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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
526
VVP
Vulcan Value Partners
Alabama
$474M -$18M 4 14.44% Reduced
527
Voleon Capital Management
Voleon Capital Management
California
$471M -$4.55M 25 8.59% Reduced
528
GF Fund Management
GF Fund Management
China
$471M -$16.2M 6 5.65% Reduced
529
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$470M -$2.75M 19 9.26% Reduced
530
Merit Financial Group
Merit Financial Group
Georgia
$470M +$84.7M 33 2.87% Increased
531
Shelton Capital Management
Shelton Capital Management
Colorado
$469M -$28M 11 8.69% Reduced
532
Capital International Sarl
Capital International Sarl
California
$465M +$51.5M 13 6.59% Increased
533
Glenview Trust
Glenview Trust
Kentucky
$465M +$2.46M 8 6.43% Increased
534
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$456M +$53.7M 10 5.43% Increased
535
C WorldWide Group
C WorldWide Group
Denmark
$456M +$3.17M 6 10.99% Increased
536
Bridgewater Associates
Bridgewater Associates
Connecticut
$456M +$74.1M 26 1.87% Increased
537
Avanza Fonder
Avanza Fonder
Sweden
$455M +$42.1M 14 9.91% Increased
538
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$454M +$7.67M 15 3.11% Increased
539
UMB Bank
UMB Bank
Missouri
$453M -$21.5M 46 5.74% Reduced
540
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$449M +$3.76M 9 6.35% Increased
541
ACP
Avantyr Capital Partners
New York
$448M +$115M 2 16.49% Increased
542
Mizuho Securities USA
Mizuho Securities USA
New York
$447M +$99M 12 7.22% Increased
543
Coatue Management
Coatue Management
New York
$446M -$406M 2 0.92% Reduced
544
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$444M +$2.8M 24 3.29% Increased
545
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$444M +$68.8M 8 2.84% Increased
546
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$442M +$3.61M 38 6.56% Increased
547
R.M. Davis Inc
R.M. Davis Inc
Maine
$441M +$2.87M 4 6.96% Increased
548
DAM
Davis Asset Management
California
$441M $0 5 11.16% Maintained
549
Advisors Capital Management
Advisors Capital Management
New Jersey
$437M +$20.8M 10 4.62% Increased
550
Chilton Investment Company
Chilton Investment Company
Connecticut
$436M -$70.9M 5 10.47% Reduced