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
| $322B | +$2.68B | 86 | 7.99% | Increased |
|
| 2 |
BlackRock
New York
| $275B | -$85.9M | 94 | 7.69% | Reduced |
|
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
| $155B | -$200M | 5 | 52.79% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $155B | +$315M | 86 | 8.17% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $111B | -$1.51B | 70 | 8.82% | Reduced |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $98.1B | -$5.7B | 62 | 9.24% | Reduced |
|
| 7 |
Morgan Stanley
New York
| $64.1B | +$1.78B | 103 | 8.64% | Increased |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $64.1B | +$1.88B | 93 | 8.62% | Increased |
|
| 9 |
JP Morgan Chase
New York
| $49B | -$3.92B | 89 | 6.06% | Reduced |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $47B | +$773M | 88 | 8.31% | Increased |
|
| 11 |
Bank of New York Mellon
New York
| $39.2B | -$798M | 74 | 7.66% | Reduced |
|
| 12 |
Norges Bank
Oslo,
Norway
| $38.1B | -$769M | 53 | 8.43% | Reduced |
|
| 13 |
Capital World Investors
Los Angeles,
California
| $37.8B | -$1.21B | 21 | 6.46% | Reduced |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $36.7B | +$440M | 93 | 3.79% | Increased |
|
| 15 |
Wellington Management Group
Boston,
Massachusetts
| $33.2B | -$1.51B | 50 | 5.65% | Reduced |
|
| 16 |
Jennison Associates
New York
| $30.2B | +$1.97B | 23 | 19.53% | Increased |
|
| 17 |
Capital Research Global Investors
Los Angeles,
California
| $27.7B | +$1.69B | 22 | 6.47% | Increased |
|
| 18 |
Nuveen
Charlotte,
North Carolina
| $27.1B | -$800M | 67 | 8.36% | Reduced |
|
| 19 |
Legal & General Group
London,
United Kingdom
| $27.1B | +$1.08B | 73 | 8.8% | Increased |
|
| 20 |
Goldman Sachs
New York
| $26.3B | +$802M | 85 | 5.59% | Increased |
|
| 21 |
Massachusetts Financial Services
Boston,
Massachusetts
| $24.2B | +$416M | 28 | 7.09% | Increased |
|
| 22 |
Capital International Investors
Los Angeles,
California
| $23.9B | +$778M | 21 | 5.47% | Increased |
|
| 23 |
UBS AM
Chicago,
Illinois
| $21.8B | +$2.13B | 62 | 9.05% | Increased |
|
| 24 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $21.8B | -$613M | 15 | 11.42% | Reduced |
|
| 25 |
Wells Fargo
San Francisco,
California
| $21.8B | -$323M | 99 | 4.79% | Reduced |
|