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
| $13B | +$481M | 26 | 0.64% | Increased |
|
| 2 |
Loews Corp
New York
| $11.8B | $0 | 1 | 76.47% | Maintained |
|
| 3 |
BlackRock
New York
| $11.8B | -$91.9M | 27 | 0.63% | Reduced |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| $8.02B | +$768M | 19 | 1.44% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $6.56B | +$93.7M | 19 | 0.81% | Increased |
|
| 6 |
State Street
Boston,
Massachusetts
| $6.12B | -$95.2M | 24 | 0.54% | Reduced |
|
| 7 |
Capital World Investors
Los Angeles,
California
| $3.64B | -$379M | 7 | 0.86% | Reduced |
|
| 8 |
Wellington Management Group
Boston,
Massachusetts
| $3.01B | +$26.1M | 20 | 0.71% | Increased |
|
| 9 |
JP Morgan Chase
New York
| $2.79B | +$370M | 25 | 0.64% | Increased |
|
| 10 |
Bank of New York Mellon
New York
| $2.66B | -$263M | 25 | 0.75% | Reduced |
|
| 11 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.98B | +$22M | 8 | 0.88% | Increased |
|
| 12 |
Goldman Sachs
New York
| $1.98B | +$63.1M | 26 | 0.51% | Increased |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $1.97B | -$942K | 26 | 0.55% | Reduced |
|
| 14 |
Invesco
Atlanta,
Georgia
| $1.94B | -$58.1M | 24 | 0.6% | Reduced |
|
| 15 |
Geode Capital Management
Boston,
Massachusetts
| $1.57B | +$42.3M | 26 | 0.62% | Increased |
|
| 16 |
Norges Bank
Oslo,
Norway
| $1.49B | +$94M | 18 | 0.59% | Increased |
|
| 17 |
Dimensional Fund Advisors
Austin,
Texas
| $1.47B | -$7.13M | 21 | 0.68% | Reduced |
|
| 18 |
Bank of America
Charlotte,
North Carolina
| $1.42B | -$64.7M | 27 | 0.28% | Reduced |
|
| 19 |
Wells Fargo
San Francisco,
California
| $1.34B | +$24.2M | 27 | 0.43% | Increased |
|
| 20 |
TIAA CREF Investment Management
New York
| $1.19B | +$51.1M | 23 | 0.84% | Increased |
|
| 21 |
Janus Henderson Group
London,
| $1.17B | +$993M | 10 | 0.79% | Increased |
|
| 22 |
Morgan Stanley
New York
| $969M | -$83.3M | 28 | 0.29% | Reduced |
|
| 23 |
Silver Lake Group
Menlo Park,
California
| $920M | -$406M | 1 | 26.44% | Reduced |
|
| 24 |
Franklin Resources
San Mateo,
California
| $836M | +$50.5M | 12 | 0.42% | Increased |
|
| 25 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $824M | +$109M | 26 | 0.43% | Increased |
|