39 companies

Remitly Global

Market Cap: US$4.7b

Engages in the provision of digital financial services in the United States, Canada, and internationally.

RELY

US$22.79

7D

-4.4%

1Y

60.0%

PJT Partners

Market Cap: US$6.1b

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$150.49

7D

4.3%

1Y

48.7%

FinVolution Group

Market Cap: US$2.2b

Operates in the online consumer finance industry.

FINV

US$8.50

7D

2.4%

1Y

68.3%

MarketAxess Holdings

Market Cap: US$8.0b

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

MKTX

US$216.01

7D

-6.5%

1Y

0.6%

Marqeta

Market Cap: US$2.3b

Operates a cloud-based open API platform for card issuing and transaction processing services.

MQ

US$5.04

7D

9.6%

1Y

-10.5%

Paymentus Holdings

Market Cap: US$4.8b

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

PAY

US$38.93

7D

5.6%

1Y

107.2%

Berkshire Hathaway

Market Cap: US$1.1t

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

BRK.A

US$770,660.00

7D

-0.04%

1Y

22.4%

Block

Market Cap: US$35.0b

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

XYZ

US$57.66

7D

14.5%

1Y

-20.2%

Toast

Market Cap: US$26.2b

Operates a cloud-based digital technology platform for the restaurant industry in the United States, Ireland, India, and internationally.

TOST

US$44.72

7D

9.5%

1Y

65.7%

Kaspi.kz

Market Cap: US$15.6b

Provides payments, marketplace, and fintech solutions for consumers and merchants in Kazakhstan, Azerbaijan, and Ukraine.

KSPI

US$83.42

7D

-7.4%

1Y

-29.1%

eToro Group

Market Cap: US$5.5b

Through its subsidiaries, owns and operates an online investment trading platform, which is a social trading platform that offers a wide range of tools for investing in the capital markets.

New

ETOR

US$64.15

7D

n/a

1Y

n/a

SEI Investments

Market Cap: US$10.6b

A publicly owned asset management holding company.

SEIC

US$85.38

7D

4.7%

1Y

25.0%

Cohen & Steers

Market Cap: US$4.3b

A publicly owned asset management holding company.

CNS

US$82.84

7D

3.1%

1Y

13.0%

Webull

Market Cap: US$5.7b

Operates as a digital investment platform.

BULL

US$12.41

7D

-24.4%

1Y

11.5%

Essent Group

Market Cap: US$6.0b

Through its subsidiaries, provides private mortgage insurance and reinsurance for mortgages secured by residential properties located in the United States.

ESNT

US$59.83

7D

2.2%

1Y

5.3%

Houlihan Lokey

Market Cap: US$12.6b

An investment banking company, provides merger and acquisition (M&A), capital market, financial restructuring, and financial and valuation advisory services in the United States and internationally.

HLI

US$180.81

7D

3.9%

1Y

34.8%

CME Group

Market Cap: US$98.7b

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

CME

US$276.29

7D

-2.8%

1Y

29.6%

Federated Hermes

Market Cap: US$3.2b

A publicly owned investment manager.

FHI

US$43.34

7D

1.3%

1Y

32.2%

Moelis

Market Cap: US$4.9b

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

MC

US$61.47

7D

11.8%

1Y

8.5%

Janus Henderson Group

Market Cap: US$6.0b

An asset management holding entity.

JHG

US$38.71

7D

6.5%

1Y

12.6%

Jack Henry & Associates

Market Cap: US$13.2b

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$182.67

7D

0.9%

1Y

8.1%

T. Rowe Price Group

Market Cap: US$21.5b

A publicly owned investment manager.

TROW

US$98.06

7D

5.7%

1Y

-16.0%

AvidXchange Holdings

Market Cap: US$2.0b

Provides accounts payable (AP) automation software and payment solutions for middle market businesses and their suppliers in the United States.

AVDX

US$9.73

7D

0%

1Y

-13.8%

Payoneer Global

Market Cap: US$2.6b

Operates as a financial technology company.

PAYO

US$7.21

7D

8.7%

1Y

22.8%

Dave

Market Cap: US$2.4b

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

DAVE

US$185.45

7D

10.9%

1Y

272.2%

Cboe Global Markets

Market Cap: US$23.1b

Through its subsidiaries, operates as an options exchange in the United States and internationally.

CBOE

US$220.95

7D

-4.6%

1Y

20.4%

Franklin Resources

Market Cap: US$11.7b

A publicly owned asset management holding company.

BEN

US$22.38

7D

6.9%

1Y

-7.8%

DigitalBridge Group

Market Cap: US$2.2b

DigitalBridge (NYSE: DBRG) is a leading global alternative asset manager dedicated to investing in digital infrastructure.

New

DBRG

US$11.95

7D

38.6%

1Y

-13.7%

Coinbase Global

Market Cap: US$62.3b

Operates platform for crypto assets in the United States and internationally.

COIN

US$266.46

7D

33.7%

1Y

28.4%

Morningstar

Market Cap: US$13.1b

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

MORN

US$309.46

7D

1.7%

1Y

3.2%

Raymond James Financial

Market Cap: US$30.9b

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$153.88

7D

5.9%

1Y

21.7%

Piper Sandler Companies

Market Cap: US$4.7b

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$267.26

7D

6.3%

1Y

24.9%

Artisan Partners Asset Management

Market Cap: US$3.6b

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

APAM

US$43.53

7D

6.6%

1Y

-2.9%

Adams Diversified Equity Fund

Market Cap: US$2.4b

A publicly owned investment manager.

ADX

US$20.40

7D

5.9%

1Y

1.7%

MGIC Investment

Market Cap: US$6.3b

Through its subsidiaries, provides private mortgage insurance, other mortgage credit risk management solutions, and ancillary services in the United States, the District of Columbia, Puerto Rico, and Guam.

MTG

US$26.90

7D

2.8%

1Y

26.9%

Evercore

Market Cap: US$9.7b

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

EVR

US$241.58

7D

11.4%

1Y

18.7%

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