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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	$1.4B	-$56.9M	2	11.93%	Reduced
2	Invesco Atlanta, Georgia	$1.18B	-$17.3M	19	0.5%	Reduced
3	CCMH Cornerstone Capital Management Holdings New York	$1.09B	+$38.6M	4	10.16%	Increased
4	Lazard Asset Management New York	$1.07B	+$15.9M	5	2.56%	Increased
5	Vanguard Group Malvern, Pennsylvania	$1.05B	-$31.5M	18	0.08%	Reduced
6	Fidelity Investments Boston, Massachusetts	$753M	+$86.7M	14	0.11%	Increased
7	Franklin Resources San Mateo, California	$724M	+$103M	8	0.36%	Increased
8	Fidelity International Hamilton, Bermuda	$720M	-$166M	3	2.51%	Reduced
9	BlackRock Fund Advisors San Francisco, California	$539M	-$18.7M	16	0.14%	Reduced
10	Renaissance Technologies New York	$506M	+$29.3M	22	1.21%	Increased
11	Dimensional Fund Advisors Austin, Texas	$471M	+$16.9M	19	0.31%	Increased
12	State Street Boston, Massachusetts	$443M	-$17.3M	19	0.05%	Reduced
13	Wells Fargo San Francisco, California	$429M	+$2.25M	22	0.18%	Increased
14	BlackRock Institutional Trust San Francisco, California	$408M	-$7.96M	18	0.07%	Reduced
15	ACG Anchorage Capital Group New York	$408M	$0	1	13.2%	Maintained
16	SAM Southeastern Asset Management Memphis, Tennessee	$402M	-$279M	1	3.4%	Reduced
17	OppenheimerFunds New York	$401M	+$19.1M	4	0.54%	Increased
18	Comgest Global Investors Paris, France	$397M	-$26.1M	1	15.01%	Reduced
19	Capital Research Global Investors Los Angeles, California	$373M	-$73.1M	3	0.13%	Reduced
20	IVA International Value Advisers	$360M	+$31.4M	1	9.45%	Increased
21	Vontobel Asset Management New York	$356M	+$39.3M	1	3.04%	Increased
22	UBS AM Chicago, Illinois	$337M	-$9.3M	18	0.37%	Reduced
23	Morgan Stanley New York	$315M	-$75.5M	23	0.12%	Reduced
24	Discovery Capital Management South Norwalk, Connecticut	$295M	+$155M	3	3.28%	Increased
25	William Blair Investment Management Chicago, Illinois	$293M	+$307M	4	0.6%	New