← All themes

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
251
Great Lakes Advisors
Great Lakes Advisors
Illinois
$159M +$7.8M 5 1.21% Increased
252
Rockefeller Capital Management
Rockefeller Capital Management
New York
$157M -$25.3M 36 0.24% Reduced
253
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$157M -$1.15M 21 0.3% Reduced
254
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$151M +$38.8M 4 2.22% Increased
255
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$151M +$5.64M 27 0.49% Increased
256
Capital International Inc
Capital International Inc
California
$150M +$6.93M 2 1.06% Increased
257
RFM
Ranmore Fund Management
United Kingdom
$150M +$73M 3 16.59% Increased
258
Prana Capital Management
Prana Capital Management
Connecticut
$149M +$67.8M 8 4.53% Increased
259
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$149M +$42.1M 3 0.84% Increased
260
SM
Senvest Management
New York
$148M +$9.85M 1 4.35% Increased
261
VanEck Associates
VanEck Associates
New York
$148M +$9.38M 11 0.09% Increased
262
Truist Financial
Truist Financial
North Carolina
$147M -$20.8M 17 0.18% Reduced
263
M&G plc
M&G plc
United Kingdom
$147M +$8.01M 5 0.73% Increased
264
SCM
Susquehanna Capital Management
Pennsylvania
$146M $0 1 100% Maintained
265
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$146M +$11.8M 7 0.4% Increased
266
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$146M +$26.4M 1 1.69% Increased
267
PAI
Pittenger & Anderson Inc
Nebraska
$144M -$1.89M 4 5.15% Reduced
268
Empowered Funds
Empowered Funds
Pennsylvania
$141M +$20.9M 25 0.74% Increased
269
SEB Asset Management
SEB Asset Management
$141M -$25.6M 13 0.53% Reduced
270
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$139M -$3.15M 24 0.13% Reduced
271
Addenda Capital
Addenda Capital
Quebec, Canada
$138M +$9.21M 2 3.76% Increased
272
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$137M +$125M 1 1.13% New
273
Boston Partners
Boston Partners
Massachusetts
$136M +$58.4M 10 0.12% Increased
274
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$135M +$7.27M 23 0.49% Increased
275
Baird Financial Group
Baird Financial Group
Wisconsin
$135M -$48.3M 15 0.19% Reduced