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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
376
Davenport & Co
Davenport & Co
Virginia
$864M +$45.7M 17 4.25% Increased
377
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$862M +$107M 7 6.59% Increased
378
Andra AP-fonden
Andra AP-fonden
Sweden
$856M -$97.3M 16 9.83% Reduced
379
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$855M +$132M 16 4.16% Increased
380
Natixis
Natixis
France
$853M -$505M 19 3.43% Reduced
381
Empower Advisory Group
Empower Advisory Group
Colorado
$847M +$15.7M 10 2.02% Increased
382
Prudential plc
Prudential plc
United Kingdom
$846M -$9.19M 23 4.61% Reduced
383
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$846M -$9.08M 17 3.92% Reduced
384
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$845M -$7.97M 14 8.7% Reduced
385
PineBridge Investments
PineBridge Investments
New York
$834M -$213M 14 6.87% Reduced
386
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$827M +$45.4M 12 5.59% Increased
387
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$816M +$140M 13 5.11% Increased
388
GRQ
Gardner Russo & Quinn
Pennsylvania
$815M -$18.9M 4 9.13% Reduced
389
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$812M -$62.4M 8 2.46% Reduced
390
Longview Partners
Longview Partners
Guernsey
$812M -$275M 3 13.19% Reduced
391
Empowered Funds
Empowered Funds
Pennsylvania
$811M +$50.5M 48 4.27% Increased
392
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$809M $0 1 15.47% Maintained
393
Harding Loevner
Harding Loevner
New Jersey
$803M +$208M 5 7.55% Increased
394
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$802M -$3.84M 25 7.9% Reduced
395
NMO
Newlands Management Operations
Texas
$795M +$628K 3 4.8% Increased
396
Hood River Capital Management
Hood River Capital Management
Florida
$793M +$5.62M 3 5.75% Increased
397
Welch & Forbes
Welch & Forbes
Massachusetts
$792M -$20M 8 9.62% Reduced
398
OP Asset Management
OP Asset Management
$791M -$1.11B 26 8.43% Reduced
399
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$786M +$220M 3 8.84% Increased
400
Whittier Trust
Whittier Trust
California
$786M +$9.41M 22 7.71% Increased