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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
351
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$967M -$26.1M 6 8.35% Reduced
352
Epoch Investment Partners
Epoch Investment Partners
New York
$960M +$114M 5 5.46% Increased
353
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$958M -$163M 22 5.73% Reduced
354
LMC
Lightspeed Management Company
California
$954M -$151M 1 39.65% Reduced
355
Capital International Inc
Capital International Inc
California
$954M +$66.6M 10 6.69% Increased
356
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$949M -$14.8M 73 7.12% Reduced
357
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$948M +$416M 11 2.76% Increased
358
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$944M +$136M 3 5.42% Increased
359
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
$942M +$10.5M 2 5.82% Increased
360
LP
Linonia Partnership
New York
$940M +$723M 1 16.79% Increased
361
M&G plc
M&G plc
United Kingdom
$929M -$59.4M 11 4.62% Reduced
362
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$922M -$116M 58 4.71% Reduced
363
ARK Investment Management
ARK Investment Management
Florida
$921M -$11.6M 12 5.98% Reduced
364
New York Life Investment Management
New York Life Investment Management
New York
$896M +$7.93M 15 6.26% Increased
365
Utah Retirement Systems
Utah Retirement Systems
Utah
$894M -$61.3M 24 8.51% Reduced
366
DSCM
Divisadero Street Capital Management
Florida
$892M +$180M 11 20.23% Increased
367
Carmignac Gestion
Carmignac Gestion
France
$885M -$80.2M 9 11.48% Reduced
368
Mirova US
Mirova US
Massachusetts
$884M -$27.8M 4 9.51% Reduced
369
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$880M -$12.5M 13 6.43% Reduced
370
LBP AM
LBP AM
France
$878M -$13.7M 12 8.77% Reduced
371
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$877M -$6.47M 9 9.93% Reduced
372
Wasatch Advisors
Wasatch Advisors
Utah
$870M -$255M 11 5.7% Reduced
373
Banco Santander
Banco Santander
Spain
$868M +$280M 15 5.4% Increased
374
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$866M -$103M 11 2.05% Reduced
375
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$866M -$12.8M 39 5.89% Reduced