42 companies

PJT Partners

Market Cap: US$6.2b

An investment bank, provides various strategic advisory, shareholder advisory, capital markets advisory, and restructuring and special situations services to corporations, financial sponsors, institutional investors, and governments worldwide.

PJT

US$150.88

7D

2.1%

1Y

41.5%

Jack Henry & Associates

Market Cap: US$13.3b

A financial technology company that connects people and financial institutions through technology solutions and payment processing services that reduce the barriers to financial health.

JKHY

US$180.08

7D

-1.0%

1Y

11.7%

Victory Capital Holdings

Market Cap: US$4.2b

Operates as an asset management company in the United States and internationally.

VCTR

US$62.41

7D

1.7%

1Y

19.4%

SEI Investments

Market Cap: US$10.6b

A publicly owned asset management holding company.

SEIC

US$84.84

7D

0.4%

1Y

26.7%

eToro Group

Market Cap: US$5.4b

Engages in the trading business.

ETOR

US$62.07

7D

-6.6%

1Y

n/a

Hamilton Lane

Market Cap: US$9.8b

A private equity and venture capital firm specializing in early venture, emerging growth, turnaround, middle market, mature, mid-venture, bridge, buyout, distressed/vulture, loan, mezzanine in growth capital companies.

HLNE

US$156.08

7D

-4.7%

1Y

25.9%

Futu Holdings

Market Cap: US$14.9b

Provides digitalized securities brokerage and wealth management product distribution service in Hong Kong and internationally.

New

FUTU

US$107.36

7D

-3.9%

1Y

42.9%

Qifu Technology

Market Cap: US$5.7b

Qifu Technology, Inc., together with its subsidiaries, operate AI-empowered credit-tech platform under the Qifu Jietiao brand in the People’s Republic of China.

QFIN

US$42.44

7D

-1.2%

1Y

116.2%

FirstCash Holdings

Market Cap: US$5.6b

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

FCFS

US$127.24

7D

0.2%

1Y

8.6%

FinVolution Group

Market Cap: US$2.2b

Operates in the online consumer finance industry.

FINV

US$8.72

7D

3.7%

1Y

84.4%

Stifel Financial

Market Cap: US$9.7b

Operates as the bank holding company for Stifel, Nicolaus & Company, Incorporated that provides retail and institutional wealth management, and investment banking services to individual investors, corporations, municipalities, and institutions in the United States and internationally.

SF

US$94.94

7D

0.7%

1Y

20.1%

Nasdaq

Market Cap: US$47.9b

Operates as a technology company that serves capital markets and other industries worldwide.

NDAQ

US$83.38

7D

2.0%

1Y

41.3%

Sezzle

Market Cap: US$3.7b

Operates as a technology-enabled payments company primarily in the United States and Canada.

SEZL

US$109.15

7D

7.4%

1Y

706.8%

Paymentus Holdings

Market Cap: US$4.6b

Provides cloud-based bill payment technology and solutions in the United States and internationally.

PAY

US$38.23

7D

0.8%

1Y

104.1%

Morgan Stanley

Market Cap: US$204.6b

A financial holding company, provides various financial products and services to governments, financial institutions, and individuals in the Americas, Asia, Europe, Middle East, and Africa.

MS

US$128.16

7D

1.5%

1Y

31.8%

Block

Market Cap: US$38.0b

Block, Inc., together with its subsidiaries, builds ecosystems focused on commerce and financial products and services in the United States and internationally.

XYZ

US$62.16

7D

6.5%

1Y

-4.4%

FactSet Research Systems

Market Cap: US$17.5b

Operates as a financial digital platform and enterprise solutions provider for the investment community worldwide.

FDS

US$465.57

7D

0.3%

1Y

14.5%

Marex Group

Market Cap: US$3.2b

A financial services platform provider company, provides liquidity, market access, and infrastructure services to clients in the energy, commodities, and financial markets in the United Kingdom, the United States, and internationally.

MRX

US$43.07

7D

-1.6%

1Y

100.3%

Northern Trust

Market Cap: US$20.8b

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

NTRS

US$107.32

7D

0.9%

1Y

29.5%

Tradeweb Markets

Market Cap: US$34.1b

Tradeweb Markets Inc., together with its subsidiaries, builds and operates electronic marketplaces worldwide.

TW

US$143.41

7D

-0.5%

1Y

32.2%

Robinhood Markets

Market Cap: US$57.5b

Operates financial services platform in the United States.

HOOD

US$63.95

7D

-1.3%

1Y

192.8%

Interactive Brokers Group

Market Cap: US$89.1b

Operates as an automated electronic broker in the United States and internationally.

IBKR

US$209.30

7D

1.2%

1Y

64.1%

Morningstar

Market Cap: US$13.0b

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

MORN

US$308.93

7D

0.7%

1Y

7.5%

Cohen & Steers

Market Cap: US$4.0b

A publicly owned asset management holding company.

CNS

US$77.46

7D

1.8%

1Y

13.3%

S&P Global

Market Cap: US$156.9b

Provides credit ratings, benchmarks, analytics, and workflow solutions in the global capital, commodity, and automotive markets.

SPGI

US$514.10

7D

0.5%

1Y

21.9%

Charles Schwab

Market Cap: US$160.0b

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.

SCHW

US$87.76

7D

0.5%

1Y

22.1%

Fidelity National Information Services

Market Cap: US$42.0b

Fidelity National Information Services, Inc.

FIS

US$78.27

7D

-0.09%

1Y

5.7%

Raymond James Financial

Market Cap: US$29.5b

A diversified financial services company, provides private client group, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities in the United States, Canada, and Europe.

RJF

US$147.73

7D

0.9%

1Y

21.2%

Houlihan Lokey

Market Cap: US$12.2b

An investment banking company, provides merger and acquisition (M&A), capital market, financial restructuring and liability management, and financial and valuation advisory services worldwide.

HLI

US$175.01

7D

1.1%

1Y

30.6%

Piper Sandler Companies

Market Cap: US$4.5b

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$252.96

7D

0.7%

1Y

20.3%

Artisan Partners Asset Management

Market Cap: US$3.3b

Artisan Partners Asset Management Inc. is publicly owned investment manager.

APAM

US$40.72

7D

-1.4%

1Y

-6.2%

Dave

Market Cap: US$2.9b

Provides various financial products and services through its financial services platform in the United States.

DAVE

US$208.32

7D

4.8%

1Y

338.8%

Berkshire Hathaway

Market Cap: US$1.1t

Through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses worldwide.

BRK.A

US$758,576.87

7D

0.3%

1Y

22.8%

WEX

Market Cap: US$4.7b

Operates a commerce platform in the United States and internationally.

WEX

US$134.45

7D

-2.1%

1Y

-27.0%

PagSeguro Digital

Market Cap: US$2.6b

Engages in the provision of financial and payment solutions for consumers, individual entrepreneurs, micro-merchants, and small and medium-sized companies in Brazil and internationally.

PAGS

US$8.58

7D

-3.1%

1Y

-29.1%

Shift4 Payments

Market Cap: US$8.0b

Engages in the provision of software and payment processing solutions in the United States and internationally.

FOUR

US$92.59

7D

5.8%

1Y

41.1%

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