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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
576
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$402M -$12M 26 4.18% Reduced
577
Mission Wealth Management
Mission Wealth Management
California
$399M +$108M 13 4.87% Increased
578
DF Dent & Co
DF Dent & Co
Maryland
$396M -$41.7M 7 7.51% Reduced
579
Farther Finance Advisors
Farther Finance Advisors
California
$396M +$19.5M 84 3.09% Increased
580
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$393M -$11.8M 4 6.12% Reduced
581
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$391M +$33.4M 20 4.76% Increased
582
Clearstead Advisors
Clearstead Advisors
Ohio
$391M -$46M 66 3.69% Reduced
583
Equitable Holdings
Equitable Holdings
New York
$390M -$31.7M 14 2.33% Reduced
584
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$390M +$11.1M 27 6.52% Increased
585
Ossiam
Ossiam
France
$390M -$39.2M 22 5.17% Reduced
586
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$389M -$408K 28 2.98% Reduced
587
Groupama Asset Management
Groupama Asset Management
France
$388M +$9.23M 8 4.89% Increased
588
PAR Capital Management
PAR Capital Management
Massachusetts
$385M +$23.1M 5 9.54% Increased
589
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$383M +$3.57M 17 3.85% Increased
590
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$383M +$322K 12 5.63% Increased
591
Sapient Capital
Sapient Capital
Indiana
$380M -$1.29M 8 4.97% Reduced
592
Allstate Corporation
Allstate Corporation
Illinois
$380M -$47.7M 30 3.79% Reduced
593
Unisphere Establishment
Unisphere Establishment
Liechtenstein
$378M -$24.7M 3 3.22% Reduced
594
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$378M -$55.9M 5 5.85% Reduced
595
Advisors Asset Management
Advisors Asset Management
Colorado
$377M -$9.54M 35 5.75% Reduced
596
Junto Capital Management
Junto Capital Management
New York
$376M +$105M 4 6.6% Increased
597
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$375M +$17.4M 7 3.59% Increased
598
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$375M +$9.79M 5 5.89% Increased
599
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$374M +$175M 23 7.03% Increased
600
Optiver Holding
Optiver Holding
Netherlands
$374M +$264M 43 0.1% Increased