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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
326
Engineers Gate Manager
Engineers Gate Manager
New York
$103M +$3.8M 25 1.34% Increased
327
Capital International Sarl
Capital International Sarl
California
$103M +$10.7M 3 1.46% Increased
328
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$103M +$29.3M 11 0.82% Increased
329
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$102M -$49.5M 8 0.77% Reduced
330
Thrive Capital Management (New York)
Thrive Capital Management (New York)
New York
$102M $0 1 2.68% Maintained
331
PCM
Portolan Capital Management
Massachusetts
$102M +$59.2M 2 3.82% Increased
332
AU
Algebris (UK)
United Kingdom
$101M +$55.4M 2 6.67% Increased
333
Algert Global
Algert Global
California
$101M +$39.1M 17 1.2% Increased
334
Carmignac Gestion
Carmignac Gestion
France
$101M -$135M 2 1.31% Reduced
335
TCMI
Technology Crossover Management IX
California
$101M $0 1 14.57% Maintained
336
NSGL
No Street GP LP
California
$99.2M +$1.86M 2 5.96% Increased
337
Frontier Capital Management
Frontier Capital Management
Massachusetts
$99.1M -$28.9M 5 0.92% Reduced
338
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$98.5M -$883K 32 0.15% Reduced
339
SPC
Stony Point Capital
New York
$98M +$3.05M 2 6.37% Increased
340
HCM
HMI Capital Management
California
$97.5M -$8.09M 1 13.69% Reduced
341
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$97.4M -$27.7M 32 0.16% Reduced
342
USS Investment Management
USS Investment Management
United Kingdom
$97.2M +$7.27M 8 0.35% Increased
343
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$97M +$4.62M 14 0.58% Increased
344
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$96.8M +$39.7M 11 0.22% Increased
345
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$96.8M +$11.2M 3 1.62% Increased
346
GF
Greenhouse Funds
Maryland
$96.6M -$71.4M 1 4.94% Reduced
347
Fred Alger Management
Fred Alger Management
New York
$96.3M -$18.8M 4 0.32% Reduced
348
MG
Meritage Group
California
$95.5M +$569K 1 3.68% Increased
349
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$95.5M -$1.06M 5 3.19% Reduced
350
Chilton Investment Company
Chilton Investment Company
Connecticut
$95.2M -$5.36M 4 2.28% Reduced