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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 Hamilton, Bermuda	$1.6B	-$111M	2	12.73%	Reduced
2	Lazard Asset Management New York	$1.42B	+$24.8M	5	3.05%	Increased
3	Vanguard Group Malvern, Pennsylvania	$1.16B	+$96.7M	17	0.08%	Increased
4	Invesco Atlanta, Georgia	$1.04B	-$12.2M	18	0.4%	Reduced
5	Fidelity International Hamilton, Bermuda	$866M	-$17M	4	2.79%	Reduced
6	CCMH Cornerstone Capital Management Holdings New York	$796M	+$780M	5	7.44%	Increased
7	SAM Southeastern Asset Management Memphis, Tennessee	$726M	-$41.8M	1	4.56%	Reduced
8	PC Paulson & Co New York	$726M	$0	1	3.7%	Maintained
9	Franklin Resources San Mateo, California	$668M	+$40.6M	7	0.3%	Increased
10	Capital Research Global Investors Los Angeles, California	$620M	+$81.6M	4	0.21%	Increased
11	BlackRock Fund Advisors San Francisco, California	$573M	+$23.6M	16	0.14%	Increased
12	Fidelity Investments Boston, Massachusetts	$522M	+$104M	10	0.07%	Increased
13	Dimensional Fund Advisors Austin, Texas	$515M	+$33.3M	17	0.33%	Increased
14	ACG Anchorage Capital Group New York	$502M	$0	1	14.01%	Maintained
15	Baillie Gifford & Co Edinburgh, United Kingdom	$494M	-$205K	2	0.93%	Reduced
16	State Street Boston, Massachusetts	$493M	+$5.64M	18	0.05%	Increased
17	BlackRock Institutional Trust San Francisco, California	$486M	+$23.2M	18	0.08%	Increased
18	OppenheimerFunds New York	$480M	-$7.51M	2	0.54%	Reduced
19	Wells Fargo San Francisco, California	$479M	+$27.2M	20	0.19%	Increased
20	Comgest Global Investors Paris, France	$460M	+$11.4M	1	14.35%	Increased
21	Renaissance Technologies New York	$437M	-$16.8M	18	0.93%	Reduced
22	Schroder Investment Management Group London, United Kingdom	$384M	+$8.85M	10	0.75%	Increased
23	Wellington Management Group Boston, Massachusetts	$370M	+$7.57M	9	0.1%	Increased
24	Morgan Stanley New York	$364M	-$13.7M	22	0.13%	Reduced
25	IVA International Value Advisers	$332M	+$32.1M	2	8.36%	Increased