34 companies

T. Rowe Price Group

Market Cap: US$25.6b

A publicly owned investment manager.

TROW

US$119.28

7D

2.4%

1Y

15.7%

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$55.09

7D

-0.9%

1Y

-4.5%

Bladex

Market Cap: US$2.1b

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

BLX

US$58.32

7D

-0.9%

1Y

45.9%

Federated Hermes

Market Cap: US$4.4b

A publicly owned investment manager.

FHI

US$59.47

7D

3.8%

1Y

20.0%

Virtus Investment Partners

Market Cap: US$1.1b

A publicly owned investment manager.

VRTS

US$163.50

7D

0.3%

1Y

-15.4%

Ally Financial

Market Cap: US$12.9b

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

ALLY

US$43.48

7D

-1.1%

1Y

14.9%

Cass Information Systems

Market Cap: US$715.6m

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

CASS

US$55.76

7D

3.3%

1Y

39.4%

State Street

Market Cap: US$48.4b

Provides various financial products and services to institutional investors.

New

STT

US$182.82

7D

-0.8%

1Y

63.6%

Radian Group

Market Cap: US$5.3b

Provides mortgage insurance in the United States.

RDN

US$38.81

7D

1.7%

1Y

19.0%

Houlihan Lokey

Market Cap: US$9.7b

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$128.34

7D

-6.9%

1Y

-32.7%

Federal Agricultural Mortgage

Market Cap: US$2.3b

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

AGM

US$220.30

7D

7.2%

1Y

27.9%

Value Line

Market Cap: US$326.4m

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

VALU

US$34.43

7D

-9.8%

1Y

-7.8%

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$4.89

7D

3.6%

1Y

-43.1%

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$20.06

7D

4.9%

1Y

18.9%

Moelis

Market Cap: US$5.3b

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

MC

US$68.35

7D

4.2%

1Y

-2.6%

Alerus Financial

Market Cap: US$823.3m

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$33.56

7D

4.3%

1Y

58.8%

Cohen

Market Cap: US$83.7m

A publicly owned investment manager.

COHN

US$13.50

7D

0.2%

1Y

16.8%

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%

Navient

Market Cap: US$792.8m

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

NAVI

US$8.45

7D

2.7%

1Y

-33.3%

Morgan Stanley

Market Cap: US$319.3b

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$210.06

7D

-2.4%

1Y

47.5%

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$54.44

7D

2.5%

1Y

-15.9%

Franklin Resources

Market Cap: US$16.8b

A publicly owned asset investment manager.

BEN

US$33.17

7D

2.7%

1Y

38.2%

Lazard

Market Cap: US$4.0b

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

LAZ

US$41.95

7D

-2.6%

1Y

-19.3%

U.S. Global Investors

Market Cap: US$36.2m

A publicly owned investment manager.

GROW

US$2.89

7D

-1.4%

1Y

21.7%

Medallion Financial

Market Cap: US$221.7m

Operates as a specialty finance company in the United States.

MFIN

US$10.10

7D

5.6%

1Y

-1.1%

Central Securities

Market Cap: US$1.5b

A publicly owned investment manager.

CET

US$52.40

7D

-0.08%

1Y

7.6%

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$37.96

7D

-1.0%

1Y

46.2%

BlackRock

Market Cap: US$175.5b

A publicly owned investment manager.

BLK

US$1,098.37

7D

5.9%

1Y

-0.7%

Adams Diversified Equity Fund

Market Cap: US$3.0b

A publicly owned investment manager.

ADX

US$25.20

7D

-3.0%

1Y

16.7%

Fidelity National Information Services

Market Cap: US$24.2b

Fidelity National Information Services, Inc.

FIS

US$46.00

7D

14.9%

1Y

-42.1%

CME Group

Market Cap: US$95.4b

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

CME

US$267.22

7D

5.1%

1Y

-4.0%

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%