35 companies

T. Rowe Price Group

Market Cap: US$24.7b

A publicly owned investment manager.

TROW

US$115.79

7D

-2.6%

1Y

9.8%

Hennessy Advisors

Market Cap: US$78.4m

An publicly owned investment manager.

HNNA

US$9.76

7D

-2.1%

1Y

-22.7%

OTC Markets Group

Market Cap: US$653.5m

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

OTCM

US$55.00

7D

1.9%

1Y

-2.7%

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$59.11

7D

-1.6%

1Y

44.7%

Jefferies Financial Group

Market Cap: US$12.8b

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

JEF

US$55.71

7D

-2.7%

1Y

-3.4%

Federated Hermes

Market Cap: US$4.6b

A publicly owned investment manager.

FHI

US$64.96

7D

7.3%

1Y

26.4%

Virtus Investment Partners

Market Cap: US$1.1b

A publicly owned investment manager.

VRTS

US$166.39

7D

-2.7%

1Y

-12.9%

Ally Financial

Market Cap: US$13.3b

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

ALLY

US$44.99

7D

2.0%

1Y

20.8%

Cass Information Systems

Market Cap: US$722.0m

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

CASS

US$57.05

7D

1.9%

1Y

38.2%

Radian Group

Market Cap: US$5.2b

Provides mortgage insurance in the United States.

RDN

US$39.64

7D

0.9%

1Y

19.2%

Federal Agricultural Mortgage

Market Cap: US$2.5b

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

AGM

US$241.74

7D

13.7%

1Y

39.8%

Houlihan Lokey

Market Cap: US$8.8b

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$128.25

7D

-11.8%

1Y

-33.3%

Value Line

Market Cap: US$330.8m

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

VALU

US$35.27

7D

-0.5%

1Y

-8.2%

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$4.92

7D

0%

1Y

-42.0%

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$68.69

7D

0.1%

1Y

-2.2%

Cohen

Market Cap: US$90.1m

A publicly owned investment manager.

COHN

US$12.52

7D

-8.0%

1Y

9.9%

OneMain Holdings

Market Cap: US$7.4b

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

OMF

US$65.42

7D

5.1%

1Y

16.4%

Alerus Financial

Market Cap: US$849.7m

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$34.12

7D

3.0%

1Y

62.6%

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$20.47

7D

-0.3%

1Y

19.5%

Navient

Market Cap: US$829.9m

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

NAVI

US$9.36

7D

7.0%

1Y

-25.1%

Main Street Capital

Market Cap: US$5.2b

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

New

MAIN

US$57.15

7D

3.3%

1Y

-10.2%

Morgan Stanley

Market Cap: US$332.1b

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$217.04

7D

2.6%

1Y

54.5%

Franklin Resources

Market Cap: US$17.9b

A publicly owned asset investment manager.

BEN

US$35.77

7D

7.3%

1Y

41.7%

U.S. Global Investors

Market Cap: US$37.0m

A publicly owned investment manager.

GROW

US$2.98

7D

-0.7%

1Y

24.7%

Lazard

Market Cap: US$4.2b

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

LAZ

US$43.74

7D

2.3%

1Y

-15.7%

Central Securities

Market Cap: US$1.6b

A publicly owned investment manager.

CET

US$55.25

7D

4.9%

1Y

14.5%

HA Sustainable Infrastructure Capital

Market Cap: US$5.0b

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

HASI

US$38.90

7D

0.4%

1Y

52.2%

Medallion Financial

Market Cap: US$236.6m

Operates as a specialty finance company in the United States.

MFIN

US$10.90

7D

9.9%

1Y

5.1%

BlackRock

Market Cap: US$183.2b

A publicly owned investment manager.

BLK

US$1,131.13

7D

3.1%

1Y

1.9%

Adams Natural Resources Fund

Market Cap: US$753.0m

A publicly owned investment manager.

New

PEO

US$26.63

7D

0.8%

1Y

27.3%

Adams Diversified Equity Fund

Market Cap: US$3.2b

A publicly owned investment manager.

ADX

US$26.05

7D

3.5%

1Y

21.7%

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.

New

PIPR

US$76.14

7D

-1.7%

1Y

-5.9%

CME Group

Market Cap: US$95.7b

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

CME

US$262.63

7D

1.0%

1Y

-7.7%

Futu Holdings

Market Cap: US$15.0b

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

FUTU

US$109.00

7D

7.0%

1Y

-29.8%

Fidelity National Information Services

Market Cap: US$23.1b

Fidelity National Information Services, Inc.

FIS

US$44.26

7D

-1.5%

1Y

-38.7%