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
| $199B | -$619M | 61 | 6.77% | Reduced |
|
| 2 |
BlackRock
New York
| $172B | -$866M | 70 | 6.58% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $105B | -$138M | 61 | 7.19% | Reduced |
|
| 4 |
Berkshire Hathaway
Omaha,
Nebraska
| $94.9B | -$948M | 5 | 39.2% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $84.2B | -$2.72B | 54 | 9.29% | Reduced |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $71B | +$8.34B | 45 | 9.2% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $36.8B | +$717M | 65 | 7.69% | Increased |
|
| 8 |
Northern Trust
Chicago,
Illinois
| $30.7B | -$517M | 63 | 6.88% | Reduced |
|
| 9 |
Morgan Stanley
New York
| $28.6B | +$1.98B | 78 | 6.65% | Increased |
|
| 10 |
Capital World Investors
Los Angeles,
California
| $27.7B | +$2.12B | 18 | 6.19% | Increased |
|
| 11 |
Norges Bank
Oslo,
Norway
| $26.7B | -$96.1M | 39 | 7.44% | Reduced |
|
| 12 |
Bank of New York Mellon
New York
| $25.8B | -$149M | 57 | 6.65% | Reduced |
|
| 13 |
JP Morgan Chase
New York
| $25.4B | -$633M | 65 | 4.73% | Reduced |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $24B | +$88.6M | 72 | 3.44% | Increased |
|
| 15 |
Wellington Management Group
Boston,
Massachusetts
| $21.6B | +$2.68B | 42 | 4.54% | Increased |
|
| 16 |
Nuveen
Charlotte,
North Carolina
| $21.5B | -$589M | 51 | 8.17% | Reduced |
|
| 17 |
Goldman Sachs
New York
| $20.7B | +$1.06B | 63 | 5.28% | Increased |
|
| 18 |
Massachusetts Financial Services
Boston,
Massachusetts
| $20.6B | -$9.74M | 17 | 7.75% | Reduced |
|
| 19 |
Capital Research Global Investors
Los Angeles,
California
| $16.6B | -$437M | 15 | 4.99% | Reduced |
|
| 20 |
Legal & General Group
London,
United Kingdom
| $15.7B | +$141M | 60 | 7.47% | Increased |
|
| 21 |
Janus Henderson Group
London,
| $15.5B | -$1.08B | 31 | 7.95% | Reduced |
|
| 22 |
Jennison Associates
New York
| $15B | -$162M | 19 | 15.16% | Reduced |
|
| 23 |
Wells Fargo
San Francisco,
California
| $14.5B | -$766M | 65 | 3.91% | Reduced |
|
| 24 |
Ameriprise
Minneapolis,
Minnesota
| $13.6B | -$608M | 48 | 5.64% | Reduced |
|
| 25 |
Kohlberg Kravis Roberts & Co
New York
| $12.8B | $0 | 1 | 62.42% | Maintained |
|