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Buy Now Pay Later

Buy now pay later splits a purchase into instalments at the checkout, funded by the provider and paid for by the merchant. It competes with credit cards for younger shoppers, and carries credit risk that only shows up in a downturn.

13 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1	Tiger Global Management New York	$830M	$0	1	6.55%	Maintained
2	BlackRock New York	$471M	-$3.51M	3	0.02%	Reduced
3	Vanguard Group Malvern, Pennsylvania	$336M	+$2.03M	2	0.01%	Increased
4	FP FFL Partners San Francisco, California	$186M	+$185M	1	64.67%	New
5	Fidelity Investments Boston, Massachusetts	$176M	+$22.8M	2	0.02%	Increased
6	Fiduciary Management Inc Milwaukee, Wisconsin	$152M	-$31.1M	1	0.94%	Reduced
7	Dimensional Fund Advisors Austin, Texas	$151M	-$5.25M	2	0.06%	Reduced
8	William Blair Investment Management Chicago, Illinois	$149M	-$3.74M	2	0.58%	Reduced
9	Genesis Asset Managers Guernsey, Channel Islands, United Kingdom	$119M	-$6.22M	1	4.35%	Reduced
10	Wellington Management Group Boston, Massachusetts	$110M	-$7.4M	4	0.02%	Reduced
11	State Street Boston, Massachusetts	$107M	+$11.4M	2	0.01%	Increased
12	EC Engaged Capital Newport Beach, California	$99.7M	$0	1	12.65%	Maintained
13	EARNEST Partners Atlanta, Georgia	$93.2M	-$5.95M	1	0.89%	Reduced
14	General Atlantic New York	$87.3M	$0	1	5.89%	Maintained
15	Vaughan Nelson Investment Management Houston, Texas	$76.4M	-$2.04M	1	0.89%	Reduced
16	Norges Bank Oslo, Norway	$71.5M	-$397K	4	0.03%	Reduced
17	JP Morgan Chase New York	$68.4M	-$3.02M	3	0.01%	Reduced
18	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$68.2M	+$9.85M	2	8.86%	Increased
19	Cooke & Bieler Philadelphia, Pennsylvania	$66.3M	-$6.67M	1	1.2%	Reduced
20	Capital World Investors Los Angeles, California	$56.3M	+$12.6M	1	0.01%	Increased
21	Boston Partners Boston, Massachusetts	$53.9M	-$14.1M	1	0.06%	Reduced
22	Bank of New York Mellon New York	$53.6M	-$2.83M	2	0.01%	Reduced
23	Ameriprise Minneapolis, Minnesota	$53M	+$2.79M	3	0.02%	Increased
24	Northern Trust Chicago, Illinois	$47.8M	-$836K	3	0.01%	Reduced
25	Royal Bank of Canada Toronto, Ontario, Canada	$46.3M	-$774K	2	0.02%	Reduced