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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	BlackRock New York	$3.72B	-$1.79B	43	0.09%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$3.13B	-$61.4M	37	0.07%	Reduced
3	Thoma Bravo Chicago, Illinois	$2.93B	$0	1	27.65%	Maintained
4	LGP Leonard Green & Partners Los Angeles, California	$2.79B	+$30.2M	4	20.96%	Increased
5	Invesco Atlanta, Georgia	$2.45B	-$373M	27	0.59%	Reduced
6	Fidelity Investments Boston, Massachusetts	$1.69B	+$315M	22	0.12%	Increased
7	Goldman Sachs New York	$1.42B	-$92.7M	39	0.28%	Reduced
8	Massachusetts Financial Services Boston, Massachusetts	$1.42B	-$55.2M	5	0.39%	Reduced
9	T. Rowe Price Associates Baltimore, Maryland	$1.41B	-$119M	21	0.13%	Reduced
10	Baillie Gifford & Co Edinburgh, United Kingdom	$1.3B	+$94.8M	8	0.72%	Increased
11	State Street Boston, Massachusetts	$1.27B	-$646M	39	0.06%	Reduced
12	VEPM Vista Equity Partners Management San Francisco, California	$1.24B	$0	1	9.48%	Maintained
13	UBS AM Chicago, Illinois	$1.22B	-$210M	25	0.47%	Reduced
14	Dimensional Fund Advisors Austin, Texas	$1.08B	-$9.23M	27	0.33%	Reduced
15	Select Equity Group New York	$1.08B	-$302M	3	2.95%	Reduced
16	Morgan Stanley New York	$1.01B	+$405M	49	0.12%	Increased
17	Orbis Allan Gray Hamilton, Bermuda	$922M	-$913M	2	6.82%	Reduced
18	Wellington Management Group Boston, Massachusetts	$823M	-$160M	18	0.13%	Reduced
19	IHG Insight Holdings Group New York	$822M	+$1.01B	2	7.67%	Increased
20	N Naspers South Africa	$792M	+$986M	2	44.95%	New
21	Generation Investment Management London, United Kingdom	$778M	+$188M	1	3.2%	Increased
22	Geode Capital Management Boston, Massachusetts	$690M	-$80.5M	44	0.08%	Reduced
23	Norges Bank Oslo, Norway	$678M	+$15.2M	22	0.14%	Increased
24	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$663M	-$4.05M	5	1.43%	Reduced
25	PGH Partners Group Holding Baar-Zug, Switzerland	$645M	+$593M	1	30.55%	Increased