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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
51	Nuveen Charlotte, North Carolina	$1.5B	-$648M	41	0.36%	Reduced
52	National Bank of Canada Montreal, Quebec, Canada	$1.43B	-$209M	20	1.03%	Reduced
53	Jane Street New York	$1.42B	+$852M	27	0.12%	Increased
54	Barclays London, United Kingdom	$1.37B	-$289M	43	0.26%	Reduced
55	1832 Asset Management Toronto, Ontario, Canada	$1.36B	-$168M	6	0.68%	Reduced
56	BAMCO Inc New York	$1.33B	+$700M	4	2%	Increased
57	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.31B	+$15.9M	34	1.02%	Increased
58	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.3B	-$33M	12	0.74%	Reduced
59	Swiss National Bank Zurich, Switzerland	$1.28B	-$82.7M	29	0.67%	Reduced
60	Millennium Management New York	$1.26B	+$389M	37	0.46%	Increased
61	Sands Capital Management Arlington, Virginia	$1.25B	-$185M	2	4.66%	Reduced
62	TD Asset Management Toronto, Ontario, Canada	$1.24B	-$85M	14	1.08%	Reduced
63	Nordea Investment Management Stockholm, Sweden	$1.23B	+$28.8M	13	1%	Increased
64	BNP Paribas Financial Markets Paris, France	$1.22B	+$231M	43	0.42%	Increased
65	Vanguard Global Advisers Malvern, Pennsylvania	$1.21B	+$30.5M	41	0.57%	Increased
66	BNP Paribas Asset Management Paris, France	$1.1B	+$153M	26	1.1%	Increased
67	American Century Companies Kansas City, Missouri	$1.1B	+$195M	34	0.49%	Increased
68	Qube Research & Technologies (QRT) London, United Kingdom	$1.06B	+$496M	20	0.98%	Increased
69	Principal Financial Group Des Moines, Iowa	$1.03B	+$125M	27	0.51%	Increased
70	CIBC World Market Toronto, Ontario, Canada	$1.01B	-$41.7M	12	1.63%	Reduced
71	Raymond James Financial St Petersburg, Florida	$964M	-$75M	30	0.26%	Reduced
72	Capital Research Global Investors Los Angeles, California	$940M	-$741M	2	0.13%	Reduced
73	Envestnet Asset Management Chicago, Illinois	$922M	-$199M	23	0.22%	Reduced
74	Point72 Asset Management Stamford, Connecticut	$913M	-$185M	23	1.01%	Reduced
75	AG Atairos Group Bryn Mawr, Pennsylvania	$895M	$0	1	50.98%	Maintained