33 companies

T. Rowe Price Group

Market Cap: US$23.6b

A publicly owned investment manager.

TROW

US$110.46

7D

-2.9%

1Y

3.6%

Hennessy Advisors

Market Cap: US$79.2m

An publicly owned investment manager.

HNNA

US$9.98

7D

0.6%

1Y

-8.7%

OTC Markets Group

Market Cap: US$647.0m

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

OTCM

US$55.70

7D

1.3%

1Y

2.2%

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$54.56

7D

-1.4%

1Y

-9.1%

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$55.10

7D

-1.6%

1Y

22.4%

Federated Hermes

Market Cap: US$4.6b

A publicly owned investment manager.

FHI

US$64.15

7D

1.6%

1Y

21.1%

Virtus Investment Partners

Market Cap: US$1.1b

A publicly owned investment manager.

VRTS

US$168.14

7D

1.4%

1Y

-12.6%

Ally Financial

Market Cap: US$13.5b

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

ALLY

US$43.61

7D

-0.4%

1Y

13.6%

Cass Information Systems

Market Cap: US$748.0m

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

CASS

US$57.26

7D

-0.05%

1Y

36.1%

Radian Group

Market Cap: US$4.9b

Provides mortgage insurance in the United States.

RDN

US$37.05

7D

1.5%

1Y

7.8%

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.

HLI

US$125.22

7D

1.5%

1Y

-34.5%

Fidelity National Information Services

Market Cap: US$22.1b

Fidelity National Information Services, Inc.

FIS

US$41.17

7D

-3.2%

1Y

-41.0%

Value Line

Market Cap: US$352.5m

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

VALU

US$35.89

7D

-1.4%

1Y

-6.4%

Federal Agricultural Mortgage

Market Cap: US$2.5b

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

AGM

US$231.72

7D

-0.8%

1Y

21.0%

FinVolution Group

Market Cap: US$1.1b

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

FINV

US$4.37

7D

-7.4%

1Y

-51.5%

OneMain Holdings

Market Cap: US$7.6b

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

OMF

US$65.15

7D

3.2%

1Y

12.0%

Navient

Market Cap: US$860.0m

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

NAVI

US$9.16

7D

8.1%

1Y

-29.2%

Jefferson Capital

Market Cap: US$1.4b

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

JCAP

US$23.65

7D

12.1%

1Y

24.7%

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$33.49

7D

0.8%

1Y

55.3%

Moelis

Market Cap: US$5.5b

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

MC

US$66.73

7D

4.8%

1Y

-6.8%

Main Street Capital

Market Cap: US$5.5b

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

MAIN

US$58.15

7D

-0.6%

1Y

-11.4%

Morgan Stanley

Market Cap: US$341.4b

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$218.21

7D

1.3%

1Y

50.7%

Lazard

Market Cap: US$4.4b

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

LAZ

US$43.75

7D

2.5%

1Y

-18.3%

U.S. Global Investors

Market Cap: US$39.4m

A publicly owned investment manager.

GROW

US$3.18

7D

2.6%

1Y

29.3%

Franklin Templeton

Market Cap: US$17.2b

Franklin Resources, Inc. is a publicly owned asset investment manager.

BEN

US$34.19

7D

2.0%

1Y

36.4%

HA Sustainable Infrastructure Capital

Market Cap: US$5.4b

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

HASI

US$42.13

7D

3.8%

1Y

53.2%

Central Securities

Market Cap: US$1.6b

A publicly owned investment manager.

CET

US$54.90

7D

-0.8%

1Y

10.6%

Adams Natural Resources Fund

Market Cap: US$779.1m

A publicly owned investment manager.

PEO

US$27.94

7D

2.4%

1Y

33.7%

Medallion Financial

Market Cap: US$256.8m

Operates as a specialty finance company in the United States.

MFIN

US$11.10

7D

2.3%

1Y

8.4%

Adams Diversified Equity Fund

Market Cap: US$3.3b

A publicly owned investment manager.

ADX

US$26.23

7D

0.04%

1Y

20.2%

Futu Holdings

Market Cap: US$14.8b

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

FUTU

US$109.50

7D

0.7%

1Y

-36.7%

CME Group

Market Cap: US$97.0b

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

CME

US$267.88

7D

1.6%

1Y

-0.9%

Piper Sandler Companies

Market Cap: US$5.4b

Operates as an investment bank and institutional securities firm that serves corporations, private equity groups, public entities, non-profit entities, and institutional investors in the United States and internationally.

PIPR

US$75.24

7D

0.5%

1Y

-7.6%