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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	$162M	$0	1	5.27%	Maintained
2	Cantor Fitzgerald New York	$109M	+$91M	1	8.24%	New
3	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$39.6M	$0	1	0.05%	Maintained
4	Capricorn Investment Group Palo Alto, California	$36.8M	$0	1	4.31%	Maintained
5	SCC Spring Creek Capital Wichita, Kansas	$26.4M	$0	1	1.04%	Maintained
6	BlackRock New York	$25.7M	+$25.7M	3	0%	Increased
7	Vanguard Group Malvern, Pennsylvania	$24.8M	+$19.3M	3	0%	Increased
8	SoftBank Group Tokyo, Japan	$20.6M	+$17.2M	1	0.21%	New
9	DCI Data Collective II Palo Alto, California	$18.9M	$0	1	68.79%	Maintained
10	DMC Deer Management Company Larchmont, New York	$15.3M	$0	1	0.53%	Maintained
11	Millennium Management New York	$12.3M	+$3.11M	3	0.01%	Increased
12	Geode Capital Management Boston, Massachusetts	$11.2M	+$8.99M	4	0%	Increased
13	Susquehanna International Group Bala Cynwyd, Pennsylvania	$8.98M	+$5.02M	3	0%	Increased
14	Alyeska Investment Group Chicago, Illinois	$6.42M	+$6.87M	1	0.07%	New
15	EPL EDBI Pte Ltd Singapore	$5.41M	$0	1	3.61%	Maintained
16	RTM Rizvi Traverse Management West Palm Beach, Florida	$5.41M	$0	1	3.72%	Maintained
17	JP Jana Partners New York	$5.37M	$0	1	0.35%	Maintained
18	Charles Schwab San Francisco, California	$5.27M	+$5.07M	3	0%	Increased
19	Renaissance Technologies New York	$5.23M	+$6.26M	3	0.01%	Increased
20	FPM Francisco Partners Management San Francisco, California	$5.18M	$0	1	0.21%	Maintained
21	Goldman Sachs New York	$5.11M	-$63.2K	2	0%	Reduced
22	TAM Telemark Asset Management Boston, Massachusetts	$5.08M	+$5.51M	1	0.45%	New
23	State Street Boston, Massachusetts	$4.28M	+$4.54M	3	0%	Increased
24	SG StepStone Group La Jolla, California	$4.23M	+$3.17M	1	0.32%	Increased
25	KC Kepos Capital New York	$4.04M	+$3.36M	1	0.3%	New