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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
701
Tandem Investment Advisors
Tandem Investment Advisors
South Carolina
$27.2M -$12.1M 1 1.82% Reduced
702
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$27.1M -$9.24M 9 0.34% Reduced
703
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$27M -$9.7M 7 0.2% Reduced
704
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$26.8M -$796K 6 0.63% Reduced
705
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$26.8M -$2.07M 8 0.86% Reduced
706
Advisory Services Network
Advisory Services Network
Georgia
$26.7M -$910K 14 0.3% Reduced
707
Ariel Investments
Ariel Investments
Illinois
$26.7M +$6.29M 1 0.27% Increased
708
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$26.6M -$1.26M 14 0.2% Reduced
709
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$26.6M -$4.31M 24 0.13% Reduced
710
Norinchukin Bank
Norinchukin Bank
Japan
$26.5M +$433K 9 0.26% Increased
711
Davis Selected Advisers
Davis Selected Advisers
Arizona
$26.5M -$2.74M 1 0.11% Reduced
712
Sterling Capital Management
Sterling Capital Management
North Carolina
$26.4M -$2.25M 39 0.45% Reduced
713
Evergreen Capital Management
Evergreen Capital Management
Washington
$26.4M +$8.55M 18 0.46% Increased
714
GIP
Gavilan Investment Partners
California
$26.3M $0 1 6.39% Maintained
715
Mattern Capital Management
Mattern Capital Management
Colorado
$26.2M +$1.84M 3 3.06% Increased
716
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$26.2M -$2.78M 12 0.5% Reduced
717
Blue Grotto Capital
Blue Grotto Capital
Georgia
$26.1M +$34.9M 1 2.18% New
718
Harbor Capital Advisors
Harbor Capital Advisors
Illinois
$26.1M +$1.99M 20 1.78% Increased
719
RP
Ravenswood Partners
Virginia
$25.8M -$120K 3 8.26% Reduced
720
GPC
Gallatin Point Capital
Connecticut
$25.8M $0 1 7.76% Maintained
721
Callan Family Office
Callan Family Office
Pennsylvania
$25.7M -$1.69M 15 0.5% Reduced
722
Crosslink Capital
Crosslink Capital
California
$25.6M +$138K 1 1.89% Increased
723
Granahan Investment Management
Granahan Investment Management
Massachusetts
$25.5M +$13.2M 2 0.91% Increased
724
Vise Technologies
Vise Technologies
New York
$25.5M +$12.2M 15 0.29% Increased
725
IP
Interval Partners
New York
$25.5M +$11.6M 1 0.66% Increased