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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	$4.57B	+$74.2M	35	0.12%	Increased
2	Vanguard Group Malvern, Pennsylvania	$4.14B	+$140M	32	0.09%	Increased
3	Thoma Bravo Chicago, Illinois	$3.3B	$0	1	29.68%	Maintained
4	VEPM Vista Equity Partners Management San Francisco, California	$1.68B	$0	1	40.92%	Maintained
5	Fidelity Investments Boston, Massachusetts	$1.63B	-$17M	32	0.12%	Reduced
6	Morgan Stanley New York	$1.6B	+$408M	44	0.14%	Increased
7	Dimensional Fund Advisors Austin, Texas	$1.44B	+$17.5M	25	0.42%	Increased
8	Baillie Gifford & Co Edinburgh, United Kingdom	$1.35B	-$256M	4	1.07%	Reduced
9	State Street Boston, Massachusetts	$1.16B	+$20.9M	34	0.06%	Increased
10	LGP Leonard Green & Partners Los Angeles, California	$1.08B	$0	1	17.7%	Maintained
11	UBS AM Chicago, Illinois	$987M	-$86.7M	19	0.39%	Reduced
12	Goldman Sachs New York	$870M	-$49.2M	32	0.16%	Reduced
13	Invesco Atlanta, Georgia	$855M	-$322M	29	0.2%	Reduced
14	Geode Capital Management Boston, Massachusetts	$852M	+$31.1M	37	0.09%	Increased
15	Mackenzie Financial Toronto Ontario, Ontario, Canada	$786M	+$51.2M	14	1.19%	Increased
16	Durable Capital Partners Bethesda, Maryland	$725M	-$126M	1	5.72%	Reduced
17	Ninety One (UK) London, United Kingdom	$692M	-$23.2M	2	2.06%	Reduced
18	Renaissance Technologies New York	$679M	+$14.8M	43	1.05%	Increased
19	CCP Clarkston Capital Partners Rochester, Michigan	$656M	+$34.1M	2	12.16%	Increased
20	Exor N.V. Amsterdam, Netherlands	$609M	+$246M	1	15.77%	Increased
21	Wellington Management Group Boston, Massachusetts	$593M	+$62.9M	14	0.11%	Increased
22	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$566M	-$1.56M	2	1.44%	Reduced
23	IHG Insight Holdings Group New York	$560M	-$49.8M	1	13.52%	Reduced
24	Fidelity International Hamilton, Bermuda	$553M	+$94.1M	7	0.58%	Increased
25	Bank of America Charlotte, North Carolina	$502M	-$97.3M	39	0.05%	Reduced