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Digital Payments & Fintech

Digital payments replace cash and paper with card, account, and wallet transfers, taking a small share of each one. Volume growth compounds quietly, which is why the established networks are so hard to displace.

148 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
226
Los Angeles Capital Management
Los Angeles Capital Management
California
$1.97B -$495M 57 7.25% Reduced
227
Tredje AP-fonden
Tredje AP-fonden
Sweden
$1.93B +$131M 13 8.72% Increased
228
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$1.88B -$2.13M 17 8.99% Reduced
229
Swiss Life Asset Management
Swiss Life Asset Management
$1.88B +$57.3M 38 7.77% Increased
230
UniSuper Management
UniSuper Management
Australia
$1.88B +$151M 19 9.7% Increased
231
Life Cycle Investment Partners
Life Cycle Investment Partners
$1.87B +$263M 5 8.72% Increased
232
AMF Tjänstepension
AMF Tjänstepension
Sweden
$1.83B -$2.44M 6 10.83% Reduced
233
Polen Capital Management
Polen Capital Management
Florida
$1.79B -$627M 11 15.45% Reduced
234
KeyBank National Association
KeyBank National Association
Ohio
$1.79B -$55.4M 21 5.9% Reduced
235
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.78B +$278M 50 5.43% Increased
236
Resona Asset Management
Resona Asset Management
Japan
$1.77B -$152M 20 8.3% Reduced
237
M&T Bank
M&T Bank
New York
$1.76B -$40.4M 30 5.15% Reduced
238
Cardano Risk Management
Cardano Risk Management
Netherlands
$1.73B -$31.3M 3 13.33% Reduced
239
Commerce Bank
Commerce Bank
Missouri
$1.73B -$26.4M 22 7.6% Reduced
240
Scotia Capital
Scotia Capital
Ontario, Canada
$1.72B -$15.5M 15 6.43% Reduced
241
D1 Capital Partners
D1 Capital Partners
New York
$1.7B -$34.7M 6 4.87% Reduced
242
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.68B +$790K 3 24.31% Increased
243
William Blair Investment Management
William Blair Investment Management
Illinois
$1.68B -$725M 10 5.05% Reduced
244
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.66B -$26.7M 51 0.89% Reduced
245
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.65B +$10.8M 47 8.3% Increased
246
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$1.65B +$1.39M 2 15.94% Increased
247
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$1.64B -$124M 8 16.09% Reduced
248
Calamos Advisors
Calamos Advisors
Illinois
$1.63B -$302M 15 5.43% Reduced
249
Czech National Bank
Czech National Bank
Czech Republic
$1.63B +$64.7M 12 8.86% Increased
250
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$1.62B -$812K 23 7.18% Reduced