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
| $284B | -$926M | 74 | 7.69% | Reduced |
|
| 2 |
BlackRock
New York
| $251B | +$2.11B | 79 | 7.39% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $139B | -$2.31B | 74 | 7.97% | Reduced |
|
| 4 |
Berkshire Hathaway
Omaha,
Nebraska
| $134B | -$271M | 5 | 49.62% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $102B | -$4.29B | 61 | 8.72% | Reduced |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $100B | -$3.88B | 49 | 10.04% | Reduced |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $54.9B | +$904M | 79 | 8.4% | Increased |
|
| 8 |
Morgan Stanley
New York
| $54.2B | +$2.59B | 90 | 7.96% | Increased |
|
| 9 |
JP Morgan Chase
New York
| $44.2B | +$353M | 79 | 5.89% | Increased |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $42.7B | -$1.06B | 77 | 7.93% | Reduced |
|
| 11 |
Capital World Investors
Los Angeles,
California
| $36.8B | -$1.45B | 21 | 6.8% | Reduced |
|
| 12 |
Bank of New York Mellon
New York
| $36.6B | -$528M | 68 | 7.47% | Reduced |
|
| 13 |
Norges Bank
Oslo,
Norway
| $36.3B | -$1.64B | 45 | 8.32% | Reduced |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $36.1B | +$2.9B | 82 | 4.06% | Increased |
|
| 15 |
Wellington Management Group
Boston,
Massachusetts
| $33.2B | -$3.51B | 48 | 5.85% | Reduced |
|
| 16 |
Nuveen
Charlotte,
North Carolina
| $26.9B | -$739M | 59 | 8.56% | Reduced |
|
| 17 |
Jennison Associates
New York
| $25.2B | -$236M | 18 | 18.45% | Reduced |
|
| 18 |
Capital Research Global Investors
Los Angeles,
California
| $23.5B | -$685M | 22 | 5.74% | Reduced |
|
| 19 |
Massachusetts Financial Services
Boston,
Massachusetts
| $23.4B | +$567M | 25 | 7.2% | Increased |
|
| 20 |
Legal & General Group
London,
United Kingdom
| $22.5B | -$314M | 67 | 8.37% | Reduced |
|
| 21 |
Goldman Sachs
New York
| $22B | +$657M | 79 | 5.56% | Increased |
|
| 22 |
Capital International Investors
Los Angeles,
California
| $20.9B | +$3.12B | 19 | 5.3% | Increased |
|
| 23 |
Wells Fargo
San Francisco,
California
| $20.9B | -$77.4M | 89 | 4.71% | Reduced |
|
| 24 |
Fisher Asset Management
Camas,
Washington
| $20.1B | +$593M | 14 | 14.14% | Increased |
|
| 25 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $19.5B | +$1.08B | 14 | 10.92% | Increased |
|