32 companies

T. Rowe Price Group

Market Cap: US$24.6b

A publicly owned investment manager.

TROW

US$116.50

7D

-0.7%

1Y

8.9%

Hennessy Advisors

Market Cap: US$77.7m

An publicly owned investment manager.

HNNA

US$9.82

7D

-1.7%

1Y

-23.8%

OTC Markets Group

Market Cap: US$627.0m

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

OTCM

US$53.99

7D

1.6%

1Y

-7.0%

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$55.86

7D

1.8%

1Y

-3.1%

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$59.64

7D

0.7%

1Y

42.9%

Federated Hermes

Market Cap: US$4.2b

A publicly owned investment manager.

FHI

US$57.92

7D

-1.3%

1Y

17.6%

MarketAxess Holdings

Market Cap: US$4.1b

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

MKTX

US$116.69

7D

2.5%

1Y

-44.8%

Virtus Investment Partners

Market Cap: US$1.1b

A publicly owned investment manager.

VRTS

US$165.66

7D

0.7%

1Y

-16.2%

Ally Financial

Market Cap: US$13.4b

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

ALLY

US$42.92

7D

-6.0%

1Y

11.4%

Cass Information Systems

Market Cap: US$694.7m

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

CASS

US$54.25

7D

1.7%

1Y

29.5%

Radian Group

Market Cap: US$5.1b

Provides mortgage insurance in the United States.

RDN

US$38.68

7D

-1.8%

1Y

14.4%

Federal Agricultural Mortgage

Market Cap: US$2.2b

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

AGM

US$209.51

7D

2.0%

1Y

19.3%

Value Line

Market Cap: US$355.8m

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

VALU

US$38.15

7D

-7.0%

1Y

-3.8%

Fidelity National Information Services

Market Cap: US$20.7b

Fidelity National Information Services, Inc.

FIS

US$41.51

7D

-1.0%

1Y

-49.3%

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$4.75

7D

-0.2%

1Y

-46.9%

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$19.82

7D

1.4%

1Y

16.7%

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$67.00

7D

-0.8%

1Y

-4.8%

Navient

Market Cap: US$793.3m

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

NAVI

US$8.23

7D

-4.9%

1Y

-41.1%

Alerus Financial

Market Cap: US$808.4m

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$32.70

7D

1.7%

1Y

50.6%

OneMain Holdings

Market Cap: US$6.8b

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

OMF

US$59.74

7D

-0.9%

1Y

0.6%

Cohen

Market Cap: US$83.9m

A publicly owned investment manager.

COHN

US$13.46

7D

-3.2%

1Y

13.8%

Morgan Stanley

Market Cap: US$338.3b

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$214.48

7D

-0.5%

1Y

50.0%

Franklin Resources

Market Cap: US$16.8b

A publicly owned asset investment manager.

BEN

US$32.49

7D

-0.4%

1Y

30.9%

U.S. Global Investors

Market Cap: US$36.0m

A publicly owned investment manager.

GROW

US$2.93

7D

-0.7%

1Y

18.1%

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$44.35

7D

2.8%

1Y

-19.1%

BlackRock

Market Cap: US$168.6b

A publicly owned investment manager.

BLK

US$1,055.67

7D

-1.5%

1Y

-6.0%

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$38.37

7D

-0.1%

1Y

37.4%

Central Securities

Market Cap: US$1.5b

A publicly owned investment manager.

CET

US$52.20

7D

-0.4%

1Y

7.2%

Medallion Financial

Market Cap: US$214.1m

Operates as a specialty finance company in the United States.

MFIN

US$9.77

7D

-1.8%

1Y

1.6%

CME Group

Market Cap: US$92.2b

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

CME

US$255.31

7D

4.2%

1Y

-8.7%

Adams Diversified Equity Fund

Market Cap: US$3.2b

A publicly owned investment manager.

ADX

US$25.88

7D

-0.3%

1Y

16.6%

Futu Holdings

Market Cap: US$13.9b

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

FUTU

US$99.36

7D

4.5%

1Y

-39.3%