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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
$4.4B -$102M 36 0.1% Reduced
2
Vanguard Group
Vanguard Group
Pennsylvania
$4.04B +$28.6M 32 0.08% Increased
3
Thoma Bravo
Thoma Bravo
Illinois
$2.61B $0 1 25.29% Maintained
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.02B +$301M 30 0.14% Increased
5
Morgan Stanley
Morgan Stanley
New York
$1.76B +$77.2M 43 0.14% Increased
6
VEPM
Vista Equity Partners Management
California
$1.51B $0 1 40.51% Maintained
7
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.49B +$44.7M 24 0.4% Increased
8
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$1.14B -$41.6M 4 0.89% Reduced
9
State Street
State Street
Massachusetts
$1.11B -$14.2M 34 0.05% Reduced
10
Bank of America
Bank of America
North Carolina
$1.01B +$482M 38 0.09% Increased
11
UBS AM
UBS AM
Illinois
$967M -$63.5M 19 0.34% Reduced
12
LGP
Leonard Green & Partners
California
$867M $0 1 15.78% Maintained
13
Geode Capital Management
Geode Capital Management
Massachusetts
$843M +$28.5M 37 0.08% Increased
14
Invesco
Invesco
Georgia
$799M -$89.3M 31 0.17% Reduced
15
Goldman Sachs
Goldman Sachs
New York
$762M -$117M 33 0.13% Reduced
16
Ninety One (UK)
Ninety One (UK)
United Kingdom
$743M -$30.2M 2 2.09% Reduced
17
Renaissance Technologies
Renaissance Technologies
New York
$720M -$13.8M 38 1.13% Reduced
18
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$713M -$35.5M 12 1.03% Reduced
19
Durable Capital Partners
Durable Capital Partners
Maryland
$685M -$18.4M 1 5.31% Reduced
20
CCP
Clarkston Capital Partners
Michigan
$581M +$1.64M 2 10.24% Increased
21
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$541M -$5.87M 2 1.3% Reduced
22
Wellington Management Group
Wellington Management Group
Massachusetts
$515M -$86.4M 13 0.09% Reduced
23
Exor N.V.
Exor N.V.
Netherlands
$500M +$13.1M 1 15.22% Increased
24
GAMH
Greenwoods Asset Management (HK)
Hong Kong
$462M +$5.63M 3 14.33% Increased
25
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$454M +$93M 1 2.6% Increased