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
| $320B | +$4.74B | 78 | 7.97% | Increased |
|
| 2 |
BlackRock
New York
| $277B | -$893M | 88 | 7.7% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $155B | +$944M | 78 | 8.17% | Increased |
|
| 4 |
Berkshire Hathaway
Omaha,
Nebraska
| $151B | $0 | 5 | 51.62% | Maintained |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $113B | -$1.71B | 71 | 8.89% | Reduced |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $105B | -$3.94B | 58 | 9.74% | Reduced |
|
| 7 |
Morgan Stanley
New York
| $63.2B | +$1.89B | 98 | 8.34% | Increased |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $62.5B | +$1.58B | 88 | 8.61% | Increased |
|
| 9 |
JP Morgan Chase
New York
| $52.3B | +$3.04B | 84 | 6.23% | Increased |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $46.3B | -$879M | 77 | 8.16% | Reduced |
|
| 11 |
Bank of New York Mellon
New York
| $40.2B | -$130M | 74 | 7.78% | Reduced |
|
| 12 |
Capital World Investors
Los Angeles,
California
| $39.3B | -$3.24B | 22 | 6.68% | Reduced |
|
| 13 |
Norges Bank
Oslo,
Norway
| $39B | -$1.45B | 47 | 8.45% | Reduced |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $36.5B | -$3.48B | 92 | 3.79% | Reduced |
|
| 15 |
Wellington Management Group
Boston,
Massachusetts
| $35.9B | +$124M | 50 | 5.98% | Increased |
|
| 16 |
Jennison Associates
New York
| $28.6B | -$390M | 23 | 18.97% | Reduced |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $28.3B | -$1.6B | 66 | 8.44% | Reduced |
|
| 18 |
Capital Research Global Investors
Los Angeles,
California
| $26.9B | +$1.3B | 22 | 6.26% | Increased |
|
| 19 |
Legal & General Group
London,
United Kingdom
| $26.2B | +$1.2B | 73 | 8.77% | Increased |
|
| 20 |
Goldman Sachs
New York
| $25.4B | +$986M | 80 | 5.7% | Increased |
|
| 21 |
Massachusetts Financial Services
Boston,
Massachusetts
| $25B | -$233M | 25 | 7.27% | Reduced |
|
| 22 |
Capital International Investors
Los Angeles,
California
| $23.6B | +$843M | 20 | 5.4% | Increased |
|
| 23 |
Fisher Asset Management
Camas,
Washington
| $23.5B | +$850M | 14 | 14.73% | Increased |
|
| 24 |
Wells Fargo
San Francisco,
California
| $22.3B | -$779M | 92 | 4.89% | Reduced |
|
| 25 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $22B | -$541M | 15 | 10.7% | Reduced |
|