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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	$9.26B	$0	1	67.85%	Maintained
2	Vanguard Group Malvern, Pennsylvania	$7.79B	+$144M	23	0.53%	Increased
3	Fidelity Investments Boston, Massachusetts	$4.48B	-$371M	20	0.57%	Reduced
4	State Street Boston, Massachusetts	$4.42B	-$164M	21	0.47%	Reduced
5	T. Rowe Price Associates Baltimore, Maryland	$4.09B	+$93.8M	17	0.84%	Increased
6	BlackRock Institutional Trust San Francisco, California	$3.14B	+$912K	24	0.51%	Increased
7	BlackRock Fund Advisors San Francisco, California	$2.53B	+$31.7M	22	0.61%	Increased
8	Bank of New York Mellon New York	$2.5B	-$157M	21	0.69%	Reduced
9	Northern Trust Chicago, Illinois	$1.62B	+$451K	22	0.49%	Increased
10	Wellington Management Group Boston, Massachusetts	$1.51B	-$182M	14	0.39%	Reduced
11	JP Morgan Chase New York	$1.42B	+$16.9M	17	0.34%	Increased
12	Capital Research Global Investors Los Angeles, California	$1.29B	-$517M	3	0.43%	Reduced
13	Invesco Atlanta, Georgia	$1.13B	-$4.47M	22	0.44%	Reduced
14	Goldman Sachs New York	$1.07B	+$180M	23	0.33%	Increased
15	TIAA CREF Investment Management New York	$1.06B	+$66.9M	20	0.75%	Increased
16	Capital World Investors Los Angeles, California	$1.04B	+$1.74M	4	0.28%	Increased
17	Silver Lake Group Menlo Park, California	$1.04B	+$996M	1	13.77%	New
18	Massachusetts Financial Services Boston, Massachusetts	$1.03B	+$284M	6	0.52%	Increased
19	BlackRock Group London, United Kingdom	$973M	+$28.4M	20	0.53%	Increased
20	Wells Fargo San Francisco, California	$940M	+$62.6M	24	0.36%	Increased
21	Dimensional Fund Advisors Austin, Texas	$933M	+$51.4M	17	0.57%	Increased
22	Managed Account Advisors Jersey City, New Jersey	$902M	+$4.83M	16	0.74%	Increased
23	Geode Capital Management Boston, Massachusetts	$893M	+$28.9M	21	0.51%	Increased
24	Norges Bank Oslo, Norway	$891M	+$21.8M	17	0.45%	Increased
25	Bank of America Charlotte, North Carolina	$886M	-$15.8M	25	0.29%	Reduced