41 companies

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.

New

BLX

US$58.32

7D

-0.9%

1Y

45.9%

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.

New

CASS

US$55.76

7D

3.3%

1Y

39.4%

Northern Trust

Market Cap: US$32.5b

A financial holding company, provides wealth management, asset servicing, asset management, and banking solutions for corporations, institutions, families, and individuals.

NTRS

US$182.61

7D

2.6%

1Y

40.5%

Synchrony Financial

Market Cap: US$24.4b

Operates as a consumer financial services company in the United States.

SYF

US$77.17

7D

7.5%

1Y

10.8%

State Street

Market Cap: US$48.4b

Provides various financial products and services to institutional investors.

STT

US$182.82

7D

-0.8%

1Y

63.6%

Bank of New York Mellon

Market Cap: US$103.5b

Provides a range of financial products and services in the United States and internationally.

BNY

US$156.08

7D

-2.5%

1Y

53.8%

Value Line

Market Cap: US$332.6m

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

VALU

US$34.78

7D

-8.3%

1Y

-6.4%

MSCI

Market Cap: US$42.4b

Provides research-based data, analytics, and indexes, supported by advanced technology worldwide.

MSCI

US$575.74

7D

4.2%

1Y

2.6%

Ameriprise Financial

Market Cap: US$47.8b

Operates as a diversified financial services company in the United States and internationally.

AMP

US$544.46

7D

4.7%

1Y

5.1%

FirstCash Holdings

Market Cap: US$8.8b

Operates retail pawn stores in the United States, Mexico, rest of Latin America, and the United Kingdom.

New

FCFS

US$201.94

7D

2.3%

1Y

51.5%

Nasdaq

Market Cap: US$53.4b

Operates as a technology company that serves capital markets and other industries in the United States and internationally.

NDAQ

US$95.16

7D

5.2%

1Y

-1.1%

American Express

Market Cap: US$223.9b

Operates as an integrated payments company in the United States, Europe, the Middle East and Africa, the Asia Pacific, Australia, New Zealand, Latin America, Canada, the Caribbean, and internationally.

AXP

US$337.52

7D

-1.0%

1Y

12.8%

Noah Holdings

Market Cap: US$587.8m

Operates as a wealth and asset management service provider with the focus on investment and asset allocation services for high net worth individuals and corporate entities in Mainland of China, Hong Kong, and internationally.

NOAH

US$8.49

7D

-1.7%

1Y

-30.1%

Main Street Capital

Market Cap: US$5.1b

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

MAIN

US$54.44

7D

2.5%

1Y

-15.9%

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%

U.S. Global Investors

Market Cap: US$36.3m

A publicly owned investment manager.

GROW

US$2.92

7D

0.7%

1Y

22.2%

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%

Moody's

Market Cap: US$83.7b

Operates as an integrated risk assessment firm in the United States, the rest of the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

MCO

US$482.26

7D

2.1%

1Y

-6.5%

S&P Global

Market Cap: US$123.7b

Provides benchmarks, data, analytics, and workflow solutions in the global capital, energy and commodity, and automotive markets.

SPGI

US$415.00

7D

-1.2%

1Y

-24.7%

Charles Schwab

Market Cap: US$181.7b

Operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally.

New

SCHW

US$104.33

7D

2.7%

1Y

6.8%

Goldman Sachs Group

Market Cap: US$300.7b

A financial institution, provides a range of financial services for corporations, financial institutions, governments, and individuals in the Americas, Europe, the Middle East, Africa, and Asia.

GS

US$1,024.86

7D

-4.6%

1Y

41.6%

Morningstar

Market Cap: US$7.5b

Provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally.

MORN

US$193.12

7D

15.2%

1Y

-30.1%

BlackRock

Market Cap: US$175.5b

A publicly owned investment manager.

BLK

US$1,098.37

7D

5.9%

1Y

-0.7%

Hercules Capital

Market Cap: US$2.9b

A business development company.

New

HTGC

US$15.94

7D

1.9%

1Y

-15.0%

Intercontinental Exchange

Market Cap: US$87.4b

Provides technology and data to financial institutions, corporations, and government entities in the United States, the United Kingdom, the European Union, Canada, Asia Pacific, and the Middle East.

ICE

US$156.27

7D

9.1%

1Y

-15.5%

Adams Diversified Equity Fund

Market Cap: US$3.0b

A publicly owned investment manager.

ADX

US$25.20

7D

-3.0%

1Y

16.7%

Cherry Hill Mortgage Investment

Market Cap: US$83.8m

A residential real estate finance company, acquires, invests, and manages residential mortgage assets in the United States.

CHMI

US$2.25

7D

-0.4%

1Y

-19.1%

TPG Mortgage Investment Trust

Market Cap: US$227.7m

Operates as a residential mortgage real estate investment trust in the United States.

MITT

US$7.09

7D

-2.3%

1Y

-6.2%

Annaly Capital Management

Market Cap: US$17.3b

A diversified capital manager, engages in the residential mortgage finance business.

NLY

US$23.08

7D

3.5%

1Y

13.5%

Invesco Mortgage Capital

Market Cap: US$687.8m

Operates as a real estate investment trust (REIT) that invests, finances, and manages mortgage-backed securities and other mortgage-related assets in the United States.

IVR

US$7.41

7D

-3.0%

1Y

-1.9%

Waterstone Financial

Market Cap: US$369.7m

Operates as a bank holding company for WaterStone Bank SSB that provides various financial services to customers in southeastern Wisconsin, the United States.

WSBF

US$20.45

7D

5.1%

1Y

53.6%

AGNC Investment

Market Cap: US$12.7b

Provides private capital to housing market in the United States.

AGNC

US$10.92

7D

3.4%

1Y

15.8%

Capital Southwest

Market Cap: US$1.5b

A business development company.

CSWC

US$23.59

7D

0.6%

1Y

3.4%

Page 1 of 2