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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
551
ORIO
Old Republic International (ORI)
Illinois
$41.6M $0 1 1.56% Maintained
552
NEI
Northwest & Ethical Investments
Ontario, Canada
$41.3M -$10.2M 5 0.96% Reduced
553
DP
Dundas Partners
United Kingdom
$41.2M +$1.43M 2 2.98% Increased
554
GD
Grandfield & Dodd
New York
$41M +$2.93M 1 2.15% Increased
555
OFI Invest Asset Management
OFI Invest Asset Management
France
$41M +$347K 5 0.41% Increased
556
Freestone Grove Partners
Freestone Grove Partners
California
$40.7M -$16.4M 8 0.26% Reduced
557
NM
Newtyn Management
New York
$40.7M -$1.14M 1 5.08% Reduced
558
1WCM
12 West Capital Management
New York
$40.7M $0 2 7.6% Maintained
559
SI
Squadra Investments
Brazil
$40.6M -$34.5M 1 4.99% Reduced
560
New York Life Investment Management
New York Life Investment Management
New York
$40.6M +$1.01M 9 0.28% Increased
561
Graham Capital Management
Graham Capital Management
Connecticut
$40.6M +$25.6M 19 0.74% Increased
562
Mediolanum International Funds
Mediolanum International Funds
Ireland
$40.4M -$7.78M 6 0.35% Reduced
563
Kennedy Capital Management
Kennedy Capital Management
Missouri
$40.2M +$3.01M 6 0.71% Increased
564
ECM
Estuary Capital Management
Minnesota
$40M +$5.2M 1 6.78% Increased
565
Troy Asset Management
Troy Asset Management
United Kingdom
$39.9M -$15.6M 2 1.11% Reduced
566
Winton Group
Winton Group
United Kingdom
$39.9M +$2.51M 15 1.29% Increased
567
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$39.7M -$17.4M 17 0.11% Reduced
568
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$39.6M +$12.2M 12 0.48% Increased
569
Ethic Inc
Ethic Inc
New York
$39.5M +$2.06M 17 0.49% Increased
570
IP
Isthmus Partners
Wisconsin
$39.5M +$2.43M 7 3.82% Increased
571
LFCM
Long Focus Capital Management
Puerto Rico
$39.5M +$5.92M 1 1.01% Increased
572
ET
Entropy Technologies
New York
$39.2M +$35.8M 7 1.56% Increased
573
LCI
L1 Capital International
Australia
$39M -$1.73M 1 2.28% Reduced
574
Magellan Asset Management
Magellan Asset Management
Australia
$38.7M -$74.6M 1 0.86% Reduced
575
MAM
Melqart Asset Management
United Kingdom
$38.7M +$7.12M 1 3.68% Increased