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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	$78.9M	$0	1	3.66%	Maintained
2	Vanguard Group Malvern, Pennsylvania	$56.3M	+$1.4M	3	0%	Increased
3	BlackRock New York	$42.5M	+$3.22M	3	0%	Increased
4	Cantor Fitzgerald New York	$23.9M	+$2.56M	1	4.9%	Increased
5	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$19.3M	$0	1	0.02%	Maintained
6	Capricorn Investment Group Palo Alto, California	$17.6M	$0	1	3.31%	Maintained
7	Geode Capital Management Boston, Massachusetts	$14M	+$882K	4	0%	Increased
8	CM Cercano Management Bellevue, Washington	$13.9M	$0	1	0.46%	Maintained
9	State Street Boston, Massachusetts	$13M	-$1.84M	3	0%	Reduced
10	DMC Deer Management Company Larchmont, New York	$7.11M	$0	1	0.92%	Maintained
11	Northern Trust Chicago, Illinois	$5.93M	+$483K	3	0%	Increased
12	VOYA Investment Management Atlanta, Georgia	$5.06M	+$2.95M	2	0.01%	Increased
13	Charles Schwab San Francisco, California	$4.75M	+$205K	2	0%	Increased
14	SoftBank Group Tokyo, Japan	$4.52M	$0	1	0.02%	Maintained
15	LFDLE La Financiere de L'Echiquier Paris, France	$3.95M	+$312K	2	0.18%	Increased
16	AIC AWM Investment Company New York	$3.9M	$0	1	0.51%	Maintained
17	Putnam Investments Boston, Massachusetts	$3.79M	-$9.31K	1	0.01%	Reduced
18	LG Lane Generational Dover, Massachusetts	$3.31M	+$288K	1	4.11%	Increased
19	Frontier Capital Management Boston, Massachusetts	$3.3M	+$3.42K	1	0.03%	Increased
20	Morgan Stanley New York	$3.2M	+$1.42M	4	0%	Increased
21	ArrowMark Colorado Holdings Denver, Colorado	$3.15M	+$821K	1	0.03%	Increased
22	Exchange Traded Concepts Oklahoma City, Oklahoma	$2.86M	+$546K	1	0.08%	Increased
23	TA Teramo Advisors Naples, Florida	$2.72M	+$94.6K	1	1.15%	Increased
24	EPL EDBI Pte Ltd Singapore	$2.63M	$0	1	2.6%	Maintained
25	RTM Rizvi Traverse Management West Palm Beach, Florida	$2.59M	$0	1	4.09%	Maintained