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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
26	Appaloosa LP Short Hills, New Jersey	$165M	+$128M	1	2.32%	Increased
27	Fidelity Investments Boston, Massachusetts	$161M	+$9.72M	4	0.02%	Increased
28	Geode Capital Management Boston, Massachusetts	$150M	+$2.2M	8	0.06%	Increased
29	Wells Fargo San Francisco, California	$145M	-$14.4M	9	0.05%	Reduced
30	Hotchkis & Wiley Capital Management Los Angeles, California	$145M	+$15.9M	1	0.57%	Increased
31	Sands Capital Management Arlington, Virginia	$145M	-$8.42M	1	0.43%	Reduced
32	Thompson Siegel & Walmsley Richmond, Virginia	$142M	-$18.4M	4	1.7%	Reduced
33	Morgan Stanley New York	$138M	-$34.6M	10	0.04%	Reduced
34	Deutsche Bank Frankfurt Am Main Ge, Germany	$137M	+$9.99M	9	0.09%	Increased
35	Renaissance Technologies New York	$128M	+$43.2M	7	0.15%	Increased
36	Bank of America Charlotte, North Carolina	$120M	+$29M	9	0.02%	Increased
37	State of Michigan Retirement System Lansing, Michigan	$119M	+$49.4M	2	0.96%	Increased
38	Credit Suisse Zurich, Switzerland	$117M	+$2.25M	7	0.11%	Increased
39	HCS Harvest Capital Strategies San Francisco, California	$109M	-$82.7M	1	20.91%	Reduced
40	LPC Lion Point Capital New York	$103M	-$9.49M	1	10.42%	Reduced
41	FC Foundation Capital Palo Alto, California	$101M	-$30M	1	26.29%	Reduced
42	Russell Investments Group London, United Kingdom	$101M	+$5.75M	7	0.17%	Increased
43	First Manhattan New York	$100M	-$1.01M	3	0.58%	Reduced
44	Ameriprise Minneapolis, Minnesota	$100M	-$816K	4	0.05%	Reduced
45	Fred Alger Management New York	$92.6M	-$13.9M	2	0.43%	Reduced
46	FC Finepoint Capital Boston, Massachusetts	$88M	$0	1	19.61%	Maintained
47	Orbis Allan Gray Hamilton, Bermuda	$86M	-$207K	1	0.53%	Reduced
48	BWCA Brenner West Capital Advisors New York	$82M	-$9.69M	1	9.79%	Reduced
49	TIAA CREF Investment Management New York	$80.4M	+$5.02M	7	0.05%	Increased
50	IAM Iridian Asset Management Westport, Connecticut	$79.1M	-$24M	1	0.67%	Reduced