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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
101
CAM
Contour Asset Management
New York
$677M +$189M 2 16.03% Increased
102
Silver Lake Group
Silver Lake Group
California
$675M $0 1 14.74% Maintained
103
LSV Asset Management
LSV Asset Management
Illinois
$669M +$116M 14 1.21% Increased
104
ClearBridge Investments
ClearBridge Investments
New York
$666M -$323M 6 0.55% Reduced
105
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$664M +$202M 14 0.77% Increased
106
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$657M -$69.7M 5 0.43% Reduced
107
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$653M +$26.5M 27 0.36% Increased
108
Pacer Advisors
Pacer Advisors
Pennsylvania
$647M +$190M 19 1.65% Increased
109
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$646M -$16.2M 40 0.49% Reduced
110
Ninety One (UK)
Ninety One (UK)
United Kingdom
$643M +$171M 3 1.44% Increased
111
SEI Investments
SEI Investments
Pennsylvania
$635M -$167M 35 0.56% Reduced
112
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$625M +$23.1M 14 1.37% Increased
113
LPL Financial
LPL Financial
California
$606M +$6.95M 32 0.14% Increased
114
California Public Employees Retirement System
California Public Employees Retirement System
California
$585M -$95.9M 17 0.33% Reduced
115
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$565M +$72.5M 6 1.65% Increased
116
Neuberger Berman Group
Neuberger Berman Group
New York
$558M -$124M 24 0.37% Reduced
117
Lazard Asset Management
Lazard Asset Management
New York
$546M -$103M 24 0.83% Reduced
118
Artisan Partners
Artisan Partners
Wisconsin
$538M -$68M 4 0.85% Reduced
119
First Eagle Investment Management
First Eagle Investment Management
New York
$533M +$188M 1 0.88% Increased
120
Allianz Asset Management
Allianz Asset Management
Germany
$528M +$161M 18 0.43% Increased
121
Acadian Asset Management
Acadian Asset Management
Massachusetts
$525M +$47.6M 24 0.62% Increased
122
Polen Capital Management
Polen Capital Management
Florida
$523M -$210M 1 4.5% Reduced
123
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia)
Georgia
$517M -$9.79M 8 3.53% Reduced
124
Squarepoint
Squarepoint
New York
$509M +$340M 30 0.56% Increased
125
Pictet Asset Management
Pictet Asset Management
Switzerland
$505M -$196M 28 0.48% Reduced