained
202	Brinker Capital Investments Berwyn, Pennsylvania	$5.04M	+$1.49M	1	0.04%	Increased
203	NCGI Next Century Growth Investors Plymouth, Minnesota	$5.03M	-$4.8M	1	0.27%	Reduced
204	MAM Montanaro Asset Management London, United Kingdom	$5.02M	-$454K	1	1.58%	Reduced
205	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$5M	+$1.87M	1	0.77%	Increased
206	Nomura Holdings Tokyo, Japan	$4.98M	+$5.56M	1	0.01%	New
207	RHJA Rice Hall James & Associates San Diego, California	$4.98M	-$1.45M	1	0.24%	Reduced
208	Polen Capital Management Boca Raton, Florida	$4.94M	-$3.16M	1	0.04%	Reduced
209	Bridgewater Associates Westport, Connecticut	$4.94M	-$5.67M	2	0.02%	Reduced
210	Franklin Resources San Mateo, California	$4.86M	+$767K	4	0%	Increased
211	Y-Intercept (HK) Hong Kong	$4.7M	+$305K	3	0.09%	Increased
212	Balyasny Asset Management Chicago, Illinois	$4.7M	+$2M	4	0.01%	Increased
213	HIM Herald Investment Management London, United Kingdom	$4.69M	-$1.62M	1	0.64%	Reduced
214	AGF Management Toronto, Ontario, Canada	$4.68M	+$2.64M	1	0.02%	Increased
215	SC Shay Capital New York	$4.68M	+$5.85M	1	0.3%	Increased
216	1WA 180 Wealth Advisors Federal Way, Washington	$4.64M	-$250K	1	0.47%	Reduced
217	Calamos Advisors Naperville, Illinois	$4.58M	+$1.15M	3	0.02%	Increased
218	Cambridge Investment Research Advisors Fairfield, Iowa	$4.52M	-$93.1K	2	0.01%	Reduced
219	PC Pier Capital Stamford, Connecticut	$4.39M	+$968K	1	0.58%	Increased
220	NL NWAM LLC Mercer Island, Washington	$4.34M	+$4.84M	1	0.22%	New
221	Quantinno Capital Management New York	$4.31M	-$982K	2	0.01%	Reduced
222	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$4.28M	-$1.76M	1	0.05%	Reduced
223	Mariner Overland Park, Kansas	$4.28M	-$2.09M	2	0%	Reduced
224	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$4.15M	+$5.67M	1	0.15%	New
225	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$4.1M	+$2.94M	2	0.01%	Increased