Theme

Data Owners '25: Payments & Transaction Rails☆

17 tickers$1.79T market cap
10D rank10D#356of 1,239 themes/1,239#13of 18 in Data Owners/18 Data Owners
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As of Oct 9, 2026, 4:27 AM ET

Data Owners '25: Payments & Transaction Rails Constituents

Visa Inc.V
13.0%0.81%2.00%2.10%4.24%6.95%17.17%8.31%8.09%36.91%67.27%$700.33B
Mastercard IncorporatedMA
12.0%0.82%1.14%1.28%4.50%0.68%11.13%5.00%1.81%15.96%65.06%$504.09B
Adyen N.V.ADYEN.AS
8.0%-0.65%-1.58%-12.42%0.74%-39.99%-17.45%-37.42%-43.95%-35.97%-65.17%$30.47B
American Express CompanyAXP
8.0%1.27%0.58%-4.26%1.99%-16.53%-0.26%12.88%-4.80%15.37%84.39%$207.42B
Fiserv, Inc.FISV
8.0%1.39%-0.17%-5.57%1.23%-31.61%-26.25%-79.69%-63.53%-75.56%-57.42%$24.50B
Fidelity National Information Services, Inc.FIS
7.0%1.54%0.09%-8.76%3.75%-48.33%-32.61%-54.66%-49.92%-59.63%-68.61%$17.75B
Block, Inc.XYZ
6.0%-1.13%2.59%-5.28%1.58%15.55%18.07%29.99%-6.98%10.23%-68.46%$44.78B
Global Payments Inc.GPN
6.0%2.08%-2.28%-4.61%3.09%6.94%8.25%-16.90%-5.06%-15.83%-46.44%$20.55B
PayPal Holdings, Inc.PYPL
6.0%0.13%1.36%5.46%3.69%-5.47%19.43%-17.63%-26.98%-31.85%-78.73%$47.07B
Toast, Inc.TOST
5.0%-0.07%0.49%-5.92%4.45%-14.02%11.79%-14.43%-17.17%6.01%-41.08%$17.71B
Capital One Financial CorporationCOF
4.0%1.78%1.50%-5.43%2.53%-17.73%1.92%10.52%-5.02%35.52%27.51%$122.33B
Corpay, Inc.CPAY
4.0%-0.09%1.48%-0.99%3.17%33.61%23.68%12.15%38.24%19.29%53.14%$26.28B
ACI Worldwide, Inc.ACIW
3.0%0.83%4.22%-1.71%2.78%6.82%28.70%-10.67%-2.50%0.43%69.39%$5.19B
Shift4 Payments, Inc.FOUR
3.0%1.36%6.72%-3.91%11.07%-37.24%-10.32%-53.95%-50.21%-57.02%-46.59%$3.60B
WEX Inc.WEX
3.0%2.62%-1.50%-6.18%3.41%17.07%16.90%7.79%11.25%-16.49%-3.49%$5.94B
Dlocal LimitedDLO
2.0%1.56%8.54%2.28%9.25%6.08%22.55%72.31%0.74%61.99%-73.18%$4.40B
StoneCo Ltd.STNE
2.0%0.78%25.13%18.13%23.14%-21.57%-30.95%8.11%-35.20%4.13%-65.00%$2.82B
Theme return—0.79%1.51%-4.84%3.37%-9.12%3.29%-13.22%-16.18%-7.40%-2.45%—
Average5.9%0.88%2.96%-2.11%4.98%-8.16%3.63%-6.96%-14.78%-5.09%-14.55%$105.01B
Median6.0%0.83%1.36%-4.26%3.41%-5.47%11.13%5.00%-5.06%4.13%-46.44%$24.50B
Std Dev3.1%0.96%6.17%6.62%5.21%22.11%19.42%34.74%25.80%36.29%59.12%$191.38B
Min2.0%-1.13%-2.28%-12.42%0.74%-48.33%-32.61%-79.69%-63.53%-75.56%-78.73%$2.82B
Max13.0%2.62%25.13%18.13%23.14%33.61%28.70%72.31%38.24%61.99%84.39%$700.33B
% Positive Tickers76.47%76.47%29.41%100.00%47.06%64.71%52.94%29.41%58.82%35.29%
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