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
| $169B | +$4.83B | 61 | 7.19% | Increased |
|
| 2 |
BlackRock
New York
| $141B | -$934M | 66 | 6.9% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $86.5B | -$929M | 62 | 7.56% | Reduced |
|
| 4 |
Berkshire Hathaway
Omaha,
Nebraska
| $78.5B | $0 | 5 | 44.74% | Maintained |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $66.8B | -$4.02B | 50 | 9.26% | Reduced |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $59.9B | +$1.26B | 44 | 9.48% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $31B | +$490M | 64 | 8.07% | Increased |
|
| 8 |
Northern Trust
Chicago,
Illinois
| $25.3B | -$277M | 64 | 7.26% | Reduced |
|
| 9 |
Morgan Stanley
New York
| $23.9B | -$577M | 77 | 6.49% | Reduced |
|
| 10 |
JP Morgan Chase
New York
| $21.6B | +$1.19B | 67 | 5.08% | Increased |
|
| 11 |
Bank of New York Mellon
New York
| $21.3B | -$67.6M | 59 | 7.06% | Reduced |
|
| 12 |
Norges Bank
Oslo,
Norway
| $21.3B | -$1.16B | 39 | 7.59% | Reduced |
|
| 13 |
Wellington Management Group
Boston,
Massachusetts
| $20B | +$3.71B | 39 | 5.3% | Increased |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $19.7B | -$423M | 69 | 3.55% | Reduced |
|
| 15 |
Capital World Investors
Los Angeles,
California
| $18.8B | -$3.68B | 17 | 5.46% | Reduced |
|
| 16 |
Massachusetts Financial Services
Boston,
Massachusetts
| $17B | -$109M | 18 | 8.11% | Reduced |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $16.6B | -$1.49B | 51 | 8.08% | Reduced |
|
| 18 |
Goldman Sachs
New York
| $15.8B | -$1.74B | 64 | 5.55% | Reduced |
|
| 19 |
Legal & General Group
London,
United Kingdom
| $13.1B | +$10.9M | 60 | 7.66% | Increased |
|
| 20 |
Capital Research Global Investors
Los Angeles,
California
| $12.9B | +$32.1M | 18 | 5.05% | Increased |
|
| 21 |
Janus Henderson Group
London,
| $12.4B | -$232M | 28 | 8.5% | Reduced |
|
| 22 |
Wells Fargo
San Francisco,
California
| $11.8B | -$287M | 71 | 4.08% | Reduced |
|
| 23 |
Jennison Associates
New York
| $11.8B | -$1.27B | 21 | 14.31% | Reduced |
|
| 24 |
Ameriprise
Minneapolis,
Minnesota
| $11.3B | -$9.43M | 50 | 5.93% | Reduced |
|
| 25 |
UBS AM
Chicago,
Illinois
| $11.1B | +$802M | 44 | 7.96% | Increased |
|