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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
676
IHL
Investment House LLC
California
$306M -$4.92M 14 13.85% Reduced
677
CA
Cornerstone Advisors
North Carolina
$306M -$30.7M 6 10.07% Reduced
678
Castleark Management
Castleark Management
Illinois
$306M +$43.6M 8 8.25% Increased
679
Perpetual Ltd
Perpetual Ltd
Australia
$305M +$103M 11 4.35% Increased
680
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$304M -$38.5M 12 6.73% Reduced
681
Capstone Investment Advisors
Capstone Investment Advisors
New York
$304M -$41.9M 21 0.56% Reduced
682
RAM
RJA Asset Management
Connecticut
$303M -$255K 2 94.52% Reduced
683
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$303M +$10.3M 15 9.63% Increased
684
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$303M +$9.69M 12 7.07% Increased
685
Azora Capital LP
Azora Capital LP
Florida
$302M +$92.4M 7 12.73% Increased
686
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$302M +$143M 12 5.73% Increased
687
III
Independent Investors Inc
New York
$302M -$15.5M 3 57.61% Reduced
688
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$301M $0 5 7.33% Maintained
689
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$300M -$3.47M 16 2.91% Reduced
690
SurgoCap Partners
SurgoCap Partners
New York
$300M +$2.24M 2 9.71% Increased
691
AGF Management
AGF Management
Ontario, Canada
$300M -$262M 8 1.17% Reduced
692
Tocqueville Asset Management
Tocqueville Asset Management
New York
$300M -$5.01M 14 3.96% Reduced
693
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$299M +$26.1M 20 3.81% Increased
694
Prana Capital Management
Prana Capital Management
Connecticut
$299M -$86.8M 10 9.07% Reduced
695
PCM
Palestra Capital Management
New York
$299M -$97.8M 2 10.13% Reduced
696
KIA
KCM Investment Advisors
California
$298M -$3.13M 6 8.84% Reduced
697
Phoenix Financial
Phoenix Financial
Israel
$297M -$63.6M 10 2.03% Reduced
698
MA
Madrone Advisors
California
$297M +$20.9M 2 21.27% Increased
699
Calamos Wealth Management
Calamos Wealth Management
Illinois
$297M -$3.57M 9 8.95% Reduced
700
CSM Advisors
CSM Advisors
Pennsylvania
$294M +$49.8M 14 6.29% Increased