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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
526	KCM Kensico Capital Management Greenwich, Connecticut	$46.2M	+$43.3M	1	0.79%	New
527	Penserra Capital Management Orinda, California	$46.1M	-$4.03M	16	0.35%	Reduced
528	MCM Magarian Capital Management San Antonio, Texas	$46M	+$40.6M	1	14.2%	New
529	Benjamin Edwards Inc Clayton, Missouri	$45.5M	-$6.16M	8	0.41%	Reduced
530	Nicholas Hoffman & Company Atlanta, Georgia	$45.4M	-$19.3K	2	0.96%	Reduced
531	LBP AM Paris, France	$45.4M	+$11.5M	7	0.45%	Increased
532	MAA Mraz Amerine & Associates Modesto, California	$45.2M	+$345K	2	6.48%	Increased
533	NONA Ninety One North America New York	$44.9M	+$7.46M	1	2.11%	Increased
534	Diamond Hill Capital Management Columbus, Ohio	$44.8M	-$26M	4	0.36%	Reduced
535	NRCM North Reef Capital Management Laguna Beach, California	$44.4M	+$32.5M	2	1.7%	Increased
536	QOP Quinn Opportunity Partners Charlottesville, Virginia	$44.1M	+$5.82M	12	2.05%	Increased
537	VVP Vulcan Value Partners Birmingham, Alabama	$43.8M	-$11.2M	1	1.33%	Reduced
538	Public Employees Retirement Association of Colorado Denver, Colorado	$43.8M	-$1.2M	24	0.15%	Reduced
539	UniSuper Management Melbourne, Victoria, Australia	$43.1M	+$3.46M	10	0.22%	Increased
540	Yousif Capital Management Bloomfield Hills, Michigan	$42.8M	+$200K	22	0.48%	Increased
541	Oregon Public Employees Retirement Fund Tigard, Oregon	$42.7M	+$4.15M	22	0.46%	Increased
542	Maryland State Retirement & Pension System Baltimore, Maryland	$42.4M	+$5.62M	17	0.73%	Increased
543	Wedge Capital Management Charlotte, North Carolina	$42.3M	-$52.8M	4	0.7%	Reduced
544	PFM Privium Fund Management Amsterdam, Netherlands	$42.2M	-$4.22M	1	7.76%	Reduced
545	GC Gillson Capital Chicago, Illinois	$42.1M	-$25.3M	3	2.48%	Reduced
546	Raiffeisen Bank International Vienna, Austria	$42M	+$4.54M	8	0.49%	Increased
547	Peregrine Capital Management Minneapolis, Minnesota	$42M	+$13.5M	3	1.37%	Increased
548	Merit Financial Group Alpharetta, Georgia	$42M	+$18.9M	23	0.26%	Increased
549	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$41.9M	-$76.3K	1	1.31%	Reduced
550	QRG Capital Management Chicago, Illinois	$41.7M	-$11.9M	12	0.34%	Reduced