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Future of Education

Education technology delivers teaching, assessment, and credentials online, both to students and to employers retraining their staff. Public funding cycles and employer budgets drive it more than consumer demand does.

77 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1101
SAM
Sagewood Asset Management
New York
$361K -$242K 1 0.08% Reduced
1102
BWA
Basecamp Wealth Advisors
Washington
$361K -$4.86K 9 0.07% Reduced
1103
Geneos Wealth Management
Geneos Wealth Management
Colorado
$358K +$185K 4 0.01% Increased
1104
SCM
SKBA Capital Management
California
$356K -$47.7K 1 0.06% Reduced
1105
RCAG
Rehmann Capital Advisory Group
Michigan
$348K +$13.8K 1 0.02% Increased
1106
SG
StoneX Group
New York
$343K +$341K 4 0.01% Increased
1107
KCP
Kera Capital Partners
California
$342K -$283K 1 0.03% Reduced
1108
Bahl & Gaynor
Bahl & Gaynor
Ohio
$342K $0 1 0% Maintained
1109
LMFP
Larry Mathis Financial Planning
Arizona
$340K +$23K 1 0.26% Increased
1110
PP
PDS Planning
Ohio
$339K +$59.4K 1 0.02% Increased
1111
PCM
Park Capital Management
Wisconsin
$339K +$332K 2 0.2% New
1112
JFA
JNBA Financial Advisors
Minnesota
$339K -$4.26K 2 0.03% Reduced
1113
SC
Shay Capital
New York
$339K -$5.3M 2 0.02% Reduced
1114
Mission Wealth Management
Mission Wealth Management
California
$337K +$13K 1 0% Increased
1115
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$333K $0 1 0.01% Maintained
1116
NWAG
Net Worth Advisory Group
Utah
$332K -$5.4K 1 0.08% Reduced
1117
Mather Group
Mather Group
Illinois
$331K $0 7 0% Maintained
1118
Simplicity Wealth
Simplicity Wealth
New Jersey
$331K +$353K 1 0.01% New
1119
PWP
Principle Wealth Partners
Connecticut
$330K $0 1 0.02% Maintained
1120
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$329K +$313K 1 0% New
1121
HA
Harbor Advisors
Florida
$329K $0 1 0.04% Maintained
1122
OWA
Outlook Wealth Advisors
Texas
$327K $0 1 0.07% Maintained
1123
AGC
Aspen Grove Capital
Colorado
$324K +$85.2K 1 0.05% Increased
1124
Aristeia Capital
Aristeia Capital
Connecticut
$323K +$318K 1 0% New
1125
SH
SLT Holdings
Arizona
$322K +$307K 1 0.2% New