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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
326
GP
Galileo PTC
British Virgin Islands
$1.07B $0 1 96.68% Maintained
327
FAM
Foxhaven Asset Management
Virginia
$1.07B +$53.7M 5 28.64% Increased
328
BDP
Brehaut David Pascal
$1.06B $0 1 100% Maintained
329
Edgewood Management
Edgewood Management
Connecticut
$1.06B -$655M 3 10.89% Reduced
330
Markel Group
Markel Group
Virginia
$1.05B +$34.8M 7 7.97% Increased
331
General Atlantic
General Atlantic
New York
$1.04B -$244K 2 35.83% Reduced
332
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$1.04B +$66.3M 6 9.51% Increased
333
SoftBank Group
SoftBank Group
Japan
$1.04B +$53M 5 5.71% Increased
334
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$1.03B -$17.2M 13 5.45% Reduced
335
IEQ Capital
IEQ Capital
California
$1.03B -$240M 49 4.74% Reduced
336
QRG Capital Management
QRG Capital Management
Illinois
$1.01B +$72.9M 23 8.31% Increased
337
Maverick Capital
Maverick Capital
Texas
$1.01B +$135M 3 8.93% Increased
338
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.01B +$12.8M 18 9.94% Increased
339
Sarasin & Partners
Sarasin & Partners
United Kingdom
$1.01B +$4.3M 5 11.79% Increased
340
Huntington National Bank
Huntington National Bank
Ohio
$1.01B +$3.25M 53 4.88% Increased
341
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$1B +$11.2M 17 6.26% Increased
342
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$1B -$38M 11 12.97% Reduced
343
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$1B -$479M 15 7.49% Reduced
344
Congress Asset Management
Congress Asset Management
Massachusetts
$998M +$45.7M 12 6.14% Increased
345
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$995M +$40.7M 46 8.16% Increased
346
Mediolanum International Funds
Mediolanum International Funds
Ireland
$991M +$51.4M 16 8.47% Increased
347
AE Wealth Management
AE Wealth Management
Kansas
$984M +$53.8M 24 4.59% Increased
348
Erste Asset Management
Erste Asset Management
Austria
$978M +$70M 18 7.6% Increased
349
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$973M +$264M 19 8.43% Increased
350
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$969M +$23.2M 11 10.48% Increased