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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
276
Chevy Chase Trust
Chevy Chase Trust
Maryland
$134M -$2.54M 9 0.35% Reduced
277
KBC Group
KBC Group
Belgium
$133M -$19.1M 22 0.29% Reduced
278
Lyrical Asset Management
Lyrical Asset Management
New York
$133M +$577K 1 1.69% Increased
279
London Company of Virginia
London Company of Virginia
Virginia
$130M -$2.62M 1 0.74% Reduced
280
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$129M +$3.2M 4 2.32% Increased
281
Asset Management One
Asset Management One
Japan
$129M -$1.37M 15 0.33% Reduced
282
Yacktman Asset Management
Yacktman Asset Management
Texas
$128M +$169M 1 1.59% Increased
283
Walleye Capital
Walleye Capital
New York
$126M -$8.57M 20 0.45% Reduced
284
Bessemer Group
Bessemer Group
New Jersey
$126M +$11.3M 26 0.17% Increased
285
NZS Capital
NZS Capital
Colorado
$125M +$21M 2 3.25% Increased
286
STRS Ohio
STRS Ohio
Ohio
$125M -$28.9M 30 0.47% Reduced
287
Osaic Holdings
Osaic Holdings
Arizona
$125M -$8.44M 40 0.15% Reduced
288
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$124M -$4.72M 14 0.37% Reduced
289
XN LP
XN LP
New York
$122M -$55.3M 1 3.21% Reduced
290
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$121M +$3.37M 9 1.27% Increased
291
IVGAI
Index Venture Growth Associates IV
Jersey
$121M $0 1 72.29% Maintained
292
Congress Asset Management
Congress Asset Management
Massachusetts
$121M -$1.04M 2 0.74% Reduced
293
Mercer Global Advisors
Mercer Global Advisors
Colorado
$120M +$6.25M 38 0.15% Increased
294
Wasatch Advisors
Wasatch Advisors
Utah
$119M -$165M 3 0.78% Reduced
295
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$119M -$17.7M 3 0.43% Reduced
296
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$119M +$4.71M 26 0.12% Increased
297
Hamlin Capital Management
Hamlin Capital Management
New York
$118M +$5.64M 1 2.65% Increased
298
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$117M -$20.1M 31 0.35% Reduced
299
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$117M +$14.2M 15 0.52% Increased
300
Jump Financial
Jump Financial
Illinois
$117M +$71.1M 21 0.94% Increased