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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	$126M	$0	1	6.96%	Maintained
2	Vanguard Group Malvern, Pennsylvania	$78.8M	+$2.4M	3	0%	Increased
3	BlackRock New York	$59.1M	+$7.89M	3	0%	Increased
4	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$30.7M	$0	1	0.05%	Maintained
5	Capricorn Investment Group Palo Alto, California	$28.3M	$0	1	6.1%	Maintained
6	Cantor Fitzgerald New York	$24.7M	$0	1	0.52%	Maintained
7	State Street Boston, Massachusetts	$20.3M	+$3.24M	3	0%	Increased
8	Armistice Capital New York	$16.7M	+$18.8M	1	0.24%	New
9	Geode Capital Management Boston, Massachusetts	$16.1M	+$2.18M	4	0%	Increased
10	CM Cercano Management Bellevue, Washington	$14.9M	$0	1	0.6%	Maintained
11	Bridgewater Associates Westport, Connecticut	$10.9M	+$5.72M	1	0.07%	Increased
12	NCGI Next Century Growth Investors Plymouth, Minnesota	$9.8M	-$32K	1	1.08%	Reduced
13	Northern Trust Chicago, Illinois	$7.67M	+$1.38M	3	0%	Increased
14	Charles Schwab San Francisco, California	$6.46M	+$504K	3	0%	Increased
15	SoftBank Group Tokyo, Japan	$5.48M	$0	1	0.07%	Maintained
16	Putnam Investments Boston, Massachusetts	$4.95M	+$1.67M	1	0.01%	Increased
17	DMC Deer Management Company Larchmont, New York	$4.86M	$0	1	0.44%	Maintained
18	JP Jana Partners New York	$4.32M	$0	1	0.33%	Maintained
19	EPL EDBI Pte Ltd Singapore	$4.19M	$0	1	4.69%	Maintained
20	RTM Rizvi Traverse Management West Palm Beach, Florida	$4.19M	$0	1	12.88%	Maintained
21	LFDLE La Financiere de L'Echiquier Paris, France	$4.17M	+$1.04M	2	0.22%	Increased
22	TA Teramo Advisors Naples, Florida	$3.93M	$0	1	1.7%	Maintained
23	VOYA Investment Management Atlanta, Georgia	$3.6M	-$66.1K	2	0%	Reduced
24	AIC AWM Investment Company New York	$3.09M	+$4.7M	1	0.42%	New
25	ArrowMark Colorado Holdings Denver, Colorado	$3.05M	+$1.16M	1	0.03%	Increased