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