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
| $296B | -$3.54B | 68 | 8.58% | Reduced |
|
| 2 |
BlackRock
New York
| $258B | +$590M | 74 | 8.25% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $147B | -$5.28B | 67 | 8.98% | Reduced |
|
| 4 |
Berkshire Hathaway
Omaha,
Nebraska
| $141B | -$6.88B | 5 | 52.25% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $109B | -$3.06B | 59 | 9.72% | Reduced |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $107B | -$3.42B | 47 | 10.95% | Reduced |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $56.2B | +$494M | 75 | 9.44% | Increased |
|
| 8 |
Morgan Stanley
New York
| $52.8B | +$2.45B | 89 | 8.16% | Increased |
|
| 9 |
Northern Trust
Chicago,
Illinois
| $45.5B | -$895M | 73 | 8.86% | Reduced |
|
| 10 |
JP Morgan Chase
New York
| $44.5B | +$413M | 76 | 6.54% | Increased |
|
| 11 |
Norges Bank
Oslo,
Norway
| $39.4B | -$427M | 43 | 9.2% | Reduced |
|
| 12 |
Bank of New York Mellon
New York
| $38.4B | -$1.19B | 65 | 8.35% | Reduced |
|
| 13 |
Capital World Investors
Los Angeles,
California
| $38.1B | -$791M | 19 | 7.34% | Reduced |
|
| 14 |
Wellington Management Group
Boston,
Massachusetts
| $37.2B | -$915M | 41 | 6.86% | Reduced |
|
| 15 |
Bank of America
Charlotte,
North Carolina
| $34.4B | -$1.84B | 80 | 4.43% | Reduced |
|
| 16 |
Nuveen
Charlotte,
North Carolina
| $28.6B | +$604M | 58 | 9.67% | Increased |
|
| 17 |
Jennison Associates
New York
| $26.4B | +$2.32B | 16 | 18.85% | Increased |
|
| 18 |
Capital Research Global Investors
Los Angeles,
California
| $26B | -$1.21B | 21 | 6.74% | Reduced |
|
| 19 |
Legal & General Group
London,
United Kingdom
| $23.7B | +$185M | 66 | 9.29% | Increased |
|
| 20 |
Massachusetts Financial Services
Boston,
Massachusetts
| $22.8B | -$914M | 20 | 7.33% | Reduced |
|
| 21 |
Wells Fargo
San Francisco,
California
| $21.9B | +$669M | 76 | 5.27% | Increased |
|
| 22 |
Goldman Sachs
New York
| $21.8B | +$192M | 69 | 5.62% | Increased |
|
| 23 |
Janus Henderson Group
London,
| $20.5B | +$115M | 30 | 9.53% | Increased |
|
| 24 |
Fisher Asset Management
Camas,
Washington
| $19.9B | +$851M | 14 | 14.89% | Increased |
|
| 25 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $19.5B | +$60.3M | 14 | 10.84% | Increased |
|