33 companies

T. Rowe Price Group

Market Cap: US$25.6b

A publicly owned investment manager.

TROW

US$111.75

7D

-4.1%

1Y

8.4%

OTC Markets Group

Market Cap: US$630.1m

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

OTCM

US$53.25

7D

0%

1Y

-8.2%

Hennessy Advisors

Market Cap: US$77.4m

An publicly owned investment manager.

HNNA

US$9.82

7D

-0.08%

1Y

-22.8%

Jefferies Financial Group

Market Cap: US$12.7b

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

JEF

US$54.60

7D

-2.3%

1Y

-2.3%

Bladex

Market Cap: US$2.2b

A multinational bank, engages in financing of foreign trade and economic integration in Latin America and the Caribbean.

BLX

US$58.55

7D

-1.8%

1Y

48.9%

Federated Hermes

Market Cap: US$4.3b

A publicly owned investment manager.

FHI

US$59.96

7D

3.5%

1Y

21.8%

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$43.33

7D

1.0%

1Y

17.0%

Virtus Investment Partners

Market Cap: US$1.1b

A publicly owned investment manager.

VRTS

US$159.35

7D

-3.8%

1Y

-16.0%

Cass Information Systems

Market Cap: US$712.4m

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

CASS

US$55.92

7D

3.1%

1Y

41.1%

Radian Group

Market Cap: US$5.2b

Provides mortgage insurance in the United States.

RDN

US$38.99

7D

0.8%

1Y

18.4%

Federal Agricultural Mortgage

Market Cap: US$2.3b

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

AGM

US$227.60

7D

8.6%

1Y

33.7%

Value Line

Market Cap: US$323.1m

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

VALU

US$34.19

7D

-10.4%

1Y

-8.5%

Houlihan Lokey

Market Cap: US$9.0b

An investment banking company, provides merger and acquisition (M&A), capital market, financial restructurings and liability management, and financial and valuation advisory services worldwide.

New

HLI

US$125.49

7D

-10.5%

1Y

-33.9%

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$4.85

7D

2.1%

1Y

-41.1%

OneMain Holdings

Market Cap: US$7.3b

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

OMF

US$63.40

7D

7.9%

1Y

9.7%

Moelis

Market Cap: US$5.6b

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

MC

US$67.08

7D

0.1%

1Y

-2.2%

Cohen

Market Cap: US$84.1m

A publicly owned investment manager.

COHN

US$13.25

7D

-1.6%

1Y

15.9%

Alerus Financial

Market Cap: US$838.5m

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$33.27

7D

1.7%

1Y

62.8%

Navient

Market Cap: US$794.2m

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

NAVI

US$8.39

7D

1.9%

1Y

-33.7%

Jefferson Capital

Market Cap: US$1.1b

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

JCAP

US$20.11

7D

1.5%

1Y

23.6%

Morgan Stanley

Market Cap: US$330.2b

A financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Asia, Europe, the Middle East, and Africa.

MS

US$210.42

7D

-1.9%

1Y

51.3%

Main Street Capital

Market Cap: US$5.1b

A business development company and a small business investment company specializing in direct and indirect investments.

New

MAIN

US$54.41

7D

1.8%

1Y

-15.0%

Franklin Resources

Market Cap: US$17.2b

A publicly owned asset investment manager.

BEN

US$33.86

7D

4.2%

1Y

41.4%

U.S. Global Investors

Market Cap: US$35.8m

A publicly owned investment manager.

GROW

US$2.86

7D

-2.4%

1Y

20.4%

Lazard

Market Cap: US$4.1b

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

LAZ

US$42.38

7D

-4.4%

1Y

-15.6%

BlackRock

Market Cap: US$178.6b

A publicly owned investment manager.

BLK

US$1,090.39

7D

3.3%

1Y

-0.1%

Medallion Financial

Market Cap: US$225.5m

Operates as a specialty finance company in the United States.

MFIN

US$9.94

7D

1.7%

1Y

-2.0%

Central Securities

Market Cap: US$1.5b

A publicly owned investment manager.

CET

US$53.44

7D

2.4%

1Y

11.3%

HA Sustainable Infrastructure Capital

Market Cap: US$4.9b

Through its subsidiaries, engages in the investment in energy efficiency, renewable energy, and other sustainable infrastructure markets in the United States.

HASI

US$37.87

7D

-1.3%

1Y

47.4%

Futu Holdings

Market Cap: US$14.3b

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

FUTU

US$103.42

7D

4.5%

1Y

-32.7%

Adams Diversified Equity Fund

Market Cap: US$3.1b

A publicly owned investment manager.

ADX

US$25.52

7D

-1.4%

1Y

20.7%

CME Group

Market Cap: US$96.1b

Operates contract markets for the trading of futures and options on futures contracts worldwide.

CME

US$267.79

7D

4.9%

1Y

-4.6%

Fidelity National Information Services

Market Cap: US$23.8b

Fidelity National Information Services, Inc.

FIS

US$44.77

7D

7.9%

1Y

-42.9%