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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
401
LSV Asset Management
LSV Asset Management
Illinois
$785M +$108M 25 1.43% Increased
402
OFI Invest Asset Management
OFI Invest Asset Management
France
$785M -$235M 9 7.83% Reduced
403
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$784M -$9.69M 5 7.19% Reduced
404
Zacks Investment Management
Zacks Investment Management
Illinois
$783M +$112M 14 5.57% Increased
405
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$779M +$131M 6 8.3% Increased
406
Cresset Asset Management
Cresset Asset Management
Illinois
$761M +$32.7M 30 2.75% Increased
407
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$760M +$119M 7 4.14% Increased
408
Aware Super
Aware Super
Australia
$753M -$33.2M 8 10.66% Reduced
409
Railway Pension Investments
Railway Pension Investments
United Kingdom
$747M +$203M 3 9.39% Increased
410
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$747M +$580M 28 4.81% Increased
411
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$740M +$13.3M 31 3.69% Increased
412
Glenview Capital Management
Glenview Capital Management
New York
$737M +$164M 2 13.42% Increased
413
Lone Pine Capital
Lone Pine Capital
Connecticut
$735M -$251M 3 4.49% Reduced
414
Manning & Napier Advisors
Manning & Napier Advisors
New York
$734M +$13.7M 20 9.42% Increased
415
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$731M -$26.4M 53 7.26% Reduced
416
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$727M +$180M 14 7.63% Increased
417
PTC
Provident Trust Company
Wisconsin
$727M +$2.27M 4 15.24% Increased
418
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$726M +$1.84M 26 4% Increased
419
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$723M +$49.4M 36 7.8% Increased
420
AH Capital Management
AH Capital Management
California
$723M $0 2 5.08% Maintained
421
SI
Squadra Investments
Brazil
$715M -$32.4M 4 87.76% Reduced
422
Boston Trust Walden
Boston Trust Walden
Massachusetts
$711M -$16.6M 6 5.41% Reduced
423
HM Payson & Co
HM Payson & Co
Maine
$711M +$12.1M 21 9.42% Increased
424
Valley Forge Capital Management
Valley Forge Capital Management
Florida
$706M -$254M 2 22.66% Reduced
425
KCMH
Kontiki Capital Management (HK)
Hong Kong
$703M +$66.1M 2 46.12% Increased