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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
BlackRock
New York
$3.2B +$145M 38 0.09% Increased
2
Thoma Bravo
Thoma Bravo
Illinois
$3.07B $0 1 39.33% Maintained
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.01B +$137M 33 0.07% Increased
4
Invesco
Invesco
Georgia
$1.39B -$40.8M 31 0.37% Reduced
5
VEPM
Vista Equity Partners Management
California
$1.36B $0 1 30.87% Maintained
6
Fidelity Investments
Fidelity Investments
Massachusetts
$1.24B -$120M 30 0.1% Reduced
7
LGP
Leonard Green & Partners
California
$1.11B $0 1 18.2% Maintained
8
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.1B +$17.2M 25 0.35% Increased
9
State Street
State Street
Massachusetts
$973M -$7.87M 35 0.05% Reduced
10
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$950M -$68.4M 4 0.81% Reduced
11
UBS AM
UBS AM
Illinois
$946M $0 18 0.46% Maintained
12
Morgan Stanley
Morgan Stanley
New York
$923M -$13.9M 46 0.09% Reduced
13
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$758M +$197M 12 1.15% Increased
14
Ninety One (UK)
Ninety One (UK)
United Kingdom
$709M +$16.4M 3 2.07% Increased
15
Goldman Sachs
Goldman Sachs
New York
$630M -$146M 35 0.14% Reduced
16
Geode Capital Management
Geode Capital Management
Massachusetts
$604M +$34.8M 37 0.07% Increased
17
Durable Capital Partners
Durable Capital Partners
Maryland
$594M $0 1 5.21% Maintained
18
CCP
Clarkston Capital Partners
Michigan
$588M +$22.9M 2 10.57% Increased
19
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$570M +$3.18M 2 1.52% Increased
20
Dodge & Cox
Dodge & Cox
California
$491M -$332M 2 0.33% Reduced
21
Renaissance Technologies
Renaissance Technologies
New York
$478M +$38.7M 43 0.69% Increased
22
IHG
Insight Holdings Group
New York
$451M $0 1 10.42% Maintained
23
Bank of America
Bank of America
North Carolina
$426M -$64.3M 38 0.04% Reduced
24
Generation Investment Management
Generation Investment Management
United Kingdom
$417M -$7.94M 1 2.02% Reduced
25
GAMH
Greenwoods Asset Management (HK)
Hong Kong
$411M +$51.7M 3 19.87% Increased