← 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
451
BWFA
Baltimore-Washington Financial Advisors
Maryland
$3.12M +$522K 1 0.25% Increased
452
WCA
Whetstone Capital Advisors
Kansas
$3.11M $0 1 1.72% Maintained
453
Prana Capital Management
Prana Capital Management
Connecticut
$3.09M +$3.23M 1 0.2% New
454
AP
Advisors Preferred
Maryland
$3.08M +$788K 2 1% Increased
455
AAIM
American Assets Investment Management
California
$3.07M $0 1 0.34% Maintained
456
Axa
Axa
France
$3.06M -$3.21M 4 0.01% Reduced
457
RC
Roubaix Capital
Colorado
$3.06M +$3.23M 1 2.26% New
458
GEM
Global Endowment Management
North Carolina
$3.06M +$3.2M 1 0.33% New
459
USS Investment Management
USS Investment Management
United Kingdom
$3.05M +$327K 1 0.03% Increased
460
WSL
Western Standard LLC
California
$3.02M +$70.7K 1 2.73% Increased
461
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$3.02M +$2.78K 11 0% Increased
462
Engineers Gate Manager
Engineers Gate Manager
New York
$3.02M -$3.7M 4 0.11% Reduced
463
Asset Management One
Asset Management One
Japan
$3.01M -$190K 4 0.01% Reduced
464
EP Wealth Advisors
EP Wealth Advisors
California
$3M +$1.34M 1 0.05% Increased
465
CCM
Cinctive Capital Management
New York
$3M +$3.14M 1 0.15% New
466
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$2.98M -$70.3K 9 0.02% Reduced
467
CCM
Carlson Capital Management
Minnesota
$2.98M $0 1 0.18% Maintained
468
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$2.98M +$422K 1 0.04% Increased
469
AC
AMS Capital
Brazil
$2.96M +$3.06M 1 3.28% New
470
Los Angeles Capital Management
Los Angeles Capital Management
California
$2.96M +$8.73K 3 0.01% Increased
471
Caption Management
Caption Management
Oklahoma
$2.95M +$2.49M 3 0.05% Increased
472
SW
SVB Wealth
Massachusetts
$2.95M +$586K 2 0.06% Increased
473
PRC
Pearl River Capital
Michigan
$2.94M +$1.35M 2 0.46% Increased
474
CPX
Canaan Partners X
California
$2.94M $0 1 3.94% Maintained
475
BP
BBR Partners
New York
$2.93M $0 2 0.33% Maintained