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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
351
NewEdge Advisors
NewEdge Advisors
Louisiana
$94.9M +$6.59M 20 0.28% Increased
352
D1 Capital Partners
D1 Capital Partners
New York
$94.9M +$94.8M 1 0.27% New
353
FI
Focused Investors
California
$94.4M -$9.23M 1 3.19% Reduced
354
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$94.2M -$8.05M 18 0.43% Reduced
355
Empyrean Capital Partners
Empyrean Capital Partners
California
$94.1M -$527K 1 3.11% Reduced
356
Private Management Group
Private Management Group
California
$94.1M +$22.5M 3 2.48% Increased
357
Vest Financial
Vest Financial
Virginia
$93.9M +$10.1M 7 0.99% Increased
358
IEQ Capital
IEQ Capital
California
$93.2M +$6.16M 30 0.43% Increased
359
CSM Advisors
CSM Advisors
Pennsylvania
$92.9M +$37.5M 5 1.98% Increased
360
Allspring Global Investments
Allspring Global Investments
North Carolina
$92.2M -$41.3M 13 0.14% Reduced
361
Pathstone Holdings
Pathstone Holdings
New Jersey
$92.2M +$1.67M 24 0.27% Increased
362
Greenoaks Capital Partners
Greenoaks Capital Partners
California
$91.9M +$3.56M 1 3.9% Increased
363
DCP
Distillate Capital Partners
Illinois
$91.5M +$33.9M 5 4.76% Increased
364
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$91.2M +$1.16M 39 0.28% Increased
365
SCM
Spyglass Capital Management
California
$89.2M +$3.57M 1 4.83% Increased
366
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$88.8M -$15.6M 14 0.71% Reduced
367
XTX Topco
XTX Topco
Cayman Islands
$88.6M +$17.5M 40 1.15% Increased
368
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$88.6M +$2.67M 3 2.15% Increased
369
Flossbach Von Storch
Flossbach Von Storch
Germany
$87.9M -$2.79M 1 0.4% Reduced
370
Andra AP-fonden
Andra AP-fonden
Sweden
$87.7M +$5.31M 6 1.01% Increased
371
EULAV Asset Management
EULAV Asset Management
Florida
$87.7M -$31.6M 4 2.8% Reduced
372
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$87.2M +$37.6M 6 0.38% Increased
373
Aware Super
Aware Super
Australia
$87.2M -$24.7M 5 1.23% Reduced
374
SCGE Management
SCGE Management
California
$86.9M $0 1 1.47% Maintained
375
Arizona State Retirement System
Arizona State Retirement System
Arizona
$86.7M +$500K 25 0.44% Increased