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
| $18.4B | +$462M | 29 | 0.77% | Increased |
|
| 2 |
BlackRock
New York
| $15.9B | +$776M | 29 | 0.73% | Increased |
|
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
| $12.2B | -$1.2B | 25 | 1.86% | Reduced |
|
| 4 |
Loews Corp
New York
| $11.1B | $0 | 1 | 75.53% | Maintained |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $9.26B | -$516M | 22 | 1.07% | Reduced |
|
| 6 |
State Street
Boston,
Massachusetts
| $7.3B | +$9.86M | 26 | 0.61% | Increased |
|
| 7 |
Capital World Investors
Los Angeles,
California
| $6.22B | +$239M | 8 | 1.33% | Increased |
|
| 8 |
JP Morgan Chase
New York
| $4.07B | +$310M | 30 | 0.84% | Increased |
|
| 9 |
Wellington Management Group
Boston,
Massachusetts
| $3.52B | -$368M | 25 | 0.78% | Reduced |
|
| 10 |
Massachusetts Financial Services
Boston,
Massachusetts
| $3.03B | +$44.8M | 11 | 1.3% | Increased |
|
| 11 |
Bank of New York Mellon
New York
| $2.86B | -$170M | 26 | 0.78% | Reduced |
|
| 12 |
Invesco
Atlanta,
Georgia
| $2.72B | +$348M | 28 | 0.9% | Increased |
|
| 13 |
Goldman Sachs
New York
| $2.64B | +$38.4M | 29 | 0.71% | Increased |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $2.59B | +$48.3M | 27 | 0.66% | Increased |
|
| 15 |
Geode Capital Management
Boston,
Massachusetts
| $2.49B | +$108M | 26 | 0.76% | Increased |
|
| 16 |
Norges Bank
Oslo,
Norway
| $1.99B | +$9.31M | 20 | 0.68% | Increased |
|
| 17 |
Bank of America
Charlotte,
North Carolina
| $1.92B | -$331M | 29 | 0.32% | Reduced |
|
| 18 |
Janus Henderson Group
London,
| $1.72B | +$245M | 16 | 0.98% | Increased |
|
| 19 |
Dimensional Fund Advisors
Austin,
Texas
| $1.72B | +$9M | 24 | 0.68% | Increased |
|
| 20 |
Franklin Resources
San Mateo,
California
| $1.54B | +$55.5M | 11 | 0.79% | Increased |
|
| 21 |
TIAA CREF Investment Management
New York
| $1.54B | -$29M | 27 | 1.04% | Reduced |
|
| 22 |
Wells Fargo
San Francisco,
California
| $1.5B | +$10.6M | 28 | 0.44% | Increased |
|
| 23 |
Morgan Stanley
New York
| $1.28B | +$20.3M | 30 | 0.35% | Increased |
|
| 24 |
Ameriprise
Minneapolis,
Minnesota
| $1.21B | -$79.3M | 23 | 0.53% | Reduced |
|
| 25 |
Capital International Investors
Los Angeles,
California
| $1.19B | -$129K | 2 | 1.35% | Reduced |
|