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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
51
Jupiter Topco
Jupiter Topco
New York
$12.6B +$12.3B 52 5.14% New
52
National Pension Service
National Pension Service
South Korea
$12.4B +$149M 17 8.01% Increased
53
California Public Employees Retirement System
California Public Employees Retirement System
California
$11.9B -$2.27B 28 6.73% Reduced
54
Vanguard Asset Management
Vanguard Asset Management
$11.8B +$1.26B 63 7.99% Increased
55
Citigroup
Citigroup
New York
$11.1B +$1.26B 90 3.67% Increased
56
American Century Companies
American Century Companies
Missouri
$10.9B -$2B 68 4.81% Reduced
57
Principal Financial Group
Principal Financial Group
Iowa
$10.7B +$171M 50 5.25% Increased
58
TCI Fund Management
TCI Fund Management
United Kingdom
$10.5B +$8.35M 1 19.83% Increased
59
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$10.4B -$255M 77 7.83% Reduced
60
Nordea Investment Management
Nordea Investment Management
Sweden
$10.2B -$146M 27 8.31% Reduced
61
DZ Bank
DZ Bank
Germany
$9.85B +$316M 22 7.56% Increased
62
LPL Financial
LPL Financial
California
$9.77B +$235M 72 2.19% Increased
63
AQR Capital Management
AQR Capital Management
Connecticut
$9.45B +$1.54B 72 3.3% Increased
64
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$9.03B -$78.8M 71 8.31% Reduced
65
Victory Capital Management
Victory Capital Management
Texas
$8.87B -$97.1M 57 4.97% Reduced
66
Fidelity International
Fidelity International
Bermuda
$8.75B +$720M 30 6.28% Increased
67
SG Americas Securities
SG Americas Securities
New York
$8.62B +$3.98B 63 4.83% Increased
68
Russell Investments Group
Russell Investments Group
United Kingdom
$8.22B +$532M 81 7.22% Increased
69
Dodge & Cox
Dodge & Cox
California
$8.19B +$1.8B 10 4.29% Increased
70
Swedbank
Swedbank
Sweden
$8B +$12.3M 23 6.9% Increased
71
ClearBridge Investments
ClearBridge Investments
New York
$7.97B +$223M 18 6.59% Increased
72
Neuberger Berman Group
Neuberger Berman Group
New York
$7.91B +$346M 50 5.26% Increased
73
H&H International Investment
H&H International Investment
California
$7.84B -$528M 1 41.05% Reduced
74
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.81B +$13.6M 52 1.84% Increased
75
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$7.34B -$68M 77 3.64% Reduced