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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 New York	$9.22B	$0	1	62.59%	Maintained
2	Vanguard Group Malvern, Pennsylvania	$6.19B	+$190M	20	0.48%	Increased
3	State Street Boston, Massachusetts	$4.13B	+$46.1M	18	0.44%	Increased
4	Fidelity Investments Boston, Massachusetts	$4.05B	+$240M	15	0.55%	Increased
5	T. Rowe Price Associates Baltimore, Maryland	$3.01B	+$109M	15	0.66%	Increased
6	BlackRock Institutional Trust San Francisco, California	$2.69B	-$42.7M	20	0.45%	Reduced
7	Bank of New York Mellon New York	$2.56B	-$43.1M	17	0.7%	Reduced
8	BlackRock Fund Advisors San Francisco, California	$1.99B	+$32.9M	19	0.56%	Increased
9	Capital Research Global Investors Los Angeles, California	$1.63B	$0	2	0.56%	Maintained
10	JP Morgan Chase New York	$1.47B	+$35.7M	16	0.35%	Increased
11	Northern Trust Chicago, Illinois	$1.41B	+$45.9M	19	0.44%	Increased
12	Wellington Management Group Boston, Massachusetts	$1.27B	+$59.2M	12	0.35%	Increased
13	Invesco Atlanta, Georgia	$1.02B	+$93.9M	16	0.41%	Increased
14	TIAA CREF Investment Management New York	$977M	+$6.87M	17	0.69%	Increased
15	Primecap Management Pasadena, California	$946M	-$21.3M	1	1.01%	Reduced
16	Capital World Investors Los Angeles, California	$929M	$0	3	0.26%	Maintained
17	Neuberger Berman Group New York	$859M	-$26M	9	0.88%	Reduced
18	Bank of America Charlotte, North Carolina	$858M	-$40.5M	19	0.28%	Reduced
19	Wells Fargo San Francisco, California	$757M	-$9.75M	19	0.32%	Reduced
20	BlackRock Group London, United Kingdom	$741M	-$98M	17	0.43%	Reduced
21	Longview Partners St Peter Port, Guernsey	$740M	-$15.4M	1	5.88%	Reduced
22	Norges Bank Oslo, Norway	$712M	-$594M	13	0.39%	Reduced
23	Geode Capital Management Boston, Massachusetts	$695M	+$1.91M	18	0.45%	Increased
24	Dimensional Fund Advisors Austin, Texas	$683M	+$10.7M	14	0.48%	Increased
25	JSP Jackson Square Partners Larkspur, California	$661M	-$74.7M	1	2.79%	Reduced