← 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
401
Creative Planning
Creative Planning
Kansas
$1.99M +$55K 2 0.01% Increased
402
NAM
Nexpoint Asset Management
Texas
$1.99M +$1.94M 1 0.12% New
403
PTC
Philadelphia Trust Company
Pennsylvania
$1.99M $0 1 0.18% Maintained
404
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.98M +$237K 3 0.01% Increased
405
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$1.98M +$542K 1 0.13% Increased
406
Allstate Corporation
Allstate Corporation
Illinois
$1.97M +$1.92M 1 0.03% New
407
Rafferty Asset Management
Rafferty Asset Management
New York
$1.96M -$362K 1 0.03% Reduced
408
LPL Financial
LPL Financial
California
$1.95M -$54.5K 3 0% Reduced
409
Hosking Partners
Hosking Partners
United Kingdom
$1.93M -$95.5K 1 0.05% Reduced
410
RI
Ridgewood Investments
New Jersey
$1.92M -$80.8K 1 1.5% Reduced
411
BRF
B. Riley Financial
California
$1.89M $0 1 0.7% Maintained
412
NC
Northpointe Capital
Michigan
$1.84M +$1.8M 1 0.71% New
413
SRAM
Stone Ridge Asset Management
New York
$1.84M +$29.9K 4 0.11% Increased
414
Candriam SCA
Candriam SCA
Luxembourg
$1.8M -$252K 1 0.02% Reduced
415
PC
PA Capital
Virginia
$1.8M -$423K 1 1.77% Reduced
416
TCM
Teza Capital Management
Illinois
$1.79M +$2.28M 3 0.46% New
417
BC
Barnett & Company
Tennessee
$1.79M -$41.3K 2 1.05% Reduced
418
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$1.78M -$690K 1 0.13% Reduced
419
PCM
Perritt Capital Management
Illinois
$1.76M -$1.27M 1 0.75% Reduced
420
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$1.76M +$506K 3 0.01% Increased
421
&Partners
&Partners
Tennessee
$1.75M +$4.21K 1 2.28% Increased
422
AssetMark Inc
AssetMark Inc
California
$1.74M -$157K 1 0.01% Reduced
423
SCA
Sage Capital Advisors
South Dakota
$1.69M $0 1 1.28% Maintained
424
MA
Mutual Advisors
Nebraska
$1.68M +$8.39K 1 0.22% Increased
425
CIA
Capital Impact Advisors
Massachusetts
$1.67M +$928K 1 0.64% Increased