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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
Vanguard Group
Pennsylvania
$9.87B +$221M 26 0.58% Increased
2
Loews Corp
Loews Corp
New York
$8.35B $0 1 67.46% Maintained
3
Fidelity Investments
Fidelity Investments
Massachusetts
$5.33B -$259M 22 0.71% Reduced
4
State Street
State Street
Massachusetts
$5.12B +$308M 23 0.52% Increased
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.33B +$153M 18 0.87% Increased
6
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$3.62B -$50.5M 26 0.56% Reduced
7
Capital World Investors
Capital World Investors
California
$3.5B +$8.23M 5 0.91% Increased
8
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$3.07B +$83.5M 25 0.63% Increased
9
Wellington Management Group
Wellington Management Group
Massachusetts
$2.68B -$85.9M 19 0.67% Reduced
10
Bank of New York Mellon
Bank of New York Mellon
New York
$2.35B +$8.94M 24 0.7% Increased
11
JP Morgan Chase
JP Morgan Chase
New York
$2.02B +$429M 25 0.5% Increased
12
Northern Trust
Northern Trust
Illinois
$1.8B +$2.61M 25 0.56% Increased
13
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.68B +$55.4M 7 0.82% Increased
14
Invesco
Invesco
Georgia
$1.57B +$62.3M 23 0.54% Increased
15
Goldman Sachs
Goldman Sachs
New York
$1.52B +$237M 23 0.46% Increased
16
Bank of America
Bank of America
North Carolina
$1.51B +$20.6M 26 0.33% Increased
17
Capital Research Global Investors
Capital Research Global Investors
California
$1.38B -$60.6K 2 0.46% Reduced
18
BlackRock Group
BlackRock Group
United Kingdom
$1.32B +$22M 23 0.66% Increased
19
Wells Fargo
Wells Fargo
California
$1.23B -$65M 25 0.46% Reduced
20
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.16B +$8.9M 19 0.63% Increased
21
Geode Capital Management
Geode Capital Management
Massachusetts
$1.15B +$30.7M 25 0.58% Increased
22
Silver Lake Group
Silver Lake Group
California
$1.1B $0 1 22.71% Maintained
23
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$1.06B -$67.8M 22 0.67% Reduced
24
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$1.06B -$62.3M 8 0.9% Reduced
25
Norges Bank
Norges Bank
Norway
$1.01B +$727K 19 0.48% Increased