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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
1	Alphabet Inc Mountain View, California	$1.17B	$0	1	1.18%	Maintained
2	BlackRock New York	$806M	-$191M	6	0.01%	Reduced
3	Vanguard Capital Management Malvern, Pennsylvania	$692M	+$70M	6	0.01%	Increased
4	VanEck Associates New York	$543M	+$184M	5	0.33%	Increased
5	American Century Companies Kansas City, Missouri	$533M	+$318M	2	0.24%	Increased
6	Vanguard Portfolio Management Malvern, Pennsylvania	$431M	+$14.9M	5	0.02%	Increased
7	D.E. Shaw & Co New York	$391M	+$127M	6	0.19%	Increased
8	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$357M	-$103M	2	0.68%	Reduced
9	State Street Boston, Massachusetts	$283M	+$10M	5	0.01%	Increased
10	Fidelity Investments Boston, Massachusetts	$271M	+$26M	6	0.01%	Increased
11	Geode Capital Management Boston, Massachusetts	$268M	+$2.99M	6	0.01%	Increased
12	Driehaus Capital Management Chicago, Illinois	$258M	-$44.2K	3	1.5%	Reduced
13	UBS Group Zurich, Switzerland	$212M	+$62.8M	6	0.03%	Increased
14	Norges Bank Oslo, Norway	$201M	+$209M	3	0.02%	New
15	Bank of Montreal Toronto, Ontario, Canada	$186M	+$123M	2	0.06%	Increased
16	IHG Insight Holdings Group New York	$183M	+$251M	1	13.94%	New
17	SM Senvest Management New York	$181M	-$14M	1	5.3%	Reduced
18	Invesco Atlanta, Georgia	$171M	+$59.2M	6	0.01%	Increased
19	Goldman Sachs New York	$165M	-$83.6M	6	0.01%	Reduced
20	Morgan Stanley New York	$164M	+$81.8M	6	0.01%	Increased
21	Tidal Investments Milwaukee, Wisconsin	$162M	+$178M	5	0.28%	Increased
22	Two Sigma Investments New York	$159M	-$80.6M	6	0.11%	Reduced
23	Capital International Investors Los Angeles, California	$155M	+$49.7M	2	0.03%	Increased
24	T. Rowe Price Associates Baltimore, Maryland	$141M	+$86.9M	6	0.01%	Increased
25	Lord, Abbett & Co Jersey City, New Jersey	$135M	+$49.1M	3	0.39%	Increased