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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
651
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$31.5M +$498K 2 0.46% Increased
652
Tredje AP-fonden
Tredje AP-fonden
Sweden
$31.3M -$59.1M 2 0.14% Reduced
653
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$31.1M +$79.5K 2 1.26% Increased
654
BWP
Barlow Wealth Partners
Kentucky
$31.1M +$9.51M 3 3.36% Increased
655
Gabelli Funds
Gabelli Funds
New York
$31.1M -$3.67M 6 0.2% Reduced
656
Ruffer LLP
Ruffer LLP
United Kingdom
$31M +$11.2M 5 1.1% Increased
657
QIM
Quantitative Investment Management
Virginia
$31M +$4.32M 10 3.38% Increased
658
GIA
GHP Investment Advisors
Colorado
$30.9M +$106K 16 1.13% Increased
659
CC
Cornerstone Capital
California
$30.8M +$709K 1 2.75% Increased
660
BBI
Baxter Bros Inc
Connecticut
$30.8M -$783K 5 3.56% Reduced
661
Achmea Investment Management
Achmea Investment Management
Netherlands
$30.8M +$23.5M 2 0.77% Increased
662
DIA
Dean Investment Associates
Ohio
$30.8M +$10.9M 6 4.04% Increased
663
Saba Capital Management
Saba Capital Management
New York
$30.6M +$15.5M 3 0.78% Increased
664
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$30.3M -$1.39M 10 0.6% Reduced
665
VM
Venator Management
Pennsylvania
$30.2M +$16.4M 2 6.81% Increased
666
Prudential plc
Prudential plc
United Kingdom
$30.1M -$13.7M 11 0.16% Reduced
667
Stephens Inc
Stephens Inc
Arkansas
$30.1M -$1.96M 7 0.34% Reduced
668
Shelton Capital Management
Shelton Capital Management
Colorado
$30M -$4.42M 4 0.56% Reduced
669
JIR
James Investment Research
Ohio
$30M -$793K 1 3.05% Reduced
670
OAM
Ostrum Asset Management
France
$29.9M -$5.49M 9 1.44% Reduced
671
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$29.8M -$7.06M 4 0.2% Reduced
672
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$29.7M +$4.72M 7 0.35% Increased
673
IFP Advisors
IFP Advisors
Florida
$29.5M -$821K 40 0.53% Reduced
674
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$29.5M -$1.97M 15 0.16% Reduced
675
KeyBank National Association
KeyBank National Association
Ohio
$29.3M -$2.88M 12 0.1% Reduced