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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	$173M	$0	1	8.86%	Maintained
2	Vanguard Group Malvern, Pennsylvania	$103M	+$60.9M	3	0%	Increased
3	BlackRock New York	$74M	-$279K	3	0%	Reduced
4	Cantor Fitzgerald New York	$61.3M	$0	1	1.34%	Maintained
5	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$42.4M	$0	1	0.07%	Maintained
6	Capricorn Investment Group Palo Alto, California	$38.8M	-$535K	1	8.71%	Reduced
7	KL KIM LLC Wichita, Kansas	$28.2M	$0	1	1.31%	Maintained
8	State Street Boston, Massachusetts	$24.9M	+$682K	3	0%	Increased
9	Geode Capital Management Boston, Massachusetts	$19M	+$301K	4	0%	Increased
10	NCGI Next Century Growth Investors Plymouth, Minnesota	$13.3M	+$8.21M	1	1.62%	Increased
11	SoftBank Group Tokyo, Japan	$11.8M	$0	1	0.18%	Maintained
12	Goldman Sachs New York	$10.5M	+$2.99M	3	0%	Increased
13	Northern Trust Chicago, Illinois	$8.93M	-$20.1K	3	0%	Reduced
14	Charles Schwab San Francisco, California	$7.93M	+$431K	3	0%	Increased
15	DMC Deer Management Company Larchmont, New York	$7.86M	$0	1	0.55%	Maintained
16	Citadel Advisors Miami, Florida	$6.97M	+$6.51M	3	0%	Increased
17	BNP Paribas Asset Management Paris, France	$6.18M	$0	1	0.02%	Maintained
18	EPL EDBI Pte Ltd Singapore	$5.79M	$0	1	6.09%	Maintained
19	RTM Rizvi Traverse Management West Palm Beach, Florida	$5.79M	$0	1	11.84%	Maintained
20	Bank of New York Mellon New York	$5.64M	+$139K	3	0%	Increased
21	Putnam Investments Boston, Massachusetts	$4.71M	+$98K	1	0.01%	Increased
22	VOYA Investment Management Atlanta, Georgia	$4.47M	+$4.17M	2	0.01%	Increased
23	JP Jana Partners New York	$4.3M	+$54K	1	0.37%	Increased
24	T. Rowe Price Associates Baltimore, Maryland	$4.22M	+$4.19M	2	0%	Increased
25	LFDLE La Financiere de L'Echiquier Paris, France	$3.84M	-$211K	3	0.24%	Reduced