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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
26
Legal & General Group
Legal & General Group
United Kingdom
$6.66B +$193M 46 5.38% Increased
27
Franklin Resources
Franklin Resources
California
$6.54B -$180M 18 3.26% Reduced
28
Magellan Asset Management
Magellan Asset Management
Australia
$6.23B -$25.6M 6 26.13% Reduced
29
Dodge & Cox
Dodge & Cox
California
$6.01B -$44.5M 5 5.07% Reduced
30
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$5.55B +$44.3M 42 2.56% Increased
31
UBS AM
UBS AM
Illinois
$5.42B +$238M 37 5.24% Increased
32
American Century Companies
American Century Companies
Missouri
$5.35B -$54M 26 5.53% Reduced
33
Deutsche Bank
Deutsche Bank
Germany
$5.03B -$488M 51 3.59% Reduced
34
Charles Schwab
Charles Schwab
California
$4.86B +$183M 42 4.56% Increased
35
Swiss National Bank
Swiss National Bank
Switzerland
$4.75B +$164M 34 5.63% Increased
36
Harris Associates
Harris Associates
Illinois
$4.42B -$128M 5 7.95% Reduced
37
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$4.16B +$182M 19 6.1% Increased
38
Fisher Asset Management
Fisher Asset Management
Washington
$4.14B -$84.3M 9 6.24% Reduced
39
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$4.14B -$125M 43 5.46% Reduced
40
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.1B +$137M 48 2.12% Increased
41
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.99B -$71.1M 45 4.86% Reduced
42
UBS Group
UBS Group
Switzerland
$3.65B +$86.8M 56 1.89% Increased
43
Allianz Asset Management
Allianz Asset Management
Germany
$3.52B -$382M 33 3.38% Reduced
44
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$3.47B +$654M 45 4.16% Increased
45
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$3.43B +$78.2M 13 7.54% Increased
46
Principal Financial Group
Principal Financial Group
Iowa
$3.31B +$654M 33 3.32% Increased
47
California Public Employees Retirement System
California Public Employees Retirement System
California
$3.31B -$7.97M 45 5.3% Reduced
48
ClearBridge Investments
ClearBridge Investments
New York
$3.24B +$109M 15 3.18% Increased
49
OppenheimerFunds
OppenheimerFunds
New York
$3.2B -$489M 28 3.96% Reduced
50
Brown Advisory
Brown Advisory
Maryland
$3.07B +$409M 21 9.37% Increased