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
| $9.83B | +$467M | 26 | 0.61% | Increased |
|
| 2 |
Loews Corp
New York
| $7.62B | $0 | 1 | 62.36% | Maintained |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $5.42B | +$480M | 22 | 0.74% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $4.93B | -$15.6M | 23 | 0.53% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $4.31B | +$74.8M | 20 | 0.91% | Increased |
|
| 6 |
BlackRock Institutional Trust
San Francisco,
California
| $3.74B | +$130M | 26 | 0.61% | Increased |
|
| 7 |
Capital World Investors
Los Angeles,
California
| $3.54B | +$48.9M | 5 | 0.95% | Increased |
|
| 8 |
BlackRock Fund Advisors
San Francisco,
California
| $3.04B | -$91.2M | 25 | 0.67% | Reduced |
|
| 9 |
Wellington Management Group
Boston,
Massachusetts
| $2.69B | +$423M | 19 | 0.69% | Increased |
|
| 10 |
Bank of New York Mellon
New York
| $2.38B | +$8.24M | 25 | 0.73% | Increased |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $1.82B | +$14.1M | 24 | 0.59% | Increased |
|
| 12 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.67B | +$145M | 6 | 0.84% | Increased |
|
| 13 |
JP Morgan Chase
New York
| $1.57B | +$261M | 24 | 0.39% | Increased |
|
| 14 |
Invesco
Atlanta,
Georgia
| $1.55B | +$27.8M | 23 | 0.57% | Increased |
|
| 15 |
Bank of America
Charlotte,
North Carolina
| $1.52B | +$92.8M | 27 | 0.35% | Increased |
|
| 16 |
Capital Research Global Investors
Los Angeles,
California
| $1.4B | -$23.5M | 2 | 0.48% | Reduced |
|
| 17 |
BlackRock Group
London,
United Kingdom
| $1.32B | +$80.5M | 23 | 0.69% | Increased |
|
| 18 |
Goldman Sachs
New York
| $1.3B | -$22.8M | 23 | 0.42% | Reduced |
|
| 19 |
Wells Fargo
San Francisco,
California
| $1.26B | -$57.1M | 25 | 0.49% | Reduced |
|
| 20 |
Janus Henderson Investors US
Denver,
Colorado
| $1.15B | +$68.2M | 8 | 0.98% | Increased |
|
| 21 |
Dimensional Fund Advisors
Austin,
Texas
| $1.15B | +$21.9M | 18 | 0.66% | Increased |
|
| 22 |
TIAA CREF Investment Management
New York
| $1.14B | -$47.4M | 22 | 0.88% | Reduced |
|
| 23 |
Geode Capital Management
Boston,
Massachusetts
| $1.14B | +$55.8M | 24 | 0.62% | Increased |
|
| 24 |
Norges Bank
Oslo,
Norway
| $1.07B | +$24.7M | 17 | 0.51% | Increased |
|
| 25 |
Silver Lake Group
Menlo Park,
California
| $992M | -$154M | 1 | 20.72% | Reduced |
|