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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	$71.2M	$0	1	3.87%	Maintained
2	BlackRock New York	$52.2M	+$8.31M	3	0%	Increased
3	Vanguard Group Malvern, Pennsylvania	$49.5M	+$5.01M	3	0%	Increased
4	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$17.4M	$0	1	0.02%	Maintained
5	Geode Capital Management Boston, Massachusetts	$17.3M	+$2.05M	4	0%	Increased
6	Capricorn Investment Group Palo Alto, California	$15.9M	$0	1	3.92%	Maintained
7	State Street Boston, Massachusetts	$15.2M	+$2.2M	3	0%	Increased
8	AIC AWM Investment Company New York	$13.3M	+$19.5M	1	1.61%	Increased
9	Cantor Fitzgerald New York	$11.9M	$0	1	0.34%	Maintained
10	Nantahala Capital Management New Canaan, Connecticut	$11.6M	+$19.4M	1	0.59%	New
11	DMC Deer Management Company Larchmont, New York	$8.92M	$0	1	1.42%	Maintained
12	NAM NewGen Asset Management Toronto, Ontario, Canada	$6.49M	+$2.56M	1	3.23%	Increased
13	Northern Trust Chicago, Illinois	$6.34M	+$1.83M	3	0%	Increased
14	CM Cercano Management Bellevue, Washington	$5.9M	$0	1	0.14%	Maintained
15	Charles Schwab San Francisco, California	$5.01M	+$502K	3	0%	Increased
16	LG Lane Generational Dover, Massachusetts	$4.49M	-$200K	1	5.59%	Reduced
17	Kennedy Capital Management St Louis, Missouri	$4.2M	+$7.01M	1	0.09%	New
18	Franklin Resources San Mateo, California	$4.11M	+$159K	1	0%	Increased
19	ArrowMark Colorado Holdings Denver, Colorado	$4.05M	+$888K	1	0.05%	Increased
20	Thompson Siegel & Walmsley Richmond, Virginia	$3.67M	+$6.13M	1	0.05%	New
21	Goldman Sachs New York	$3.61M	-$500K	3	0%	Reduced
22	Alyeska Investment Group Chicago, Illinois	$3.52M	+$5.87M	1	0.02%	New
23	Frontier Capital Management Boston, Massachusetts	$3.46M	+$541K	1	0.03%	Increased
24	LBP AM Paris, France	$3.22M	+$3.43M	3	0.05%	New
25	FPM Francisco Partners Management San Francisco, California	$3.08M	$0	1	0.29%	Maintained