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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
501
EFM
EQT Fund Management
Luxembourg
$511M $0 1 59.21% Maintained
502
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$507M +$14.4M 4 8.93% Increased
503
Pinnacle Associates
Pinnacle Associates
New York
$505M -$1.14M 14 5.51% Reduced
504
Norinchukin Bank
Norinchukin Bank
Japan
$504M +$4.71M 15 4.91% Increased
505
Skye Global Management
Skye Global Management
Florida
$501M +$101M 3 9.75% Increased
506
Saudi Central Bank
Saudi Central Bank
Saudi Arabia
$501M +$187M 14 6.56% Increased
507
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$500M +$7.24M 8 8.94% Increased
508
FOF
Fenelon Opportunity Fund
Texas
$499M +$428M 1 24.87% New
509
HUB Investment Partners
HUB Investment Partners
Texas
$496M +$46.1M 18 8.92% Increased
510
Eastern Bank
Eastern Bank
Massachusetts
$495M +$8.82M 14 7.58% Increased
511
HRT Financial
HRT Financial
New York
$494M -$181M 45 0.9% Reduced
512
MC
Metropolis Capital
United Kingdom
$490M +$89.2M 2 14.22% Increased
513
Voloridge Investment Management
Voloridge Investment Management
Florida
$488M -$649M 17 2.07% Reduced
514
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$487M +$8.45M 7 8.4% Increased
515
Savant Capital
Savant Capital
Illinois
$483M +$183M 34 1.42% Increased
516
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$482M +$48.9M 17 11.2% Increased
517
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$481M -$23.2M 31 5.42% Reduced
518
PBU - The Pension Fund of Early Childhood & Youth Educators
PBU - The Pension Fund of Early Childhood & Youth Educators
$481M -$220M 6 10.87% Reduced
519
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$480M +$20.9M 31 2.2% Increased
520
Altshuler Shaham
Altshuler Shaham
Israel
$480M +$262M 13 5.97% Increased
521
LCP
Larch Capital Partners
Florida
$478M +$698K 2 68.38% Increased
522
Oppenheimer & Co
Oppenheimer & Co
New York
$478M +$8.26M 20 5.11% Increased
523
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$478M -$11.7M 7 10.92% Reduced
524
MCIL
MFF Capital Investments Ltd
$475M $0 3 28.85% Maintained
525
Banque Transatlantique
Banque Transatlantique
France
$474M +$14.4M 11 10.19% Increased