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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
76
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$874M -$41.4M 27 1.66% Reduced
77
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$872M +$295M 37 0.07% Increased
78
Jennison Associates
Jennison Associates
New York
$871M -$1.11B 4 0.52% Reduced
79
Jupiter Topco
Jupiter Topco
New York
$870M +$844M 28 0.35% New
80
PE
PSG Equity
Massachusetts
$860M $0 1 100% Maintained
81
Russell Investments Group
Russell Investments Group
United Kingdom
$860M +$74.8M 42 0.75% Increased
82
Pzena Investment Management
Pzena Investment Management
New York
$849M +$4.99M 2 2.49% Increased
83
Citigroup
Citigroup
New York
$846M +$105M 44 0.28% Increased
84
Iconiq Capital
Iconiq Capital
California
$838M -$258M 3 24.12% Reduced
85
HSBC Holdings
HSBC Holdings
United Kingdom
$833M +$95.3M 30 0.35% Increased
86
Vanguard Asset Management
Vanguard Asset Management
$819M +$84.8M 32 0.55% Increased
87
SG Americas Securities
SG Americas Securities
New York
$810M +$451M 30 0.45% Increased
88
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$798M $0 1 0.55% Maintained
89
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$792M +$63.9M 10 1.13% Increased
90
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$787M -$171M 13 2.44% Reduced
91
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$785M +$227M 2 2.4% Increased
92
ARK Investment Management
ARK Investment Management
Florida
$762M -$914K 3 4.95% Reduced
93
Marshall Wace
Marshall Wace
United Kingdom
$756M +$26.3M 32 0.6% Increased
94
Glenview Capital Management
Glenview Capital Management
New York
$737M +$164M 2 13.42% Increased
95
Quantinno Capital Management
Quantinno Capital Management
New York
$732M +$243M 37 0.88% Increased
96
Renaissance Technologies
Renaissance Technologies
New York
$728M +$147M 22 1% Increased
97
NMO
Newlands Management Operations
Texas
$722M $0 1 4.36% Maintained
98
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$709M -$9.03M 3 9.15% Reduced
99
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$692M +$139M 18 0.85% Increased
100
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$681M +$77.8M 14 1.03% Increased