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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
26	Arrowstreet Capital Boston, Massachusetts	$3.13B	+$732M	29	1.39%	Increased
27	Vanguard Fiduciary Trust Malvern, Pennsylvania	$3.11B	-$30.5M	42	0.69%	Reduced
28	UBS Group Zurich, Switzerland	$3.09B	-$167M	46	0.39%	Reduced
29	AQR Capital Management Greenwich, Connecticut	$2.94B	+$1.12B	41	1.03%	Increased
30	UBS AM Chicago, Illinois	$2.88B	+$179M	40	0.52%	Increased
31	Legal & General Group London, United Kingdom	$2.59B	-$158M	41	0.54%	Reduced
32	Bank of New York Mellon New York	$2.56B	-$158M	41	0.42%	Reduced
33	Dodge & Cox San Francisco, California	$2.46B	-$3.69M	1	1.29%	Reduced
34	Harris Associates Chicago, Illinois	$2.45B	+$229M	3	3.25%	Increased
35	Franklin Resources San Mateo, California	$2.36B	-$382M	37	0.51%	Reduced
36	Loomis, Sayles & Company Boston, Massachusetts	$2.32B	+$2.6M	10	2.91%	Increased
37	Wellington Management Group Boston, Massachusetts	$2.23B	-$306M	20	0.38%	Reduced
38	First Trust Advisors Wheaton, Illinois	$2.18B	+$334M	28	1.28%	Increased
39	Citadel Advisors Miami, Florida	$2.16B	+$370M	41	0.25%	Increased
40	Amundi Paris, France	$2.12B	+$23.2M	26	0.51%	Increased
41	Bank of Montreal Toronto, Ontario, Canada	$1.95B	+$126M	23	0.64%	Increased
42	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.91B	+$157M	40	0.55%	Increased
43	Federated Hermes Pittsburgh, Pennsylvania	$1.86B	+$389M	28	2.68%	Increased
44	AllianceBernstein Nashville, Tennessee	$1.79B	-$442M	40	0.59%	Reduced
45	Massachusetts Financial Services Boston, Massachusetts	$1.72B	-$20.6M	12	0.55%	Reduced
46	Two Sigma Investments New York	$1.67B	+$933M	39	1.21%	Increased
47	Victory Capital Management San Antonio, Texas	$1.67B	+$307M	29	0.94%	Increased
48	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.59B	+$182M	26	0.88%	Increased
49	Wells Fargo San Francisco, California	$1.56B	-$253M	43	0.25%	Reduced
50	D.E. Shaw & Co New York	$1.54B	+$725M	31	0.73%	Increased