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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
201
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$216M +$88.8M 24 0.32% Increased
202
Aberdeen Group
Aberdeen Group
United Kingdom
$216M -$2.5M 10 0.3% Reduced
203
Confluence Investment Management
Confluence Investment Management
Missouri
$215M -$11.4M 5 3.35% Reduced
204
Corient Private Wealth
Corient Private Wealth
Florida
$215M +$2.74M 30 0.3% Increased
205
Vanguard Investments Australia
Vanguard Investments Australia
Australia
$214M -$123K 30 0.53% Reduced
206
Fisher Asset Management
Fisher Asset Management
Washington
$211M -$444M 7 0.06% Reduced
207
Rathbones Group
Rathbones Group
United Kingdom
$209M -$86.9M 6 0.77% Reduced
208
William Blair & Company
William Blair & Company
Illinois
$207M -$17.8M 16 0.54% Reduced
209
VOYA Investment Management
VOYA Investment Management
Georgia
$205M -$71.3M 30 0.18% Reduced
210
Vontobel Holding
Vontobel Holding
Switzerland
$205M -$60.1M 12 0.65% Reduced
211
Hyperion Asset Management
Hyperion Asset Management
Australia
$204M -$26.8M 1 5.4% Reduced
212
Swiss Life Asset Management
Swiss Life Asset Management
$202M -$17.5M 20 0.84% Reduced
213
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$199M -$14.7M 3 4.55% Reduced
214
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$199M +$26.3M 16 0.52% Increased
215
MUFG Securities (Canada)
MUFG Securities (Canada)
New York
$197M -$10.6M 1 5.31% Reduced
216
Royce & Associates
Royce & Associates
New York
$195M +$21.8M 14 1.57% Increased
217
Third Point
Third Point
New York
$194M +$180M 1 4.16% New
218
Adage Capital Partners
Adage Capital Partners
Massachusetts
$192M -$7.13M 7 0.27% Reduced
219
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$191M -$24.3M 39 0.09% Reduced
220
NEOS Investment Management
NEOS Investment Management
Connecticut
$191M +$20.5M 9 0.7% Increased
221
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$187M +$53.2M 13 3.52% Increased
222
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$187M -$18.5M 22 0.55% Reduced
223
Mariner
Mariner
Kansas
$187M -$1.09M 32 0.2% Reduced
224
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$186M +$20.8M 2 1.64% Increased
225
AssetMark Inc
AssetMark Inc
California
$184M -$9.64M 22 0.32% Reduced