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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
801
Impactive Capital
Impactive Capital
New York
$241M $0 1 17.19% Maintained
802
Howland Capital Management
Howland Capital Management
Massachusetts
$241M -$7.83M 8 8.69% Reduced
803
Baupost Group
Baupost Group
Massachusetts
$241M $0 1 4.44% Maintained
804
Capital Investment Advisors
Capital Investment Advisors
Georgia
$239M +$4.59M 9 3.15% Increased
805
Chilton Capital Management
Chilton Capital Management
Texas
$239M +$25.5M 6 7.55% Increased
806
Strategy Capital
Strategy Capital
California
$239M -$7.02M 2 14.71% Reduced
807
CapitalatWork SA
CapitalatWork SA
$238M +$24.7M 4 5.95% Increased
808
Trust Company of Vermont
Trust Company of Vermont
Vermont
$238M +$233M 14 8.86% New
809
Meeder Asset Management
Meeder Asset Management
Ohio
$237M +$22.6M 27 12.1% Increased
810
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$237M +$12.7M 10 3.54% Increased
811
Washington Trust
Washington Trust
Rhode Island
$235M -$3.92M 7 7.29% Reduced
812
SouthState Corp
SouthState Corp
Florida
$234M -$172K 22 9.75% Reduced
813
Addenda Capital
Addenda Capital
Quebec, Canada
$234M +$6.97M 4 6.35% Increased
814
CWA Asset Management Group
CWA Asset Management Group
Florida
$234M +$14.5M 12 7.12% Increased
815
Marex Group
Marex Group
$233M -$217M 20 0.99% Reduced
816
PGGM Investments
PGGM Investments
Netherlands
$233M +$59M 2 5.73% Increased
817
Tremblant Capital Group
Tremblant Capital Group
Florida
$232M +$19.6M 5 6.67% Increased
818
NEI
Northwest & Ethical Investments
Ontario, Canada
$232M -$28.2M 10 5.4% Reduced
819
Generate Investment Management
Generate Investment Management
New Zealand
$231M +$25.1M 4 9.5% Increased
820
E Fund Management
E Fund Management
China
$231M -$4.45M 9 5.18% Reduced
821
FAB
First American Bank
Illinois
$230M -$197K 3 12.84% Reduced
822
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management
Massachusetts
$229M +$2.12M 8 10.14% Increased
823
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$229M -$15.6M 9 6.56% Reduced
824
Brighton Jones LLC
Brighton Jones LLC
Washington
$228M +$3.25M 24 4.24% Increased
825
Patient Capital Management
Patient Capital Management
Maryland
$226M +$90.4M 4 7.4% Increased