← 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	$985M	+$84.5M	1	24.53%	Increased
2	BlackRock New York	$830M	+$143M	4	0.01%	Increased
3	Vanguard Capital Management Malvern, Pennsylvania	$498M	+$472M	5	0.01%	New
4	Vanguard Portfolio Management Malvern, Pennsylvania	$356M	+$324M	4	0.02%	New
5	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$301M	+$257M	2	0.69%	Increased
6	VanEck Associates New York	$294M	+$72M	3	0.22%	Increased
7	D.E. Shaw & Co New York	$237M	-$38.1M	4	0.14%	Reduced
8	State Street Boston, Massachusetts	$235M	+$24.4M	4	0.01%	Increased
9	Geode Capital Management Boston, Massachusetts	$224M	+$26.1M	5	0.01%	Increased
10	Driehaus Capital Management Chicago, Illinois	$221M	-$15.2M	1	1.63%	Reduced
11	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$219M	-$1.56M	1	0.14%	Reduced
12	Goldman Sachs New York	$202M	+$78M	5	0.02%	Increased
13	American Century Companies Kansas City, Missouri	$197M	+$185M	3	0.1%	Increased
14	Two Sigma Investments New York	$195M	+$60.6M	4	0.16%	Increased
15	Fidelity Investments Boston, Massachusetts	$188M	+$127M	5	0.01%	Increased
16	UBS Group Zurich, Switzerland	$131M	+$95.2M	5	0.02%	Increased
17	Nuveen Charlotte, North Carolina	$129M	+$37.5M	5	0.03%	Increased
18	Capricorn Investment Group Palo Alto, California	$125M	-$45.6M	1	20.79%	Reduced
19	SM Senvest Management New York	$121M	+$140M	1	4%	New
20	Dimensional Fund Advisors Austin, Texas	$113M	-$2.58M	2	0.02%	Reduced
21	L7C Liberty 77 Capital Washington, District of Columbia	$109M	$0	1	7.47%	Maintained
22	Invesco Atlanta, Georgia	$102M	-$837K	5	0.01%	Reduced
23	Royal Bank of Canada Toronto, Ontario, Canada	$99.4M	+$106M	5	0.02%	Increased
24	Vanguard Fiduciary Trust Malvern, Pennsylvania	$92.1M	+$90.3M	5	0.02%	New
25	Guardian Capital (Canada) Toronto, Ontario, Canada	$89.8M	+$105M	1	2.37%	New