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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
1
Loews Corp
Loews Corp
New York
$7.91B +$8.06B 1 47.26% New
2
Vanguard Group
Vanguard Group
Pennsylvania
$4.27B +$4.25B 17 0.45% New
3
Fidelity Investments
Fidelity Investments
Massachusetts
$3.3B +$3.3B 13 0.54% New
4
State Street
State Street
Massachusetts
$3.24B +$3.21B 16 0.42% New
5
Bank of New York Mellon
Bank of New York Mellon
New York
$2.19B +$2.18B 15 0.69% New
6
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$2.17B +$2.16B 17 0.44% New
7
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.06B +$2.07B 12 0.55% New
8
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$1.47B +$1.48B 15 0.54% New
9
Capital Research Global Investors
Capital Research Global Investors
California
$1.13B +$1.12B 3 0.48% New
10
Northern Trust
Northern Trust
Illinois
$1.11B +$1.1B 16 0.4% New
11
JP Morgan Chase
JP Morgan Chase
New York
$1.11B +$1.08B 14 0.35% New
12
Primecap Management
Primecap Management
California
$1.03B +$1.02B 1 1.47% New
13
Wellington Management Group
Wellington Management Group
Massachusetts
$887M +$861M 12 0.29% New
14
Invesco
Invesco
Georgia
$819M +$822M 15 0.38% New
15
Capital World Investors
Capital World Investors
California
$805M +$814M 2 0.26% New
16
Wells Fargo
Wells Fargo
California
$756M +$755M 17 0.39% New
17
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$741M +$729M 15 0.6% New
18
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$736M +$732M 7 0.77% New
19
Macquarie Group
Macquarie Group
Australia
$658M +$654M 9 1.44% New
20
Norges Bank
Norges Bank
Norway
$643M +$638M 12 0.4% New
21
Goldman Sachs
Goldman Sachs
New York
$639M +$623M 15 0.25% New
22
Viking Global Investors
Viking Global Investors
Connecticut
$610M +$628M 1 3.39% New
23
BlackRock Group
BlackRock Group
United Kingdom
$584M +$578M 14 0.44% New
24
Ameriprise
Ameriprise
Minnesota
$580M +$575M 16 0.4% New
25
Bank of America
Bank of America
North Carolina
$550M +$550M 17 0.23% New