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
New York
| $9.8B | $0 | 1 | 57.72% | Maintained |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $5.82B | +$128M | 19 | 0.46% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $3.93B | -$10.4M | 17 | 0.42% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $3.73B | +$78.2M | 15 | 0.5% | Increased |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.78B | +$74M | 15 | 0.6% | Increased |
|
| 6 |
BlackRock Institutional Trust
San Francisco,
California
| $2.65B | +$41.8M | 20 | 0.44% | Increased |
|
| 7 |
Bank of New York Mellon
New York
| $2.49B | -$89.1M | 17 | 0.67% | Reduced |
|
| 8 |
BlackRock Fund Advisors
San Francisco,
California
| $1.93B | +$13.9M | 19 | 0.54% | Increased |
|
| 9 |
Capital Research Global Investors
Los Angeles,
California
| $1.5B | +$17.7M | 2 | 0.52% | Increased |
|
| 10 |
JP Morgan Chase
New York
| $1.4B | +$210M | 16 | 0.35% | Increased |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $1.32B | -$55.2M | 19 | 0.41% | Reduced |
|
| 12 |
Norges Bank
Oslo,
Norway
| $1.28B | +$589M | 14 | 0.35% | Increased |
|
| 13 |
Wellington Management Group
Boston,
Massachusetts
| $1.16B | -$57.3M | 11 | 0.31% | Reduced |
|
| 14 |
TIAA CREF Investment Management
New York
| $924M | -$35.6M | 18 | 0.64% | Reduced |
|
| 15 |
General Atlantic
New York
| $907M | -$21.5M | 2 | 32.66% | Reduced |
|
| 16 |
Primecap Management
Pasadena,
California
| $890M | -$10.6M | 1 | 0.97% | Reduced |
|
| 17 |
Invesco
Atlanta,
Georgia
| $879M | -$40.9M | 15 | 0.35% | Reduced |
|
| 18 |
Capital World Investors
Los Angeles,
California
| $863M | -$172M | 3 | 0.24% | Reduced |
|
| 19 |
Bank of America
Charlotte,
North Carolina
| $851M | +$86.6M | 20 | 0.27% | Increased |
|
| 20 |
Neuberger Berman Group
New York
| $822M | +$58.2M | 10 | 0.8% | Increased |
|
| 21 |
BlackRock Group
London,
United Kingdom
| $805M | +$17.4M | 17 | 0.46% | Increased |
|
| 22 |
Wells Fargo
San Francisco,
California
| $747M | -$136M | 19 | 0.31% | Reduced |
|
| 23 |
Longview Partners
St Peter Port,
Guernsey
| $705M | -$15.6M | 1 | 5.57% | Reduced |
|
| 24 |
Dimensional Fund Advisors
Austin,
Texas
| $687M | +$42.5M | 14 | 0.48% | Increased |
|
| 25 |
Goldman Sachs
New York
| $680M | +$21.1M | 18 | 0.21% | Increased |
|