Theme

Data Owners '25: Payments & Transaction Rails☆

17 tickers$1.73T market cap
10D rank10D#751of 1,239 themes/1,239#9of 18 in Data Owners/18 Data Owners
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As of Oct 2, 2026, 9:55 PM ET

Data Owners '25: Payments & Transaction Rails Constituents

Visa Inc.V
13.0%0.23%-0.70%-5.00%-0.10%2.50%12.29%3.80%3.91%30.74%60.70%$673.37B
Mastercard IncorporatedMA
12.0%0.41%-0.75%-6.20%0.31%-3.36%6.67%0.79%-4.44%11.89%56.50%$484.35B
Adyen N.V.ADYEN.AS
8.0%0.44%-5.95%-19.11%0.44%-39.74%-17.10%-37.16%-42.92%-34.84%-65.61%$30.51B
American Express CompanyAXP
8.0%0.23%-1.17%-8.63%-0.20%-18.32%-2.40%10.46%-8.54%14.24%83.49%$204.47B
Fiserv, Inc.FISV
8.0%-2.25%-3.89%-14.77%-2.37%-34.04%-28.87%-80.41%-64.77%-75.81%-59.59%$23.66B
Fidelity National Information Services, Inc.FIS
7.0%-2.04%-6.82%-22.20%-1.59%-50.99%-36.08%-56.99%-50.98%-60.86%-71.12%$16.77B
Block, Inc.XYZ
6.0%0.39%-4.55%-10.26%-0.05%13.69%16.17%27.89%-3.66%13.24%-68.94%$44.24B
Global Payments Inc.GPN
6.0%-2.38%-4.46%-12.72%0.88%4.65%5.94%-18.67%-6.27%-19.78%-49.43%$19.46B
PayPal Holdings, Inc.PYPL
6.0%-0.49%-0.04%-3.05%-0.36%-9.16%14.76%-20.84%-22.89%-31.34%-79.94%$45.17B
Toast, Inc.TOST
5.0%1.92%1.42%-11.66%2.87%-15.32%10.11%-15.72%-16.77%6.85%-44.37%$17.28B
Capital One Financial CorporationCOF
4.0%0.12%-3.15%-10.32%-0.12%-19.85%-0.72%7.66%-8.79%36.26%26.21%$119.46B
Corpay, Inc.CPAY
4.0%1.25%0.42%-5.24%1.25%31.13%21.38%10.06%37.50%23.72%47.96%$25.79B
ACI Worldwide, Inc.ACIW
3.0%0.93%0.50%-5.77%-0.51%3.40%24.58%-13.53%-6.76%0.24%59.41%$5.10B
Shift4 Payments, Inc.FOUR
3.0%1.66%-6.96%-17.82%2.16%-42.27%-17.52%-57.64%-53.87%-59.46%-55.83%$3.29B
WEX Inc.WEX
3.0%0.26%-6.20%-11.84%0.79%14.11%13.95%5.07%6.97%-17.99%-7.24%$5.76B
Dlocal LimitedDLO
2.0%0.11%-3.05%-11.21%0.69%-2.23%12.95%58.82%-1.46%58.90%-75.18%$4.03B
StoneCo Ltd.STNE
2.0%1.38%-4.51%-9.21%-0.05%-36.34%-43.96%-12.26%-48.27%-13.02%-73.03%$2.32B
Theme return—-0.07%-2.65%-10.71%0.05%-12.12%-0.11%-16.08%-17.61%-8.69%-6.88%—
Average5.9%0.13%-2.93%-10.88%0.24%-11.89%-0.46%-11.10%-17.18%-6.88%-18.59%$101.47B
Median6.0%0.26%-3.15%-10.32%-0.05%-9.16%6.67%-12.26%-8.54%0.24%-49.43%$23.66B
Std Dev3.1%1.24%2.69%5.14%1.19%22.36%20.15%32.75%25.89%36.07%57.96%$184.11B
Min2.0%-2.38%-6.96%-22.20%-2.37%-50.99%-43.96%-80.41%-64.77%-75.81%-79.94%$2.32B
Max13.0%1.92%1.42%-3.05%2.87%31.13%24.58%58.82%37.50%58.90%83.49%$673.37B
% Positive Tickers76.47%17.65%0.00%47.06%35.29%58.82%47.06%17.65%52.94%35.29%
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