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
| $368B | -$4.4B | 87 | 8.72% | Reduced |
|
| 2 |
BlackRock
New York
| $303B | +$2.07B | 93 | 8.34% | Increased |
|
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
| $211B | +$255M | 8 | 60.5% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $167B | +$1.1B | 91 | 8.75% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $94.7B | -$2.08B | 83 | 7.94% | Reduced |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $81.8B | +$1.85B | 94 | 9.61% | Increased |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $81.7B | -$2.91B | 60 | 11.39% | Reduced |
|
| 8 |
Morgan Stanley
New York
| $77.3B | -$30.6M | 103 | 7.62% | Reduced |
|
| 9 |
JP Morgan Chase
New York
| $52.7B | +$3.63B | 89 | 5.73% | Increased |
|
| 10 |
Norges Bank
Oslo,
Norway
| $49.4B | +$1.18B | 50 | 9.75% | Increased |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $45.1B | -$2.27B | 83 | 8.68% | Reduced |
|
| 12 |
Bank of New York Mellon
New York
| $37.3B | -$896M | 76 | 7.82% | Reduced |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $36.7B | -$5.95B | 91 | 3.85% | Reduced |
|
| 14 |
Wellington Management Group
Boston,
Massachusetts
| $32.5B | +$740M | 48 | 6.16% | Increased |
|
| 15 |
Legal & General Group
London,
United Kingdom
| $31.7B | +$584M | 73 | 10.31% | Increased |
|
| 16 |
Goldman Sachs
New York
| $27B | -$580M | 84 | 5.79% | Reduced |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $26.8B | +$102M | 69 | 9.34% | Increased |
|
| 18 |
Charles Schwab
San Francisco,
California
| $24.1B | +$136M | 75 | 6.88% | Increased |
|
| 19 |
Capital Research Global Investors
Los Angeles,
California
| $22.5B | -$460M | 19 | 6.03% | Reduced |
|
| 20 |
Capital International Investors
Los Angeles,
California
| $22B | +$184M | 17 | 5.32% | Increased |
|
| 21 |
Capital World Investors
Los Angeles,
California
| $22B | +$2B | 14 | 4.23% | Increased |
|
| 22 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $21.2B | +$797M | 96 | 5.56% | Increased |
|
| 23 |
Invesco
Atlanta,
Georgia
| $19.8B | +$806M | 71 | 5.2% | Increased |
|
| 24 |
UBS AM
Chicago,
Illinois
| $18.6B | $0 | 57 | 8.99% | Maintained |
|
| 25 |
Bank of Montreal
Toronto,
Ontario, Canada
| $18B | +$1.02B | 54 | 6.22% | Increased |
|