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
| $355B | +$83.1M | 92 | 8.05% | Increased |
|
| 2 |
BlackRock
New York
| $298B | -$780M | 96 | 7.6% | Reduced |
|
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
| $187B | +$676M | 6 | 56.43% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $175B | +$4.15B | 93 | 8.31% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $109B | -$7.82B | 75 | 8.05% | Reduced |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $92.4B | -$4.93B | 63 | 8.32% | Reduced |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $72.6B | +$1.59B | 94 | 8.74% | Increased |
|
| 8 |
Morgan Stanley
New York
| $67.6B | +$3.54B | 107 | 8.35% | Increased |
|
| 9 |
Northern Trust
Chicago,
Illinois
| $51.3B | -$899M | 89 | 8.41% | Reduced |
|
| 10 |
JP Morgan Chase
New York
| $47.3B | -$2.22B | 93 | 5.46% | Reduced |
|
| 11 |
Bank of New York Mellon
New York
| $41.9B | -$1.03B | 81 | 7.57% | Reduced |
|
| 12 |
Norges Bank
Oslo,
Norway
| $40.4B | -$1.22B | 49 | 8.31% | Reduced |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $38.6B | -$1.14B | 104 | 3.75% | Reduced |
|
| 14 |
Wellington Management Group
Boston,
Massachusetts
| $33.1B | -$167M | 51 | 5.29% | Reduced |
|
| 15 |
Legal & General Group
London,
United Kingdom
| $29.7B | -$112M | 79 | 8.99% | Reduced |
|
| 16 |
Capital Research Global Investors
Los Angeles,
California
| $28.3B | +$4.79B | 22 | 6.26% | Increased |
|
| 17 |
Jennison Associates
New York
| $27.7B | -$1.21B | 22 | 17.57% | Reduced |
|
| 18 |
Nuveen
Charlotte,
North Carolina
| $27.3B | -$1.47B | 69 | 8.06% | Reduced |
|
| 19 |
Goldman Sachs
New York
| $26.9B | +$918M | 90 | 5.35% | Increased |
|
| 20 |
Capital World Investors
Los Angeles,
California
| $26.5B | -$6.87B | 20 | 4.19% | Reduced |
|
| 21 |
Capital International Investors
Los Angeles,
California
| $24.8B | +$2.2B | 23 | 5.23% | Increased |
|
| 22 |
Massachusetts Financial Services
Boston,
Massachusetts
| $23.7B | +$103M | 27 | 6.48% | Increased |
|
| 23 |
Fisher Asset Management
Camas,
Washington
| $23.6B | +$1.12B | 14 | 13.23% | Increased |
|
| 24 |
UBS AM
Chicago,
Illinois
| $23.3B | +$239M | 64 | 8.9% | Increased |
|
| 25 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $22.3B | +$1.77B | 97 | 5.09% | Increased |
|