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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	$1.76B	-$375M	2	13.36%	Reduced
2	Invesco Atlanta, Georgia	$1.41B	+$106M	20	0.55%	Increased
3	Lazard Asset Management New York	$1.28B	-$510M	5	2.69%	Reduced
4	CCMH Cornerstone Capital Management Holdings New York	$1.27B	+$170M	3	11.29%	Increased
5	Vanguard Group Malvern, Pennsylvania	$1.19B	+$67.9M	17	0.08%	Increased
6	Fidelity International Hamilton, Bermuda	$1.04B	-$7.73M	3	3.33%	Reduced
7	Fidelity Investments Boston, Massachusetts	$779M	+$215M	12	0.1%	Increased
8	SAM Southeastern Asset Management Memphis, Tennessee	$727M	-$16.2M	1	4.87%	Reduced
9	Franklin Resources San Mateo, California	$675M	+$6.47M	7	0.31%	Increased
10	BlackRock Fund Advisors San Francisco, California	$617M	+$66.2M	15	0.15%	Increased
11	Renaissance Technologies New York	$557M	+$30M	18	1.27%	Increased
12	State Street Boston, Massachusetts	$509M	+$32.1M	18	0.05%	Increased
13	Comgest Global Investors Paris, France	$508M	-$115M	1	16.87%	Reduced
14	Dimensional Fund Advisors Austin, Texas	$507M	+$21.2M	17	0.31%	Increased
15	ACG Anchorage Capital Group New York	$506M	-$32.3M	1	6.95%	Reduced
16	Wells Fargo San Francisco, California	$490M	-$4.86M	19	0.19%	Reduced
17	Capital Research Global Investors Los Angeles, California	$489M	-$127M	3	0.16%	Reduced
18	OppenheimerFunds New York	$465M	-$65.6M	3	0.53%	Reduced
19	BlackRock Institutional Trust San Francisco, California	$463M	-$8.83M	16	0.07%	Reduced
20	Morgan Stanley New York	$444M	+$59.3M	22	0.15%	Increased
21	Wellington Management Group Boston, Massachusetts	$389M	-$361K	9	0.1%	Reduced
22	UBS AM Chicago, Illinois	$387M	+$25.2M	17	0.37%	Increased
23	Vontobel Asset Management New York	$382M	+$883K	1	2.9%	Increased
24	IVA International Value Advisers	$364M	+$71.9M	1	9.41%	Increased
25	OH Overlook Holdings Tortola, British Virgin Islands	$362M	-$19.7M	1	63.41%	Reduced