← All themes Space Economy

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	$59.4M	$0	1	3.01%	Maintained
2	BlackRock New York	$43.6M	+$11.4M	3	0%	Increased
3	Vanguard Group Malvern, Pennsylvania	$43.2M	-$5.6M	3	0%	Reduced
4	Geode Capital Management Boston, Massachusetts	$15.2M	+$3.34M	4	0%	Increased
5	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$14.5M	$0	1	0.01%	Maintained
6	Capricorn Investment Group Palo Alto, California	$13.3M	$0	1	3.39%	Maintained
7	State Street Boston, Massachusetts	$12.9M	+$2.17M	3	0%	Increased
8	Cantor Fitzgerald New York	$12M	$0	1	2.36%	Maintained
9	CM Cercano Management Bellevue, Washington	$10.6M	$0	1	0.28%	Maintained
10	DMC Deer Management Company Larchmont, New York	$9.68M	$0	1	1.99%	Maintained
11	LG Lane Generational Dover, Massachusetts	$5.08M	+$617K	1	6.01%	Increased
12	Northern Trust Chicago, Illinois	$4.43M	-$67.9K	3	0%	Reduced
13	NAM NewGen Asset Management Toronto, Ontario, Canada	$4.39M	+$3.36M	1	1.91%	Increased
14	Charles Schwab San Francisco, California	$4.36M	+$718K	3	0%	Increased
15	LFDLE La Financiere de L'Echiquier Paris, France	$3.96M	+$380K	3	0.17%	Increased
16	Goldman Sachs New York	$3.87M	-$46.2K	3	0%	Reduced
17	FPM Francisco Partners Management San Francisco, California	$3.34M	$0	1	0.29%	Maintained
18	Franklin Resources San Mateo, California	$3.23M	+$175K	1	0%	Increased
19	AIC AWM Investment Company New York	$2.98M	$0	1	0.4%	Maintained
20	SoftBank Group Tokyo, Japan	$2.69M	$0	1	0.01%	Maintained
21	ArrowMark Colorado Holdings Denver, Colorado	$2.64M	+$274K	1	0.03%	Increased
22	Frontier Capital Management Boston, Massachusetts	$2.43M	-$23.2K	1	0.02%	Reduced
23	Nuveen Charlotte, North Carolina	$2.28M	+$946K	3	0%	Increased
24	Bank of New York Mellon New York	$2.25M	+$797K	3	0%	Increased
25	VOYA Investment Management Atlanta, Georgia	$2.15M	-$991K	2	0%	Reduced