If you have been scouting for investment opportunities in online education, you may already have exposure to it if you are a Vestact client. During lockdown Google has doubled its Google Classroom users to 100 million.
Google has been investing heavily in eduction for a while now with free software readily available. The idea is that students will get to learn Google programs and will subscribe to them when they enter the workforce. Last year, Google had a 60% market share in the US for online eduction. Their biggest rivals are also Vestact stocks, Microsoft and Apple.
This Bloomberg article tells the story of Google's aggressive education push from 2014. Global lockdowns have fast tracked the adoption. I imagine a lot of that will remain entrenched post COVID-19.