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 | |
|---|---|---|---|---|---|---|---|
| 1 |
BlackRock
New York
| $31.3B | +$185M | 43 | 0.47% | Increased |
|
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
| $23.3B | -$105M | 43 | 0.5% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $14.6B | +$259M | 43 | 0.43% | Increased |
|
| 4 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| $14.1B | -$100M | 39 | 0.63% | Reduced |
|
| 5 |
Loews Corp
New York
| $12.1B | $0 | 1 | 96.43% | Maintained |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $11.7B | +$221M | 41 | 0.51% | Increased |
|
| 7 |
Invesco
Atlanta,
Georgia
| $11B | -$25M | 39 | 0.87% | Reduced |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $10.6B | +$387M | 44 | 0.57% | Increased |
|
| 9 |
Capital International Investors
Los Angeles,
California
| $9.89B | +$346M | 4 | 2.05% | Increased |
|
| 10 |
Morgan Stanley
New York
| $9.47B | -$278M | 46 | 0.5% | Reduced |
|
| 11 |
T. Rowe Price Associates
Baltimore,
Maryland
| $8.07B | -$1.44B | 39 | 0.81% | Reduced |
|
| 12 |
Capital World Investors
Los Angeles,
California
| $6.43B | +$225M | 4 | 0.76% | Increased |
|
| 13 |
Norges Bank
Oslo,
Norway
| $6.07B | +$6.49B | 25 | 0.61% | New |
|
| 14 |
JP Morgan Chase
New York
| $5.27B | -$3.31B | 44 | 0.29% | Reduced |
|
| 15 |
Bank of America
Charlotte,
North Carolina
| $4.76B | +$195M | 43 | 0.31% | Increased |
|
| 16 |
Goldman Sachs
New York
| $4.68B | +$222M | 43 | 0.41% | Increased |
|
| 17 |
Mitsui Sumitomo Insurance
Tokyo,
Japan
| $4.15B | $0 | 1 | 100% | Maintained |
|
| 18 |
Fidelity International
Hamilton,
Bermuda
| $4.07B | +$1.27B | 13 | 2.92% | Increased |
|
| 19 |
Charles Schwab
San Francisco,
California
| $3.92B | +$216M | 41 | 0.52% | Increased |
|
| 20 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3.75B | +$189M | 42 | 0.56% | Increased |
|
| 21 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $3.72B | -$65.9M | 5 | 3.38% | Reduced |
|
| 22 |
Northern Trust
Chicago,
Illinois
| $3.61B | -$197M | 42 | 0.42% | Reduced |
|
| 23 |
Ameriprise
Minneapolis,
Minnesota
| $3.42B | +$518M | 33 | 0.69% | Increased |
|
| 24 |
Dimensional Fund Advisors
Austin,
Texas
| $3.21B | -$55.1M | 34 | 0.58% | Reduced |
|
| 25 |
GTCR LLC
Chicago,
Illinois
| $3.14B | $0 | 1 | 80.36% | Maintained |
|