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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
451
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$61.7M +$314K 29 0.51% Increased
452
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$61.6M +$9.95M 20 0.14% Increased
453
SI
Standard Investments
New York
$61.5M $0 1 3.19% Maintained
454
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$61.3M +$2.86M 6 0.81% Increased
455
Rakuten Investment Management
Rakuten Investment Management
Japan
$61.2M +$10.6M 10 0.18% Increased
456
IFM Investors
IFM Investors
Australia
$61.1M +$1.58M 9 0.4% Increased
457
Optiver Holding
Optiver Holding
Netherlands
$60.9M +$40M 24 0.02% Increased
458
TCP
ThornTree Capital Partners
Massachusetts
$60.8M -$453K 2 8.32% Reduced
459
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$60.7M +$4.22M 2 0.65% Increased
460
Xponance
Xponance
Pennsylvania
$60.4M -$9.11M 22 0.37% Reduced
461
RiverFront Investment Group
RiverFront Investment Group
Virginia
$60.4M +$22.8M 6 0.8% Increased
462
AIM
Allen Investment Management
New York
$59.3M -$4.75M 1 0.7% Reduced
463
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$59.1M -$5.39M 1 1.91% Reduced
464
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$58.8M +$12.2M 1 0.91% Increased
465
TimesSquare Capital Management
TimesSquare Capital Management
New York
$58.5M -$924K 1 0.86% Reduced
466
Calamos Advisors
Calamos Advisors
Illinois
$58.3M -$7.9M 7 0.19% Reduced
467
Donaldson Capital Management
Donaldson Capital Management
Indiana
$57.2M +$1.82M 1 1.63% Increased
468
Huntington National Bank
Huntington National Bank
Ohio
$57.2M -$13.5M 31 0.28% Reduced
469
Magnetar Financial
Magnetar Financial
Illinois
$57.1M +$39.5M 10 0.52% Increased
470
Silvercrest Asset Management
Silvercrest Asset Management
New York
$56.8M +$9.78M 6 0.37% Increased
471
PAIM
Punch & Associates Investment Management
Minnesota
$56.6M +$2.56M 2 2.8% Increased
472
Parnassus Investments
Parnassus Investments
California
$56.4M -$65.4M 2 0.15% Reduced
473
ALPS Advisors
ALPS Advisors
Colorado
$56.4M -$1.21M 13 0.26% Reduced
474
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$56.4M -$14M 13 0.64% Reduced
475
ARAM
Ardmore Road Asset Management
New York
$56.3M +$24.1M 2 3.31% Increased