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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	$195M	$0	1	9.13%	Maintained
2	BlackRock New York	$172M	+$14.9M	4	0%	Increased
3	Vanguard Group Malvern, Pennsylvania	$160M	+$12.6M	4	0%	Increased
4	L7C Liberty 77 Capital Washington, District of Columbia	$72.4M	$0	1	6.52%	Maintained
5	State Street Boston, Massachusetts	$55.8M	-$5.86M	4	0%	Reduced
6	Driehaus Capital Management Chicago, Illinois	$55.2M	+$34.3M	2	0.44%	New
7	Geode Capital Management Boston, Massachusetts	$54.6M	+$4.47M	4	0%	Increased
8	AIC AWM Investment Company New York	$48.7M	+$535K	2	5.46%	Increased
9	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$47.7M	+$83.3K	1	0.04%	Increased
10	Capricorn Investment Group Palo Alto, California	$43.6M	$0	1	7.14%	Maintained
11	Cantor Fitzgerald New York	$41.7M	-$7.03M	1	0.74%	Reduced
12	Morgan Stanley New York	$32.2M	+$2.79M	4	0%	Increased
13	Dimensional Fund Advisors Austin, Texas	$30.7M	+$6.06M	2	0.01%	Increased
14	CM Cercano Management Bellevue, Washington	$25.6M	$0	1	0.73%	Maintained
15	Millennium Management New York	$23.5M	+$1.8M	3	0.01%	Increased
16	3C 325 Capital New York	$22.3M	$0	1	8.81%	Maintained
17	Susquehanna International Group Bala Cynwyd, Pennsylvania	$22.1M	+$7.65M	4	0%	Increased
18	MIG Mithril II GP Austin, Texas	$21.2M	$0	1	72.51%	Maintained
19	Citadel Advisors Miami, Florida	$21M	+$9.57M	3	0%	Increased
20	Jump Financial Chicago, Illinois	$19.7M	+$7.71M	3	0.21%	Increased
21	Goldman Sachs New York	$19.6M	-$1.04M	4	0%	Reduced
22	Northern Trust Chicago, Illinois	$19.5M	+$1.74M	4	0%	Increased
23	Charles Schwab San Francisco, California	$16.9M	+$1.04M	4	0%	Increased
24	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$15M	+$7.12M	1	0.05%	Increased
25	Invesco Atlanta, Georgia	$14.8M	+$4.51M	4	0%	Increased