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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	Nuveen Charlotte, North Carolina	$174M	+$14.7M	3	0.05%	Increased
2	Alphabet Inc Mountain View, California	$108M	$0	1	6.85%	Maintained
3	BlackRock New York	$82.3M	+$2.72M	3	0%	Increased
4	Vanguard Group Malvern, Pennsylvania	$76.9M	+$6.29M	3	0%	Increased
5	L7C Liberty 77 Capital Washington, District of Columbia	$71.4M	$0	1	6.34%	Maintained
6	Cantor Fitzgerald New York	$41.4M	$0	1	0.86%	Maintained
7	State Street Boston, Massachusetts	$35.2M	+$2.47M	3	0%	Increased
8	Geode Capital Management Boston, Massachusetts	$26.4M	+$1.58M	4	0%	Increased
9	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$26.4M	$0	1	0.03%	Maintained
10	Capricorn Investment Group Palo Alto, California	$24.6M	$0	1	5.31%	Maintained
11	AIC AWM Investment Company New York	$18.6M	-$3.01M	2	2.57%	Reduced
12	3C 325 Capital New York	$15.2M	+$24.8M	1	6.28%	New
13	Morgan Stanley New York	$14.9M	+$7.7M	4	0%	Increased
14	Dimensional Fund Advisors Austin, Texas	$10.9M	+$5.75M	2	0%	Increased
15	Goldman Sachs New York	$10.9M	+$8.11M	3	0%	Increased
16	Alyeska Investment Group Chicago, Illinois	$10.1M	+$16.6M	1	0.04%	New
17	CM Cercano Management Bellevue, Washington	$9.62M	$0	1	0.28%	Maintained
18	Northern Trust Chicago, Illinois	$9.38M	-$497K	3	0%	Reduced
19	SoftBank Group Tokyo, Japan	$9.22M	$0	1	0.03%	Maintained
20	Granahan Investment Management Waltham, Massachusetts	$9.22M	+$13.4M	1	0.46%	Increased
21	Millennium Management New York	$8.44M	+$7.05M	2	0%	Increased
22	Charles Schwab San Francisco, California	$8.05M	+$105K	3	0%	Increased
23	MIG Mithril II GP Austin, Texas	$7.96M	$0	1	53.92%	Maintained
24	UBS Group Zurich, Switzerland	$6.68M	-$1.63M	4	0%	Reduced
25	Franklin Resources San Mateo, California	$6.61M	+$329K	1	0%	Increased