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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	$103M	$0	1	5.53%	Maintained
2	Vanguard Group Malvern, Pennsylvania	$69.5M	+$890K	3	0%	Increased
3	BlackRock New York	$61M	+$6.45M	3	0%	Increased
4	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$25.1M	$0	1	0.04%	Maintained
5	Capricorn Investment Group Palo Alto, California	$23M	$0	1	3.25%	Maintained
6	Cantor Fitzgerald New York	$22.8M	$0	1	0.52%	Maintained
7	CM Cercano Management Bellevue, Washington	$22.1M	$0	1	0.77%	Maintained
8	State Street Boston, Massachusetts	$20.1M	+$1.81M	3	0%	Increased
9	Geode Capital Management Boston, Massachusetts	$16.9M	+$2.15M	4	0%	Increased
10	Northern Trust Chicago, Illinois	$7.57M	+$512K	3	0%	Increased
11	Charles Schwab San Francisco, California	$6.34M	+$388K	3	0%	Increased
12	AIC AWM Investment Company New York	$6.18M	$0	1	0.84%	Maintained
13	SoftBank Group Tokyo, Japan	$5.06M	$0	1	0.06%	Maintained
14	Putnam Investments Boston, Massachusetts	$4.8M	+$918K	1	0.01%	Increased
15	Frontier Capital Management Boston, Massachusetts	$4.34M	+$5.35M	1	0.04%	New
16	LFDLE La Financiere de L'Echiquier Paris, France	$4.1M	+$131K	2	0.21%	Increased
17	DMC Deer Management Company Larchmont, New York	$3.75M	$0	1	0.34%	Maintained
18	Bridgewater Associates Westport, Connecticut	$3.58M	-$6.6M	1	0.02%	Reduced
19	EPL EDBI Pte Ltd Singapore	$3.43M	$0	1	2.77%	Maintained
20	TA Teramo Advisors Naples, Florida	$3.41M	+$238K	1	1.49%	Increased
21	RTM Rizvi Traverse Management West Palm Beach, Florida	$3.38M	-$59.5K	1	12.33%	Reduced
22	ArrowMark Colorado Holdings Denver, Colorado	$2.98M	+$595K	1	0.03%	Increased
23	Goldman Sachs New York	$2.82M	+$2.22M	3	0%	Increased
24	Bank of New York Mellon New York	$2.78M	+$252K	3	0%	Increased
25	Samlyn Capital New York	$2.76M	+$4.65K	1	0.05%	Increased