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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
576
Atreides Management
Atreides Management
Massachusetts
$38.3M +$34.9M 1 0.27% New
577
Natixis
Natixis
France
$38.3M -$20.2M 8 0.15% Reduced
578
Markel Group
Markel Group
Virginia
$38.3M $0 4 0.29% Maintained
579
Westfield Capital Management
Westfield Capital Management
Massachusetts
$38.2M -$10.9M 1 0.12% Reduced
580
SAM
Southernsun Asset Management
Tennessee
$38.2M -$3.69M 1 5.14% Reduced
581
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$38.2M +$12.8M 10 0.38% Increased
582
Kestra Advisory Services
Kestra Advisory Services
Texas
$38.1M -$2.21M 17 0.12% Reduced
583
Candriam SCA
Candriam SCA
Luxembourg
$38.1M +$7.91K 10 0.17% Increased
584
Martingale Asset Management
Martingale Asset Management
Massachusetts
$38.1M -$7.66M 8 0.9% Reduced
585
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$38M -$12.4M 11 0.26% Reduced
586
EQF
Evergreen Quality Fund
Cayman Islands
$38M -$96.4M 1 0.61% Reduced
587
ET
Equitable Trust
Tennessee
$37.9M -$6.55M 5 1.58% Reduced
588
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$37.9M $0 1 0.56% Maintained
589
TCM
Tieton Capital Management
Washington
$37.9M +$1.3M 2 10.9% Increased
590
Oppenheimer & Co
Oppenheimer & Co
New York
$37.7M -$1.53M 14 0.4% Reduced
591
Discovery Capital Management
Discovery Capital Management
Connecticut
$37.6M +$14.2M 4 1.56% Increased
592
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$37.6M -$3.97M 9 0.35% Reduced
593
DPCM
Doma Perpetual Capital Management
Florida
$37.5M +$34.7M 1 8.71% Increased
594
Commerce Bank
Commerce Bank
Missouri
$37.4M -$7.25M 12 0.16% Reduced
595
CIA
Capital Impact Advisors
Massachusetts
$37.2M +$28.7M 1 2.09% Increased
596
ICP
Islander Capital Partners
California
$37.2M +$14.8M 1 13.5% Increased
597
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$37.2M +$1.97M 6 0.44% Increased
598
Lido Advisors
Lido Advisors
California
$37.1M +$3.04M 14 0.1% Increased
599
Alkeon Capital Management
Alkeon Capital Management
New York
$37M $0 2 0.05% Maintained
600
CIP
Champlain Investment Partners
Vermont
$36.6M -$58.3M 1 0.94% Reduced