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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
1201
QL
Quarry LP
New York
$229K +$163K 17 0.02% Increased
1202
LHP
Lexington Hill Partners
Texas
$229K $0 1 0.11% Maintained
1203
MCA
McGuire Capital Advisors
Oklahoma
$229K -$91.9K 4 0.12% Reduced
1204
LOPW
Live Oak Private Wealth
North Carolina
$228K $0 1 0.03% Maintained
1205
Independent Financial Group
Independent Financial Group
California
$227K +$204K 1 0% New
1206
HUB Investment Partners
HUB Investment Partners
Texas
$227K -$54K 1 0% Reduced
1207
SP
SmartHarvest Portfolios
Washington
$226K +$35.4K 2 0.07% Increased
1208
CF
CDC Financial
Illinois
$226K +$227K 1 0.09% New
1209
SW
SVB Wealth
Massachusetts
$220K -$1.95M 1 0.01% Reduced
1210
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$220K +$203K 1 0% New
1211
AlphaCore Capital
AlphaCore Capital
California
$219K +$243K 1 0% New
1212
AIM
Advyzon Investment Management
Illinois
$218K +$233K 1 0.02% New
1213
HPM
Hudson Portfolio Management
New York
$217K +$224K 1 0.16% New
1214
CBB
Citizens Business Bank
California
$217K $0 1 0.03% Maintained
1215
OCAI
O'Connor Alternative Investments
New York
$216K $0 1 0.02% Maintained
1216
TW
Trajan Wealth
Arizona
$216K +$187K 1 0.01% New
1217
Level Four Advisory Services
Level Four Advisory Services
Texas
$216K -$5.78K 1 0.01% Reduced
1218
Sowell Financial Services
Sowell Financial Services
Arkansas
$215K +$198K 1 0.01% New
1219
IFU
iSAM Funds (UK)
United Kingdom
$215K -$365K 1 0.15% Reduced
1220
MGWM
Marks Group Wealth Management
Minnesota
$215K +$198K 1 0.02% New
1221
RWM
Revisor Wealth Management
Ohio
$213K +$206K 1 0.05% New
1222
TFA
Toth Financial Advisory
Virginia
$213K $0 3 0.02% Maintained
1223
GCM
Genus Capital Management
British Columbia, Canada
$211K +$196K 1 0.02% New
1224
MPPLM
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$210K +$194K 1 0.04% New
1225
CCA
Childress Capital Advisors
Texas
$210K +$200K 1 0.03% New