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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
701
SHIM
Spruce House Investment Management
New York
$293M $0 1 8.63% Maintained
702
Silver Lake Group
Silver Lake Group
California
$293M $0 1 6.4% Maintained
703
Allianz
Allianz
Germany
$293M +$1.18M 13 3.09% Increased
704
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$292M +$18.8M 18 7.35% Increased
705
Trillium Asset Management
Trillium Asset Management
Massachusetts
$291M -$121M 8 8.96% Reduced
706
Greenleaf Trust
Greenleaf Trust
Michigan
$290M -$3.03M 13 2.79% Reduced
707
VC
Voss Capital
Texas
$289M -$62.7M 2 13.41% Reduced
708
Soros Fund Management
Soros Fund Management
New York
$289M +$4.38M 8 3.55% Increased
709
GPCM
Greenbrier Partners Capital Management
Texas
$288M -$52.8M 1 21.6% Reduced
710
NRCM
North Reef Capital Management
California
$287M -$120M 9 11.01% Reduced
711
Banque de Luxembourg Investments (BLI)
Banque de Luxembourg Investments (BLI)
Luxembourg
$286M +$25.7M 8 10.08% Increased
712
PAI
Pittenger & Anderson Inc
Nebraska
$286M -$1.1M 8 10.22% Reduced
713
SCM
Spyglass Capital Management
California
$284M +$36.4M 3 15.39% Increased
714
North Star Asset Management
North Star Asset Management
Wisconsin
$283M -$2.06M 12 11.15% Reduced
715
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$281M -$3.12M 15 5.05% Reduced
716
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$281M +$25.2M 20 1.34% Increased
717
SCM
Silvant Capital Management
Georgia
$281M -$128M 7 8.17% Reduced
718
Modera Wealth Management
Modera Wealth Management
New Jersey
$280M -$8.64M 10 2.99% Reduced
719
CAM
Cacti Asset Management
Georgia
$279M $0 3 13.98% Maintained
720
WesBanco Bank
WesBanco Bank
West Virginia
$277M -$19.1M 12 6.9% Reduced
721
Close Asset Management
Close Asset Management
United Kingdom
$277M -$7.96M 7 7.39% Reduced
722
Evergreen Capital Management
Evergreen Capital Management
Washington
$277M +$95.5M 23 4.86% Increased
723
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$277M -$18.5M 3 8.46% Reduced
724
SCGE Management
SCGE Management
California
$277M -$78.3M 2 4.69% Reduced
725
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$275M -$6.74M 17 2.59% Reduced