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
| $271B | +$2.27B | 91 | 7.38% | Increased |
|
| 2 |
BlackRock
New York
| $224B | +$2.73B | 97 | 7.02% | Increased |
|
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
| $143B | +$42.4M | 7 | 47.85% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $123B | -$1.02B | 95 | 7.25% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $71.1B | -$2.24B | 82 | 7.06% | Reduced |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $63B | +$1.66B | 62 | 10.13% | Increased |
|
| 7 |
Morgan Stanley
New York
| $59B | +$6.05B | 108 | 6.7% | Increased |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $58.5B | +$706M | 97 | 8.21% | Increased |
|
| 9 |
Northern Trust
Chicago,
Illinois
| $35.5B | -$365M | 88 | 7.46% | Reduced |
|
| 10 |
Norges Bank
Oslo,
Norway
| $33.9B | +$2.17B | 54 | 8.17% | Increased |
|
| 11 |
JP Morgan Chase
New York
| $33B | +$414M | 91 | 4.35% | Increased |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $29.6B | -$2.96B | 102 | 3.37% | Reduced |
|
| 13 |
Bank of New York Mellon
New York
| $29.6B | -$442M | 81 | 6.76% | Reduced |
|
| 14 |
Wellington Management Group
Boston,
Massachusetts
| $28.1B | -$2.12B | 54 | 5.64% | Reduced |
|
| 15 |
Legal & General Group
London,
United Kingdom
| $22.4B | -$1.3B | 77 | 8.61% | Reduced |
|
| 16 |
Nuveen
Charlotte,
North Carolina
| $20.4B | +$44.8M | 70 | 7.89% | Increased |
|
| 17 |
Goldman Sachs
New York
| $20.2B | -$1.23B | 88 | 4.96% | Reduced |
|
| 18 |
Capital International Investors
Los Angeles,
California
| $17.6B | +$130M | 20 | 4.71% | Increased |
|
| 19 |
Charles Schwab
San Francisco,
California
| $17.5B | +$409M | 74 | 5.65% | Increased |
|
| 20 |
Capital Research Global Investors
Los Angeles,
California
| $17.1B | -$331M | 19 | 5.16% | Reduced |
|
| 21 |
Massachusetts Financial Services
Boston,
Massachusetts
| $15.8B | -$439M | 19 | 5.53% | Reduced |
|
| 22 |
Fisher Asset Management
Camas,
Washington
| $15.8B | +$136M | 17 | 10.7% | Increased |
|
| 23 |
UBS AM
Chicago,
Illinois
| $15.4B | +$36.5M | 54 | 8.06% | Increased |
|
| 24 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $14.7B | +$650M | 96 | 4.23% | Increased |
|
| 25 |
Bank of Montreal
Toronto,
Ontario, Canada
| $14.5B | +$18.6M | 58 | 6.28% | Increased |
|