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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	Vanguard Group Malvern, Pennsylvania	$8.95B	+$132M	25	0.58%	Increased
2	Loews Corp New York	$7.81B	+$8.42M	1	64.37%	Increased
3	State Street Boston, Massachusetts	$4.75B	-$59.2M	23	0.51%	Reduced
4	Fidelity Investments Boston, Massachusetts	$4.67B	+$198M	22	0.65%	Increased
5	T. Rowe Price Associates Baltimore, Maryland	$3.99B	-$235M	17	0.85%	Reduced
6	BlackRock Institutional Trust San Francisco, California	$3.42B	-$80.3M	26	0.56%	Reduced
7	Capital World Investors Los Angeles, California	$3.27B	+$920M	7	0.9%	Increased
8	BlackRock Fund Advisors San Francisco, California	$2.91B	-$10.8M	25	0.67%	Reduced
9	Bank of New York Mellon New York	$2.26B	-$96.3M	24	0.68%	Reduced
10	Wellington Management Group Boston, Massachusetts	$2.13B	+$535M	20	0.56%	Increased
11	Northern Trust Chicago, Illinois	$1.72B	+$13.7M	24	0.57%	Increased
12	Invesco Atlanta, Georgia	$1.47B	+$75.5M	22	0.6%	Increased
13	Massachusetts Financial Services Boston, Massachusetts	$1.43B	+$96.6M	6	0.74%	Increased
14	Bank of America Charlotte, North Carolina	$1.38B	-$493M	26	0.34%	Reduced
15	Capital Research Global Investors Los Angeles, California	$1.32B	$0	3	0.46%	Maintained
16	JP Morgan Chase New York	$1.31B	-$211M	24	0.33%	Reduced
17	Goldman Sachs New York	$1.25B	-$101M	20	0.41%	Reduced
18	BlackRock Group London, United Kingdom	$1.22B	+$31M	24	0.66%	Increased
19	Silver Lake Group Menlo Park, California	$1.19B	$0	1	19.79%	Maintained
20	Wells Fargo San Francisco, California	$1.18B	+$22.8M	26	0.47%	Increased
21	TIAA CREF Investment Management New York	$1.12B	-$62.4M	22	0.86%	Reduced
22	Dimensional Fund Advisors Austin, Texas	$1.05B	-$19.1M	17	0.63%	Reduced
23	Geode Capital Management Boston, Massachusetts	$1.03B	+$26.5M	24	0.54%	Increased
24	Janus Henderson Investors US Denver, Colorado	$1.02B	+$119M	8	0.88%	Increased
25	Norges Bank Oslo, Norway	$989M	-$1.31M	18	0.49%	Reduced