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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
751
Dakota Wealth Management
Dakota Wealth Management
Florida
$258M +$10M 10 4.92% Increased
752
Crake Asset Management
Crake Asset Management
United Kingdom
$258M +$255M 1 6.16% New
753
NSLI
Nan Shan Life Insurance
Taiwan
$257M -$13.5M 4 8.07% Reduced
754
Diversify Advisory Services
Diversify Advisory Services
Utah
$257M +$149M 19 4.3% Increased
755
Diversify Wealth Management
Diversify Wealth Management
Utah
$257M +$13.4M 19 4.3% Increased
756
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$256M +$5.49M 21 3.81% Increased
757
Artemis Investment Management
Artemis Investment Management
United Kingdom
$255M -$81.2M 7 2.27% Reduced
758
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$255M +$47.7M 9 2.44% Increased
759
MJRIC
Mogy Joel R Investment Counsel
California
$255M -$663K 3 14.59% Reduced
760
Starboard Value
Starboard Value
New York
$254M +$33.2K 1 5.62% Increased
761
Atria Investments
Atria Investments
North Carolina
$254M -$11.2M 27 2.54% Reduced
762
MCM
Mill Capital Management
North Carolina
$253M -$974K 3 16.92% Reduced
763
Covea Finance
Covea Finance
France
$253M +$8.15M 3 8% Increased
764
ALMGDA
AG2R La Mondiale Gestion d'Actifs
France
$253M +$18.2M 9 9.18% Increased
765
Dragoneer Investment Group
Dragoneer Investment Group
California
$253M -$197M 3 8.92% Reduced
766
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$252M -$2.07M 9 6% Reduced
767
ATC
Argent Trust Co
Tennessee
$251M +$18.7M 11 7.25% Increased
768
AU
Algebris (UK)
United Kingdom
$250M +$208M 7 16.49% Increased
769
First Financial Bankshares
First Financial Bankshares
Texas
$250M +$1.97M 4 4.68% Increased
770
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$250M -$344M 23 1.1% Reduced
771
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$250M -$7.12M 7 8.01% Reduced
772
Braun Stacey Associates
Braun Stacey Associates
New York
$249M +$2.99M 4 7.06% Increased
773
Cannell & Spears
Cannell & Spears
New York
$249M -$5.89M 8 4.42% Reduced
774
FI
Focused Investors
California
$249M -$24.2M 2 8.39% Reduced
775
Caprock Group
Caprock Group
Idaho
$248M +$6.18M 25 4.75% Increased