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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
551
AKO Capital
AKO Capital
United Kingdom
$436M -$47.7M 2 10.15% Reduced
552
Milford Funds
Milford Funds
$435M +$188M 4 7.09% Increased
553
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
$435M +$84.6M 2 9.63% Increased
554
Concurrent Investment Advisors
Concurrent Investment Advisors
Florida
$433M +$34M 22 3.68% Increased
555
Perigon Wealth Management
Perigon Wealth Management
California
$432M +$2.28M 22 6.8% Increased
556
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$432M +$223M 9 2.42% Increased
557
Canoe Financial
Canoe Financial
Alberta, Canada
$431M +$15.7M 4 5.33% Increased
558
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$429M -$11.3M 21 4.72% Reduced
559
Destination Wealth Management
Destination Wealth Management
California
$428M -$1.7M 8 10% Reduced
560
BCF
BLS Capital Fondsmaeglerselskab
Denmark
$428M -$3.87M 2 16.49% Reduced
561
Jensen Investment Management
Jensen Investment Management
Oregon
$428M -$282M 2 10.37% Reduced
562
PointState Capital
PointState Capital
New York
$428M -$86.8M 3 5.47% Reduced
563
Evelyn Partners
Evelyn Partners
$425M +$410M 11 0.91% New
564
WhitTier Trust Company
WhitTier Trust Company
Nevada
$425M -$8.3M 22 7.95% Reduced
565
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$424M -$85M 28 0.59% Reduced
566
BSL
Blue Sparrow LLC
Delaware
$421M +$111M 7 4.08% Increased
567
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$420M +$34.5M 26 2.75% Increased
568
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$420M -$10.9M 15 3.83% Reduced
569
IMC Chicago
IMC Chicago
Illinois
$418M +$213M 36 0.1% Increased
570
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$413M -$4.37M 9 8.08% Reduced
571
KCM
Kensico Capital Management
Connecticut
$410M +$10.9M 3 7.03% Increased
572
Caxton Associates (UK)
Caxton Associates (UK)
$409M +$229M 12 7.66% Increased
573
Silvercrest Asset Management
Silvercrest Asset Management
New York
$405M -$28.2M 18 2.65% Reduced
574
TCAM
Turtle Creek Asset Management
Ontario, Canada
$404M +$51.9M 3 15.77% Increased
575
Summit Trail Advisors
Summit Trail Advisors
New York
$403M +$13.8M 33 5.06% Increased