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 | |
|---|---|---|---|---|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
| $118B | +$1.1B | 57 | 5.3% | Increased |
|
| 2 |
BlackRock
New York
| $105B | -$114M | 62 | 5.28% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $61.9B | -$1.92B | 55 | 5.63% | Reduced |
|
| 4 |
Berkshire Hathaway
Omaha,
Nebraska
| $56.4B | -$233M | 5 | 30.81% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $54.7B | +$251M | 51 | 7.49% | Increased |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $36.5B | +$790M | 42 | 6.18% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $19.7B | +$1.31B | 60 | 6.1% | Increased |
|
| 8 |
Northern Trust
Chicago,
Illinois
| $18.9B | +$473M | 58 | 5.31% | Increased |
|
| 9 |
JP Morgan Chase
New York
| $17.8B | -$1.34B | 61 | 4.12% | Reduced |
|
| 10 |
Morgan Stanley
New York
| $16.8B | +$285M | 74 | 5.03% | Increased |
|
| 11 |
Bank of New York Mellon
New York
| $16B | -$1.24B | 55 | 5.01% | Reduced |
|
| 12 |
Capital World Investors
Los Angeles,
California
| $15.7B | +$484M | 18 | 4.26% | Increased |
|
| 13 |
Norges Bank
Oslo,
Norway
| $15.6B | +$34.8M | 37 | 5.8% | Increased |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $14B | -$33.7M | 64 | 2.46% | Reduced |
|
| 15 |
Massachusetts Financial Services
Boston,
Massachusetts
| $13.6B | -$386M | 16 | 6.54% | Reduced |
|
| 16 |
Invesco
Atlanta,
Georgia
| $12.5B | -$1.25B | 51 | 4.78% | Reduced |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| $12.4B | -$1.75B | 40 | 3.12% | Reduced |
|
| 18 |
Goldman Sachs
New York
| $12.1B | -$112M | 59 | 3.84% | Reduced |
|
| 19 |
Janus Henderson Group
London,
| $10.7B | -$342M | 29 | 6.8% | Reduced |
|
| 20 |
Jennison Associates
New York
| $10.1B | -$467M | 20 | 11.27% | Reduced |
|
| 21 |
Wells Fargo
San Francisco,
California
| $9.91B | +$460M | 60 | 3.29% | Increased |
|
| 22 |
Ameriprise
Minneapolis,
Minnesota
| $9.48B | -$532M | 43 | 4.74% | Reduced |
|
| 23 |
TIAA CREF Investment Management
New York
| $9.15B | -$260M | 47 | 7.25% | Reduced |
|
| 24 |
Capital Research Global Investors
Los Angeles,
California
| $7.87B | -$302M | 10 | 2.74% | Reduced |
|
| 25 |
AllianceBernstein
Nashville,
Tennessee
| $7.74B | +$15.2M | 43 | 5.74% | Increased |
|