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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	$139M	$0	1	8.07%	Maintained
2	Vanguard Group Malvern, Pennsylvania	$85.6M	+$2.16M	3	0%	Increased
3	BlackRock New York	$59M	-$1.42M	3	0%	Reduced
4	Cantor Fitzgerald New York	$40.8M	$0	1	0.88%	Maintained
5	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$33.9M	$0	1	0.06%	Maintained
6	Capricorn Investment Group Palo Alto, California	$31.1M	$0	1	9.55%	Maintained
7	KL KIM LLC Wichita, Kansas	$22.6M	$0	1	1.25%	Maintained
8	State Street Boston, Massachusetts	$19.7M	-$590K	3	0%	Reduced
9	Geode Capital Management Boston, Massachusetts	$16.1M	+$653K	4	0%	Increased
10	CM Cercano Management Bellevue, Washington	$15.3M	+$16.6M	1	0.62%	New
11	NCGI Next Century Growth Investors Plymouth, Minnesota	$10.9M	+$248K	1	1.31%	Increased
12	SoftBank Group Tokyo, Japan	$7.88M	$0	1	0.12%	Maintained
13	Northern Trust Chicago, Illinois	$7.35M	+$80.6K	3	0%	Increased
14	DMC Deer Management Company Larchmont, New York	$6.99M	$0	1	0.64%	Maintained
15	Charles Schwab San Francisco, California	$6.69M	+$223K	3	0%	Increased
16	Bridgewater Associates Westport, Connecticut	$6.52M	+$7.76M	1	0.04%	New
17	Munro Partners Melbourne, Australia	$5.19M	+$6.02M	1	0.3%	Increased
18	Bank of New York Mellon New York	$5.1M	+$30.3K	3	0%	Increased
19	BNP Paribas Asset Management Paris, France	$5.01M	+$66.9K	1	0.02%	Increased
20	EPL EDBI Pte Ltd Singapore	$4.64M	$0	1	5.9%	Maintained
21	RTM Rizvi Traverse Management West Palm Beach, Florida	$4.64M	$0	1	13.62%	Maintained
22	JP Jana Partners New York	$4.44M	+$20.7K	1	0.36%	Increased
23	TA Teramo Advisors Naples, Florida	$4.35M	+$5.18M	1	2.42%	New
24	VOYA Investment Management Atlanta, Georgia	$4.06M	+$573K	2	0%	Increased
25	Putnam Investments Boston, Massachusetts	$3.86M	+$104K	1	0.01%	Increased