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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	$129M	$0	1	7.51%	Maintained
2	BlackRock New York	$105M	+$10.5M	3	0%	Increased
3	Vanguard Group Malvern, Pennsylvania	$94M	+$5.24M	3	0%	Increased
4	L7C Liberty 77 Capital Washington, District of Columbia	$57M	+$36.5M	1	6.11%	New
5	State Street Boston, Massachusetts	$42.7M	+$12.5M	3	0%	Increased
6	Cantor Fitzgerald New York	$34.6M	$0	1	0.69%	Maintained
7	Geode Capital Management Boston, Massachusetts	$33.2M	+$2.55M	4	0%	Increased
8	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$31.5M	$0	1	0.03%	Maintained
9	Capricorn Investment Group Palo Alto, California	$28.9M	$0	1	5.42%	Maintained
10	AIC AWM Investment Company New York	$28.6M	-$1.37M	1	3.49%	Reduced
11	Nantahala Capital Management New Canaan, Connecticut	$14.9M	-$9.19M	1	0.64%	Reduced
12	CM Cercano Management Bellevue, Washington	$13.4M	$0	1	0.34%	Maintained
13	Northern Trust Chicago, Illinois	$12.8M	+$1.41M	3	0%	Increased
14	DMC Deer Management Company Larchmont, New York	$12.6M	$0	1	0.98%	Maintained
15	Morgan Stanley New York	$12M	+$5.05M	4	0%	Increased
16	MIG Mithril II GP Austin, Texas	$11.1M	+$8.82M	1	69.05%	New
17	Charles Schwab San Francisco, California	$10.1M	+$889K	3	0%	Increased
18	UBS Group Zurich, Switzerland	$9.87M	+$6.82M	4	0%	Increased
19	Dimensional Fund Advisors Austin, Texas	$8.52M	+$3.45M	2	0%	Increased
20	Susquehanna International Group Bala Cynwyd, Pennsylvania	$8.49M	+$2.86M	4	0%	Increased
21	ArrowMark Colorado Holdings Denver, Colorado	$8.4M	+$813K	1	0.11%	Increased
22	Franklin Resources San Mateo, California	$7.62M	+$243K	1	0%	Increased
23	SoftBank Group Tokyo, Japan	$7.36M	$0	1	0.03%	Maintained
24	Goldman Sachs New York	$7.12M	+$522K	3	0%	Increased
25	LG Lane Generational Dover, Massachusetts	$6.32M	+$2.06K	1	6.17%	Increased