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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
1251
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$161K +$120K 3 0% Increased
1252
CA
Crewe Advisors
Utah
$159K +$54.2K 3 0.01% Increased
1253
KFAS
Keating Financial Advisory Services
Kansas
$158K -$16.7K 12 0.02% Reduced
1254
SIA
Strategic Investment Advisors
Michigan
$156K +$21K 1 0.01% Increased
1255
AIP
Arrowpoint Investment Partners
Singapore
$155K +$171K 1 0.03% New
1256
NC
nVerses Capital
Florida
$155K -$937K 1 0.24% Reduced
1257
OGF
Orin Green Financial
California
$155K +$155K 1 0.06% New
1258
Twin Tree Management
Twin Tree Management
Texas
$154K +$147K 1 0% New
1259
CCA
Cruiser Capital Advisors
Connecticut
$154K -$100K 1 0.09% Reduced
1260
Whittier Trust
Whittier Trust
California
$153K +$1.2K 7 0% Increased
1261
IAIM
International Assets Investment Management
Florida
$152K -$16.5K 7 0.01% Reduced
1262
W
WealthCollab
Washington
$152K -$3.75K 9 0.06% Reduced
1263
PWS
Peterson Wealth Services
Utah
$149K +$43K 1 0.03% Increased
1264
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$144K -$419 2 0% Reduced
1265
RF
Rossby Financial
Florida
$139K -$7.73K 8 0.03% Reduced
1266
ADL
Asset Dedication LLC
California
$137K -$8.97K 1 0.01% Reduced
1267
ATC
Adirondack Trust Company
New York
$132K $0 4 0.04% Maintained
1268
CFO
CVA Family Office
Colorado
$128K +$4.56K 11 0.01% Increased
1269
SN
Sittner & Nelson
Oregon
$127K $0 1 0.04% Maintained
1270
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$127K $0 2 0% Maintained
1271
M1FG
Mach-1 Financial Group
Arkansas
$121K +$122K 1 0.05% New
1272
TWD
True Wealth Design
Ohio
$120K +$24.7K 20 0.03% Increased
1273
TFM
TFC Financial Management
Massachusetts
$118K +$57.6K 2 0.01% Increased
1274
CFFP
Center for Financial Planning
Michigan
$117K $0 1 0.01% Maintained
1275
PPC
Park Place Capital
Alabama
$116K +$4.03K 4 0.02% Increased