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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	$83.1M	$0	1	5.33%	Maintained
2	Vanguard Group Malvern, Pennsylvania	$54.3M	+$18.2K	3	0%	Increased
3	BlackRock New York	$38.8M	-$7.31M	3	0%	Reduced
4	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$20.3M	$0	1	0.03%	Maintained
5	Capricorn Investment Group Palo Alto, California	$18.6M	$0	1	3.63%	Maintained
6	State Street Boston, Massachusetts	$14.9M	-$139K	3	0%	Reduced
7	Cantor Fitzgerald New York	$13.5M	$0	1	0.36%	Maintained
8	Geode Capital Management Boston, Massachusetts	$12.5M	-$27.5K	4	0%	Reduced
9	CM Cercano Management Bellevue, Washington	$11.6M	$0	1	0.41%	Maintained
10	Northern Trust Chicago, Illinois	$5.31M	-$369K	3	0%	Reduced
11	Charles Schwab San Francisco, California	$4.55M	-$138K	2	0%	Reduced
12	DMC Deer Management Company Larchmont, New York	$4.45M	-$5	1	0.54%	Reduced
13	Putnam Investments Boston, Massachusetts	$4M	+$149K	1	0.01%	Increased
14	LFDLE La Financiere de L'Echiquier Paris, France	$3.56M	+$788K	2	0.18%	Increased
15	Frontier Capital Management Boston, Massachusetts	$3.47M	-$42.3K	1	0.04%	Reduced
16	AIC AWM Investment Company New York	$3.26M	$0	1	0.48%	Maintained
17	SoftBank Group Tokyo, Japan	$3.02M	$0	1	0.03%	Maintained
18	Dimensional Fund Advisors Austin, Texas	$2.83M	+$1.86M	2	0%	Increased
19	EPL EDBI Pte Ltd Singapore	$2.77M	$0	1	3%	Maintained
20	TA Teramo Advisors Naples, Florida	$2.76M	$0	1	1.16%	Maintained
21	RTM Rizvi Traverse Management West Palm Beach, Florida	$2.73M	$0	1	3.74%	Maintained
22	GCP GSA Capital Partners London, United Kingdom	$2.49M	+$2.43M	1	0.21%	Increased
23	Exchange Traded Concepts Oklahoma City, Oklahoma	$2.41M	+$241K	1	0.07%	Increased
24	ArrowMark Colorado Holdings Denver, Colorado	$2.41M	$0	1	0.03%	Maintained
25	Deutsche Bank Frankfurt Am Main Ge, Germany	$2.18M	+$168K	2	0%	Increased