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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	$3.11B	+$42.8M	40	0.1%	Increased
2	Vanguard Group Malvern, Pennsylvania	$2.9B	-$33.4M	33	0.08%	Reduced
3	Thoma Bravo Chicago, Illinois	$2.86B	$0	1	37.5%	Maintained
4	VEPM Vista Equity Partners Management San Francisco, California	$1.74B	$0	1	26.66%	Maintained
5	Invesco Atlanta, Georgia	$1.24B	-$189M	29	0.36%	Reduced
6	State Street Boston, Massachusetts	$1.04B	+$18.6M	37	0.06%	Increased
7	LGP Leonard Green & Partners Los Angeles, California	$973M	$0	1	18.27%	Maintained
8	Fidelity Investments Boston, Massachusetts	$968M	+$14.9M	33	0.1%	Increased
9	Morgan Stanley New York	$918M	-$53.8M	46	0.1%	Reduced
10	Baillie Gifford & Co Edinburgh, United Kingdom	$913M	+$10.8M	6	0.95%	Increased
11	Goldman Sachs New York	$812M	-$193M	35	0.2%	Reduced
12	UBS AM Chicago, Illinois	$809M	-$15.7M	20	0.42%	Reduced
13	Dodge & Cox San Francisco, California	$639M	+$148M	1	0.44%	Increased
14	Geode Capital Management Boston, Massachusetts	$555M	+$9.96M	40	0.08%	Increased
15	CCP Clarkston Capital Partners Rochester, Michigan	$514M	+$137M	2	9.71%	Increased
16	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$504M	+$13.2M	7	1.55%	Increased
17	Ninety One (UK) London, United Kingdom	$483M	-$8.87M	1	1.55%	Reduced
18	Bank of America Charlotte, North Carolina	$474M	+$73.3M	42	0.05%	Increased
19	Norges Bank Oslo, Norway	$474M	+$95.5M	20	0.11%	Increased
20	Mackenzie Financial Toronto Ontario, Ontario, Canada	$456M	-$97.8M	9	0.76%	Reduced
21	IHG Insight Holdings Group New York	$443M	$0	1	9.3%	Maintained
22	Renaissance Technologies New York	$429M	+$13.1M	49	0.59%	Increased
23	Orbis Allan Gray Hamilton, Bermuda	$414M	+$64.4M	2	3.29%	Increased
24	Generation Investment Management London, United Kingdom	$380M	-$4.46M	1	2.2%	Reduced
25	Massachusetts Financial Services Boston, Massachusetts	$379M	-$126M	6	0.13%	Reduced