33 companies

T. Rowe Price Group

Market Cap: US$22.2b

A publicly owned investment manager.

TROW

US$104.50

7D

2.6%

1Y

11.2%

Hennessy Advisors

Market Cap: US$81.8m

An publicly owned investment manager.

HNNA

US$10.39

7D

1.5%

1Y

-0.4%

OTC Markets Group

Market Cap: US$613.8m

Operates regulated markets for trading 12,000 U.S.

OTCM

US$52.50

7D

1.0%

1Y

4.0%

Banco Latinoamericano de Comercio Exterior S. A

Market Cap: US$2.1b

Banco Latinoamericano de Comercio Exterior, S.

BLX

US$56.59

7D

2.4%

1Y

37.6%

Federated Hermes

Market Cap: US$4.1b

A publicly owned investment manager.

FHI

US$56.89

7D

5.8%

1Y

35.6%

MarketAxess Holdings

Market Cap: US$4.7b

Operates an electronic trading platform for institutional investor and broker-dealer firms in the United States, the United Kingdom, and internationally.

MKTX

US$130.94

7D

-5.0%

1Y

-39.0%

Ally Financial

Market Cap: US$13.1b

A digital financial-services company, provides various digital financial products and services in the United States and Canada.

ALLY

US$42.94

7D

0.8%

1Y

23.0%

Virtus Investment Partners

Market Cap: US$963.0m

A publicly owned investment manager.

VRTS

US$144.01

7D

4.4%

1Y

-15.9%

Cass Information Systems

Market Cap: US$599.2m

Provides payment and information processing services to manufacturing, distribution, and retail enterprises in the United States.

CASS

US$46.25

7D

-0.2%

1Y

8.1%

State Street

Market Cap: US$43.9b

Provides various financial products and services to institutional investors.

STT

US$157.92

7D

2.5%

1Y

63.1%

Voya Financial

Market Cap: US$7.5b

Provides workplace benefits, and savings solutions and technologies in the United States and internationally.

VOYA

US$80.96

7D

-1.7%

1Y

22.8%

Radian Group

Market Cap: US$4.7b

Provides mortgage insurance in the United States.

RDN

US$35.31

7D

-6.1%

1Y

3.8%

Fidelity National Information Services

Market Cap: US$21.8b

Fidelity National Information Services, Inc.

FIS

US$42.02

7D

-1.6%

1Y

-47.5%

SuRo Capital

Market Cap: US$362.1m

A venture capital, mezzanine, secondary(direct) and business development company specializing in growth capital, emerging growth, late stage and venture capital-backed private companies.

SSSS

US$13.76

7D

1.9%

1Y

115.0%

Value Line

Market Cap: US$313.4m

Engages in the production and sale of investment periodicals and related publications.

VALU

US$33.21

7D

-1.2%

1Y

-13.6%

Federal Agricultural Mortgage

Market Cap: US$1.9b

Provides a secondary market for various loans made to borrowers in the United States.

AGM

US$177.85

7D

1.4%

1Y

-4.0%

FinVolution Group

Market Cap: US$1.2b

An investment holding company, operates in the online consumer finance industry in the People’s Republic of China, Indonesia, Philippines, and internationally.

FINV

US$5.50

7D

15.3%

1Y

-36.0%

Jefferies Financial Group

Market Cap: US$10.6b

Operates as an investment banking and capital markets firm in the Americas, Europe, the Middle East, and the Asia-Pacific.

JEF

US$52.15

7D

1.1%

1Y

6.2%

Navient

Market Cap: US$803.6m

Provides technology-enabled education finance for education in the United States.

NAVI

US$8.12

7D

-2.3%

1Y

-39.3%

Alerus Financial

Market Cap: US$724.7m

Operates as the bank holding company for Alerus Financial, National Association that provides various financial services to businesses and consumers in the United States.

ALRS

US$28.71

7D

2.1%

1Y

36.9%

Jefferson Capital

Market Cap: US$958.2m

Provides debt recovery solutions and other related services in the United States, the United Kingdom, Canada, and Latin America.

JCAP

US$17.16

7D

-0.6%

1Y

n/a

Moelis

Market Cap: US$5.4b

Operates as an investment banking advisory company in North and South America, Europe, the Middle East, Asia, and Australia.

MC

US$65.87

7D

2.6%

1Y

15.3%

OneMain Holdings

Market Cap: US$6.2b

A financial service holding company, engages in the consumer finance and insurance businesses in the United States.

OMF

US$54.28

7D

0.2%

1Y

4.3%

Noah Holdings

Market Cap: US$654.1m

Operates as a wealth and asset management service provider with the focus on investment and asset allocation services for high net worth individuals and corporate entities in Mainland of China, Hong Kong, and internationally.

NOAH

US$10.10

7D

-1.4%

1Y

1.1%

Lazard

Market Cap: US$4.8b

Operates as a financial advisory and asset management firm in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

LAZ

US$48.14

7D

2.0%

1Y

9.2%

Franklin Resources

Market Cap: US$16.5b

A publicly owned asset investment manager.

BEN

US$31.67

7D

1.5%

1Y

46.3%

Silvercrest Asset Management Group

Market Cap: US$136.8m

A wealth management firm, provides financial advisory and related family office services in the United States.

SAMG

US$11.29

7D

-4.4%

1Y

-21.0%

GCM Grosvenor

Market Cap: US$2.2b

GCM Grosvenor Inc. is global alternative asset management solutions provider.

GCMG

US$10.79

7D

3.5%

1Y

-15.6%

Medallion Financial

Market Cap: US$221.8m

Operates as a specialty finance company in the United States.

MFIN

US$9.59

7D

1.5%

1Y

2.6%

Central Securities

Market Cap: US$1.6b

A publicly owned investment manager.

CET

US$53.15

7D

0.9%

1Y

14.9%

BlackRock

Market Cap: US$175.4b

A publicly owned investment manager.

BLK

US$1,070.34

7D

1.8%

1Y

10.2%

Adams Diversified Equity Fund

Market Cap: US$3.1b

A publicly owned investment manager.

ADX

US$25.13

7D

1.2%

1Y

23.9%

Futu Holdings

Market Cap: US$15.1b

Engages in the provision of digitalized securities brokerage and wealth management product distribution service in Hong Kong and internationally.

New

FUTU

US$110.22

7D

-11.6%

1Y

2.3%