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
| $270B | +$333M | 92 | 7.95% | Increased |
|
| 2 |
BlackRock
New York
| $223B | -$1.76B | 97 | 7.57% | Reduced |
|
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
| $148B | $0 | 7 | 50.03% | Maintained |
|
| 4 |
State Street
Boston,
Massachusetts
| $125B | -$904M | 95 | 7.91% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $72.8B | +$901M | 85 | 7.6% | Increased |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $60.2B | -$5.61B | 66 | 9.86% | Reduced |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $58.3B | +$707M | 98 | 8.84% | Increased |
|
| 8 |
Morgan Stanley
New York
| $52.2B | -$35.8M | 109 | 7.11% | Reduced |
|
| 9 |
Northern Trust
Chicago,
Illinois
| $36.2B | -$761M | 90 | 8.27% | Reduced |
|
| 10 |
Bank of America
Charlotte,
North Carolina
| $32.3B | -$1.05B | 96 | 3.86% | Reduced |
|
| 11 |
Norges Bank
Oslo,
Norway
| $32.2B | +$1.37B | 53 | 8.56% | Increased |
|
| 12 |
JP Morgan Chase
New York
| $32.1B | -$599M | 92 | 4.6% | Reduced |
|
| 13 |
Bank of New York Mellon
New York
| $29.9B | -$753M | 81 | 7.24% | Reduced |
|
| 14 |
Wellington Management Group
Boston,
Massachusetts
| $28.8B | +$737M | 50 | 6.13% | Increased |
|
| 15 |
Legal & General Group
London,
United Kingdom
| $23.9B | -$1.22B | 80 | 9.34% | Reduced |
|
| 16 |
Goldman Sachs
New York
| $21.4B | +$3.62B | 89 | 5.41% | Increased |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $20.1B | -$31.8M | 72 | 8.16% | Reduced |
|
| 18 |
Charles Schwab
San Francisco,
California
| $17.3B | +$139M | 74 | 6.18% | Increased |
|
| 19 |
Capital Research Global Investors
Los Angeles,
California
| $16.7B | +$2.81B | 19 | 5.48% | Increased |
|
| 20 |
Capital International Investors
Los Angeles,
California
| $16.2B | -$1.63B | 21 | 4.74% | Reduced |
|
| 21 |
Fisher Asset Management
Camas,
Washington
| $15.7B | -$2.53B | 15 | 11.76% | Reduced |
|
| 22 |
UBS AM
Chicago,
Illinois
| $15.4B | -$2.1B | 63 | 8.62% | Reduced |
|
| 23 |
Massachusetts Financial Services
Boston,
Massachusetts
| $15.2B | -$516M | 21 | 5.69% | Reduced |
|
| 24 |
Bank of Montreal
Toronto,
Ontario, Canada
| $14.4B | -$1.03B | 58 | 6.21% | Reduced |
|
| 25 |
Jennison Associates
New York
| $14B | +$143M | 21 | 13.89% | Increased |
|