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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 Allan Gray Hamilton, Bermuda	$1.45B	+$1.51B	1	11.76%	New
2	CCMH Cornerstone Capital Management Holdings New York	$1.43B	+$44.8M	6	11.96%	Increased
3	Invesco Atlanta, Georgia	$1.15B	-$6.56M	20	0.47%	Reduced
4	Lazard Asset Management New York	$1.09B	-$40.2M	5	2.37%	Reduced
5	Vanguard Group Malvern, Pennsylvania	$1.07B	+$28.8M	21	0.07%	Increased
6	Fidelity Investments Boston, Massachusetts	$849M	+$131M	15	0.12%	Increased
7	Fidelity International Hamilton, Bermuda	$824M	-$115M	3	2.55%	Reduced
8	Franklin Resources San Mateo, California	$810M	+$19.4M	8	0.43%	Increased
9	BlackRock Fund Advisors San Francisco, California	$628M	-$3.04M	20	0.15%	Reduced
10	OppenheimerFunds New York	$614M	-$39.1M	9	0.81%	Reduced
11	BlackRock Institutional Trust San Francisco, California	$605M	+$10.9M	20	0.1%	Increased
12	State Street Boston, Massachusetts	$581M	+$22.2M	19	0.06%	Increased
13	Acadian Asset Management Boston, Massachusetts	$563M	+$87.7M	8	2.84%	Increased
14	Schroder Investment Management Group London, United Kingdom	$555M	+$177M	8	1.15%	Increased
15	Renaissance Technologies New York	$501M	+$54M	18	0.95%	Increased
16	Artisan Partners Milwaukee, Wisconsin	$484M	+$4.05M	1	1.01%	Increased
17	UBS AM Chicago, Illinois	$475M	+$19.4M	16	0.55%	Increased
18	Dimensional Fund Advisors Austin, Texas	$472M	+$34.6M	19	0.28%	Increased
19	Comgest Global Investors Paris, France	$418M	+$8.06M	1	14.22%	Increased
20	ACG Anchorage Capital Group New York	$401M	$0	1	14.28%	Maintained
21	Wells Fargo San Francisco, California	$400M	-$62.6M	22	0.16%	Reduced
22	Capital Research Global Investors Los Angeles, California	$386M	+$9.84M	4	0.13%	Increased
23	Morgan Stanley New York	$367M	-$42M	23	0.14%	Reduced
24	Vontobel Asset Management New York	$349M	-$82.9M	1	2.69%	Reduced
25	SAM Southeastern Asset Management Memphis, Tennessee	$348M	+$10.3M	1	3.33%	Increased