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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
1
Orbis Holdings
Orbis Holdings
Bermuda
$1.6B -$12.4M 2 12.2% Reduced
2
Lazard Asset Management
Lazard Asset Management
New York
$1.3B +$50M 4 2.77% Increased
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.08B +$34.6M 16 0.08% Increased
4
Invesco
Invesco
Georgia
$1B +$28.3M 19 0.39% Increased
5
Fidelity International
Fidelity International
Bermuda
$812M +$36.5M 4 2.8% Increased
6
PC
Paulson & Co
New York
$640M $0 1 3.31% Maintained
7
SAM
Southeastern Asset Management
Tennessee
$635M +$31M 1 3.65% Increased
8
Franklin Resources
Franklin Resources
California
$581M +$58M 8 0.26% Increased
9
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$572M +$34.7M 16 0.14% Increased
10
Capital Research Global Investors
Capital Research Global Investors
California
$518M -$153M 3 0.18% Reduced
11
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$510M +$8.39M 16 0.33% Increased
12
State Street
State Street
Massachusetts
$490M +$1.66M 18 0.05% Increased
13
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$469M +$3.63M 18 0.07% Increased
14
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$455M -$6.42M 2 0.91% Reduced
15
Wells Fargo
Wells Fargo
California
$452M +$35.6M 21 0.18% Increased
16
OppenheimerFunds
OppenheimerFunds
New York
$449M +$3.8M 3 0.5% Increased
17
Renaissance Technologies
Renaissance Technologies
New York
$448M +$3.26M 20 1.08% Increased
18
ACG
Anchorage Capital Group
New York
$443M $0 1 9.15% Maintained
19
Comgest Global Investors
Comgest Global Investors
France
$423M +$408M 1 12.9% New
20
Fidelity Investments
Fidelity Investments
Massachusetts
$414M +$44.8M 10 0.05% Increased
21
Wellington Management Group
Wellington Management Group
Massachusetts
$393M +$10.9M 9 0.1% Increased
22
IVA
International Value Advisers
$381M -$1.11M 2 8.68% Reduced
23
Morgan Stanley
Morgan Stanley
New York
$350M +$27.8M 22 0.13% Increased
24
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$327M +$30M 11 0.64% Increased
25
JP Morgan Chase
JP Morgan Chase
New York
$318M -$31.1M 16 0.07% Reduced