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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	$81.5M	$0	1	3.24%	Maintained
2	Vanguard Group Malvern, Pennsylvania	$63.7M	+$3.12M	3	0%	Increased
3	BlackRock New York	$42.5M	-$911K	3	0%	Reduced
4	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$19.9M	$0	1	0.02%	Maintained
5	Cantor Fitzgerald New York	$19.6M	-$3.26M	1	4.63%	Reduced
6	Capricorn Investment Group Palo Alto, California	$18.2M	$0	1	4.24%	Maintained
7	Geode Capital Management Boston, Massachusetts	$15.4M	+$448K	4	0%	Increased
8	State Street Boston, Massachusetts	$14.1M	+$595K	3	0%	Increased
9	CM Cercano Management Bellevue, Washington	$13.5M	$0	1	0.38%	Maintained
10	DMC Deer Management Company Larchmont, New York	$10.7M	-$163K	1	1.94%	Reduced
11	Northern Trust Chicago, Illinois	$5.95M	-$223K	3	0%	Reduced
12	LG Lane Generational Dover, Massachusetts	$4.9M	-$142K	1	5.79%	Reduced
13	Charles Schwab San Francisco, California	$4.87M	+$26.8K	2	0%	Increased
14	Goldman Sachs New York	$4.82M	+$2.3M	3	0%	Increased
15	LFDLE La Financiere de L'Echiquier Paris, France	$4.6M	+$458K	3	0.2%	Increased
16	SoftBank Group Tokyo, Japan	$4.39M	$0	1	0.02%	Maintained
17	VOYA Investment Management Atlanta, Georgia	$4.27M	-$845K	2	0%	Reduced
18	Franklin Resources San Mateo, California	$4.2M	+$3.72M	1	0%	New
19	Ancora Advisors Cleveland, Ohio	$3.95M	+$2.65M	1	0.09%	Increased
20	AIC AWM Investment Company New York	$3.79M	$0	1	0.5%	Maintained
21	FPM Francisco Partners Management San Francisco, California	$3.7M	$0	1	0.34%	Maintained
22	Frontier Capital Management Boston, Massachusetts	$3.37M	-$36.6K	1	0.03%	Reduced
23	Exchange Traded Concepts Oklahoma City, Oklahoma	$3.35M	+$347K	1	0.09%	Increased
24	ArrowMark Colorado Holdings Denver, Colorado	$3.25M	$0	1	0.04%	Maintained
25	CH CVI Holdings Wilmington, Delaware	$3.13M	+$2.59M	1	2.95%	New