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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
276
IFM Investors
IFM Investors
Australia
$1.35B +$127M 18 8.93% Increased
277
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.33B -$137M 9 4.84% Reduced
278
Fundsmith LLP
Fundsmith LLP
United Kingdom
$1.33B +$273M 2 9.76% Increased
279
Aristotle Capital Management
Aristotle Capital Management
California
$1.33B -$73.1M 5 2.79% Reduced
280
Lido Advisors
Lido Advisors
California
$1.32B -$6.27M 27 3.59% Reduced
281
Vinva Investment Management
Vinva Investment Management
Australia
$1.32B +$467M 17 8.74% Increased
282
MML Investors Services
MML Investors Services
Massachusetts
$1.32B +$190M 32 2.68% Increased
283
Gotham Asset Management
Gotham Asset Management
New York
$1.3B +$17.7M 32 3.04% Increased
284
Nissay Asset Management
Nissay Asset Management
Japan
$1.29B -$4.44M 18 5.45% Reduced
285
Woodline Partners
Woodline Partners
California
$1.28B +$112M 19 3.94% Increased
286
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$1.28B +$699M 30 7.62% Increased
287
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$1.27B +$256M 18 3.46% Increased
288
Vontobel Holding
Vontobel Holding
Switzerland
$1.27B -$126M 23 4.04% Reduced
289
ValueAct Holdings
ValueAct Holdings
California
$1.27B +$71.9M 4 22.47% Increased
290
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$1.26B +$144M 19 10.02% Increased
291
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$1.26B -$165M 8 5.46% Reduced
292
Holocene Advisors
Holocene Advisors
New York
$1.25B -$881M 18 2.82% Reduced
293
AssetMark Inc
AssetMark Inc
California
$1.24B +$41.4M 47 2.14% Increased
294
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.24B -$223M 40 6.01% Reduced
295
Pathstone Holdings
Pathstone Holdings
New Jersey
$1.23B +$34.1M 38 3.59% Increased
296
SC US (TTGP)
SC US (TTGP)
California
$1.22B $0 3 3.82% Maintained
297
Everett Harris & Co
Everett Harris & Co
California
$1.21B -$7.83M 5 14.88% Reduced
298
Alkeon Capital Management
Alkeon Capital Management
New York
$1.2B -$130M 7 1.62% Reduced
299
CFM
Coronation Fund Managers
South Africa
$1.2B +$264M 6 45.72% Increased
300
First Eagle Investment Management
First Eagle Investment Management
New York
$1.19B +$220M 7 1.95% Increased