Thematic Basket Builder
Digital Payments
01
Investment Thesis
This basket targets "Digital Payments" through 20 publicly traded companies spanning 0 sectors (). The highest-weighted position is CRCL (CRCL) at 8.0% with an exposure score of 70.
The basket has an effective diversification (effective N) of 17.1. No significant risk warnings were triggered.
02
Theme Overview
Theme
Digital Payments
Time Horizon
secular (5-10 yr)
Geographic focus: Global, US, Europe, Asia
03
Holdings
| Ticker | Company | Weight |
|---|---|---|
| ADYEY | ADYEY | 3.1% |
| V | V | 2.9% |
| CRCL | CRCL | 8.0% |
| AFRM | AFRM | 7.3% |
| SEZL | SEZL | 7.3% |
| KLAR | KLAR | 7.3% |
| RELY | RELY | 7.9% |
| WISE | WISE | 7.9% |
| PYPL | PYPL | 2.8% |
| SQ | Block Inc | 2.8% |
| ACIW | ACIW | 5.4% |
| GPN | GPN | 2.9% |
| FOUR | FOUR | 4.1% |
| AXP | AXP | 2.9% |
| WU | WU | 7.3% |
| MQ | MQ | 4.0% |
| EVTC | EVTC | 5.1% |
| PAY | PAY | 3.8% |
| TOST | TOST | 4.5% |
| FI | FI | 2.5% |
04
Portfolio Analytics
Portfolio Beta
0.1
Effective N
17.1
Sub-Theme Overlap
30%
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