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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	$3.14B	+$37.5M	41	0.1%	Increased
2	Vanguard Group Malvern, Pennsylvania	$2.85B	+$34.3M	35	0.08%	Increased
3	Thoma Bravo Chicago, Illinois	$2.77B	$0	1	35.82%	Maintained
4	Invesco Atlanta, Georgia	$1.83B	-$60.1M	29	0.55%	Reduced
5	LGP Leonard Green & Partners Los Angeles, California	$1.62B	-$18.9M	1	23.04%	Reduced
6	Fidelity Investments Boston, Massachusetts	$1.17B	-$10.1M	32	0.12%	Reduced
7	State Street Boston, Massachusetts	$1.04B	-$76.5M	37	0.06%	Reduced
8	Goldman Sachs New York	$1.04B	-$93.9M	36	0.26%	Reduced
9	Dimensional Fund Advisors Austin, Texas	$1.01B	-$51.6M	21	0.36%	Reduced
10	Massachusetts Financial Services Boston, Massachusetts	$932M	-$80.6M	5	0.32%	Reduced
11	T. Rowe Price Associates Baltimore, Maryland	$914M	+$83.2M	21	0.12%	Increased
12	Morgan Stanley New York	$909M	+$47.4M	46	0.12%	Increased
13	UBS AM Chicago, Illinois	$909M	-$142M	20	0.48%	Reduced
14	VEPM Vista Equity Partners Management San Francisco, California	$909M	$0	1	15.64%	Maintained
15	Baillie Gifford & Co Edinburgh, United Kingdom	$845M	+$40.1M	6	0.87%	Increased
16	Mackenzie Financial Toronto Ontario, Ontario, Canada	$714M	+$76.8M	8	1.14%	Increased
17	Generation Investment Management London, United Kingdom	$642M	+$15.1M	1	3.5%	Increased
18	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$623M	-$8.86M	4	1.72%	Reduced
19	Dodge & Cox San Francisco, California	$615M	-$3.12M	1	0.43%	Reduced
20	Ninety One (UK) London, United Kingdom	$594M	+$34.5M	1	1.77%	Increased
21	Geode Capital Management Boston, Massachusetts	$575M	+$3.58M	40	0.08%	Increased
22	Wellington Management Group Boston, Massachusetts	$438M	-$146M	16	0.09%	Reduced
23	IHG Insight Holdings Group New York	$429M	$0	1	8.88%	Maintained
24	Orbis Allan Gray Hamilton, Bermuda	$415M	-$262M	2	3.34%	Reduced
25	Norges Bank Oslo, Norway	$397M	-$78.6M	19	0.1%	Reduced