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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
501
PC
Prevatt Capital
Bahamas
$51.1M $0 2 11.09% Maintained
502
Macquarie Group
Macquarie Group
Australia
$50.9M +$13.7M 12 0.22% Increased
503
WCM
Woodson Capital Management
Connecticut
$50.9M +$6.39M 1 8.52% Increased
504
M&T Bank
M&T Bank
New York
$50.9M -$7.24M 17 0.15% Reduced
505
Altshuler Shaham
Altshuler Shaham
Israel
$50.5M +$8.65M 3 0.63% Increased
506
Welch Group
Welch Group
Alabama
$50.1M +$1.77M 3 1.71% Increased
507
Mutual of America Capital Management
Mutual of America Capital Management
New York
$50M +$4.89M 18 0.49% Increased
508
GF Fund Management
GF Fund Management
China
$49.8M -$1.24M 3 0.6% Reduced
509
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$49.6M -$2.36M 25 0.37% Reduced
510
Miller Howard Investments
Miller Howard Investments
New York
$49.5M +$6.92M 1 1.31% Increased
511
Valley Forge Capital Management
Valley Forge Capital Management
Florida
$49.3M $0 1 1.58% Maintained
512
Canoe Financial
Canoe Financial
Alberta, Canada
$49.3M +$29.5M 1 0.61% Increased
513
Arax Advisory Partners
Arax Advisory Partners
Colorado
$49.2M +$41.7M 40 0.33% Increased
514
HB Wealth Management
HB Wealth Management
Georgia
$48.3M +$31.6M 16 0.27% Increased
515
SL
Summitry LLC
California
$47.9M +$468K 5 1.58% Increased
516
Snyder Capital Management
Snyder Capital Management
California
$47.6M +$5.91M 2 0.82% Increased
517
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$47.5M +$12.6K 11 0.26% Increased
518
FHM
Framtiden Holdings Management
Illinois
$47.2M +$22.6M 1 28.62% Increased
519
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$47.2M -$3.47M 34 0.47% Reduced
520
AFIA
America First Investment Advisors
Nebraska
$47.1M +$672K 2 8.75% Increased
521
Driehaus Capital Management
Driehaus Capital Management
Illinois
$46.9M +$33.5M 1 0.27% New
522
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$46.8M +$2.24M 23 0.69% Increased
523
MAMU
Marathon Asset Management (UK)
United Kingdom
$46.4M -$11.3M 2 1.89% Reduced
524
SBWIC
Schaper Benz & Wise Investment Counsel
Wisconsin
$46.4M +$4.42M 5 3.1% Increased
525
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$46.2M -$8.7M 4 0.25% Reduced