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Small Business Economy

Small businesses employ a large share of the workforce and buy software, payments, lending, and insurance in ways large firms do not. Serving them profitably depends on very low cost distribution.

58 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
226
Credit Agricole
Credit Agricole
France
$184M +$52M 11 0.37% Increased
227
SC
Strategy Capital
California
$183M -$5.37M 1 11.28% Reduced
228
BMC
Battery Management Corp
Massachusetts
$183M -$45.9M 1 49.67% Reduced
229
Storebrand Asset Management
Storebrand Asset Management
Norway
$183M +$12.6M 13 0.45% Increased
230
Guinness Asset Management
Guinness Asset Management
United Kingdom
$182M -$41.4M 1 3.08% Reduced
231
BIM
Barton Investment Management
Pennsylvania
$181M -$2.73M 2 24.49% Reduced
232
JPM
JANA Partners Management
New York
$180M -$43.2M 1 9.44% Reduced
233
Nomura Asset Management
Nomura Asset Management
Japan
$179M -$7.81M 19 0.38% Reduced
234
TCAM
Turtle Creek Asset Management
Ontario, Canada
$177M +$53.5M 1 6.9% Increased
235
ACM
Ashe Capital Management
New Jersey
$176M -$12M 1 18.91% Reduced
236
Scotia Capital
Scotia Capital
Ontario, Canada
$176M +$20M 5 0.66% Increased
237
FPM
Francisco Partners Management
California
$175M $0 1 48.56% Maintained
238
LT
Lindsell Train
United Kingdom
$174M -$23.3M 1 6.62% Reduced
239
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$174M +$25.8M 15 0.45% Increased
240
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$172M +$80.4M 34 0.29% Increased
241
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$172M -$141M 4 0.4% Reduced
242
ICM
Invenomic Capital Management
Massachusetts
$169M +$12.9M 6 10.12% Increased
243
Madison Asset Management
Madison Asset Management
Wisconsin
$167M -$25.9M 3 1.99% Reduced
244
Boston Trust Walden
Boston Trust Walden
Massachusetts
$166M -$24.1M 8 1.26% Reduced
245
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$165M -$77.8M 20 0.16% Reduced
246
Quadrature Capital
Quadrature Capital
United Kingdom
$163M +$174M 14 1.4% Increased
247
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$162M -$213M 25 0.27% Reduced
248
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$162M -$180M 3 0.38% Reduced
249
ING Group
ING Group
Netherlands
$161M +$137M 3 0.79% Increased
250
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$161M -$56.1M 18 0.2% Reduced