← All themes Digital Payments & Fintech

Neobanks

Neobanks run current accounts and cards from an app with no branch network, which lowers the cost of serving each customer. They compete on fees and on how fast an account can be opened rather than on physical presence.

25 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
301
Bailard
Bailard
California
$118K $0 1 0.02% Maintained
302
BCMU
BlueCrest Capital Management (UK)
Guernsey
$117K +$109K 1 0.01% New
303
FFC
First Financial Corp
Indiana
$102K $0 1 0.05% Maintained
304
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$96K +$2.89K 4 0% Increased
305
Canada Life
Canada Life
Manitoba, Canada
$78K +$3.78K 2 0% Increased
306
EARNEST Partners
EARNEST Partners
Georgia
$77K -$34.4K 1 0% Reduced
307
Advisors Asset Management
Advisors Asset Management
Colorado
$75K -$14.1K 1 0% Reduced
308
BlackRock
BlackRock
New York
$73K $0 4 0% Maintained
309
HR
Howe & Rusling
New York
$67K +$14.4K 1 0.02% Increased
310
PCM
Prelude Capital Management
New York
$58K -$6.47K 1 0.01% Reduced
311
MSI Financial Services
MSI Financial Services
Massachusetts
$54K -$8.6K 1 0.01% Reduced
312
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$49K +$55.3K 1 0.01% New
313
TDC
Thompson Davis & Co
Virginia
$42K +$39.6K 1 0.07% New
314
WhitTier Trust Company
WhitTier Trust Company
Nevada
$39K $0 1 0% Maintained
315
RNS
Robert N. Shapiro
$32K -$43K 2 0.01% Reduced
316
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$30K $0 1 0.01% Maintained
317
Credit Agricole
Credit Agricole
France
$28K $0 1 0% Maintained
318
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$27K $0 1 0.02% Maintained
319
MSFP
Mark Sheptoff Financial Planning
Connecticut
$26K +$25.8K 1 0.02% New
320
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$25K -$132K 2 0% Reduced
321
QS Batterymarch Financial Management
QS Batterymarch Financial Management
New York
$22K +$12.1K 2 0% Increased
322
NSIM
North Star Investment Management
Illinois
$18K +$17.6K 1 0% New
323
SNT
Security National Trust
West Virginia
$13K $0 1 0.01% Maintained
324
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11K +$184 3 0% Increased
325
Glenmede Trust
Glenmede Trust
Pennsylvania
$11K $0 1 0% Maintained