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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	Tiger Global Management New York	$114M	+$104M	2	0.22%	New
2	DIC Deer IX & Co Larchmont, New York	$82.1M	+$76.6M	1	8.45%	New
3	SIG Senator Investment Group New York	$53.4M	+$53M	2	0.91%	New
4	Millennium Management New York	$35M	-$6.96M	3	0.02%	Reduced
5	MP Marcho Partners London, United Kingdom	$31.3M	+$26.3M	1	1.97%	New
6	FPM Francisco Partners Management San Francisco, California	$30.9M	+$26M	1	0.64%	New
7	Weiss Asset Management Boston, Massachusetts	$26.1M	-$39.4M	2	0.65%	Reduced
8	CPM Crescent Park Management East Palo Alto, California	$19.7M	+$16.6M	1	2.9%	New
9	Citadel Advisors Miami, Florida	$19.3M	-$1.8M	3	0%	Reduced
10	ACA Arena Capital Advisors Los Angeles, California	$16.1M	+$11.8M	1	1.27%	Increased
11	Woodline Partners San Francisco, California	$15.5M	-$9.29M	1	0.25%	Reduced
12	Blackstone Inc New York	$14.6M	+$14.5M	1	0.03%	New
13	Magnetar Financial Evanston, Illinois	$14M	-$8.69M	2	0.14%	Reduced
14	Samlyn Capital New York	$12.5M	+$12.4M	1	0.17%	New
15	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$11.8M	+$9.81M	1	0.74%	Increased
16	Baillie Gifford & Co Edinburgh, United Kingdom	$10.9M	+$9.12M	1	0.01%	New
17	Moore Capital Management New York	$10.4M	+$6.73M	2	0.16%	Increased
18	Bank of America Charlotte, North Carolina	$10.4M	+$10.3M	3	0%	Increased
19	JP Jana Partners New York	$10.3M	+$10.3M	1	0.81%	New
20	PWAM Park West Asset Management San Francisco, California	$9.86M	+$8.85M	2	0.23%	New
21	HSBC Holdings London, United Kingdom	$8.97M	+$3.97M	1	0.01%	Increased
22	Ghisallo Capital Management Boston, Massachusetts	$8.91M	+$2.05M	2	0.34%	Increased
23	Maverick Capital Dallas, Texas	$8.77M	+$7.37M	1	0.09%	New
24	GL Governors Lane New York	$8.42M	-$7.92M	1	0.56%	Reduced
25	Balyasny Asset Management Chicago, Illinois	$7.93M	-$1.98M	1	0.03%	Reduced