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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	$2.9B	+$52.2M	42	0.1%	Increased
2	Thoma Bravo Chicago, Illinois	$2.72B	$0	1	37.97%	Maintained
3	Vanguard Group Malvern, Pennsylvania	$2.71B	+$106M	36	0.08%	Increased
4	Invesco Atlanta, Georgia	$1.45B	-$45M	29	0.47%	Reduced
5	VEPM Vista Equity Partners Management San Francisco, California	$1.26B	$0	1	20.2%	Maintained
6	LGP Leonard Green & Partners Los Angeles, California	$1.1B	$0	1	19.43%	Maintained
7	State Street Boston, Massachusetts	$953M	+$43.4M	37	0.06%	Increased
8	Dimensional Fund Advisors Austin, Texas	$945M	+$36.4M	22	0.36%	Increased
9	Fidelity Investments Boston, Massachusetts	$929M	-$68.5M	32	0.1%	Reduced
10	Morgan Stanley New York	$920M	+$83.5M	48	0.13%	Increased
11	Baillie Gifford & Co Edinburgh, United Kingdom	$882M	+$38.3M	6	0.91%	Increased
12	Goldman Sachs New York	$880M	-$73.9M	36	0.22%	Reduced
13	UBS AM Chicago, Illinois	$809M	+$59.5M	20	0.45%	Increased
14	Geode Capital Management Boston, Massachusetts	$517M	+$5.41M	41	0.08%	Increased
15	Ninety One (UK) London, United Kingdom	$513M	+$37.2M	1	1.69%	Increased
16	IHG Insight Holdings Group New York	$508M	$0	1	10.2%	Maintained
17	Dodge & Cox San Francisco, California	$501M	+$3.19M	1	0.38%	Increased
18	Massachusetts Financial Services Boston, Massachusetts	$491M	-$293M	6	0.18%	Reduced
19	T. Rowe Price Investment Management Baltimore, Maryland	$477M	+$585M	4	0.38%	New
20	Mackenzie Financial Toronto Ontario, Ontario, Canada	$440M	-$8.35M	9	0.76%	Reduced
21	Generation Investment Management London, United Kingdom	$433M	-$2.81M	1	2.57%	Reduced
22	CCP Clarkston Capital Partners Rochester, Michigan	$421M	+$198M	2	8.27%	Increased
23	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$393M	-$5.39M	4	1.14%	Reduced
24	Farallon Capital Management San Francisco, California	$381M	+$202M	2	2.09%	Increased
25	Durable Capital Partners Bethesda, Maryland	$360M	$0	1	3.95%	Maintained