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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	Oaktree Capital Management Los Angeles, California	$205M	-$30M	1	2.38%	Reduced
27	Jennison Associates New York	$202M	+$158M	1	0.2%	Increased
28	T. Rowe Price Associates Baltimore, Maryland	$200M	-$72.9M	12	0.03%	Reduced
29	RCGI Ribbit Capital GP III Palo Alto, California	$191M	-$129M	1	83.6%	Reduced
30	Krane Funds Advisors New York	$190M	+$72.2M	1	6.76%	Increased
31	Advent International Boston, Massachusetts	$183M	$0	1	1.28%	Maintained
32	Nuveen Charlotte, North Carolina	$170M	+$18M	12	0.07%	Increased
33	Silver Lake Group Menlo Park, California	$164M	$0	1	1.28%	Maintained
34	D.E. Shaw & Co New York	$161M	-$11.9M	12	0.19%	Reduced
35	Wasatch Advisors Salt Lake City, Utah	$161M	+$40.3M	3	1.02%	Increased
36	Charles Schwab San Francisco, California	$159M	+$6.38M	13	0.06%	Increased
37	Ameriprise Minneapolis, Minnesota	$154M	+$24.2M	10	0.05%	Increased
38	Legal & General Group London, United Kingdom	$153M	-$2.12M	12	0.05%	Reduced
39	Bank of New York Mellon New York	$145M	+$3.95M	14	0.03%	Increased
40	Farallon Capital Management San Francisco, California	$142M	+$9.9M	1	0.77%	Increased
41	Thrivent Financial for Lutherans Minneapolis, Minnesota	$137M	+$32.7M	5	0.37%	Increased
42	Starboard Value New York	$133M	$0	1	2.42%	Maintained
43	LSV Asset Management Chicago, Illinois	$132M	+$1.6M	3	0.29%	Increased
44	SSP Sixth Street Partners Dallas, Texas	$128M	$0	1	11.65%	Maintained
45	SCGE Management Menlo Park, California	$126M	-$54.9M	1	3.61%	Reduced
46	KCMH Kontiki Capital Management (HK) Hong Kong	$121M	+$143M	1	15.06%	Increased
47	UBS AM Chicago, Illinois	$120M	+$2.87M	8	0.06%	Increased
48	PCM Punch Card Management Winter Park, Florida	$117M	+$7.95M	1	36.23%	Increased
49	Bank of America Charlotte, North Carolina	$112M	-$52.5M	18	0.01%	Reduced
50	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$111M	+$49.7M	4	0.09%	Increased