← 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
26	RM Redpoint Management Woodside, California	$307M	$0	1	63.25%	Maintained
27	Norges Bank Oslo, Norway	$307M	+$49.7M	7	0.06%	Increased
28	Goldman Sachs New York	$297M	+$85M	14	0.06%	Increased
29	Two Sigma Investments New York	$295M	+$89.5M	11	0.79%	Increased
30	D1 Capital Partners New York	$288M	+$297M	1	4.14%	New
31	Northern Trust Chicago, Illinois	$257M	+$36.4M	16	0.05%	Increased
32	Silver Lake Group Menlo Park, California	$249M	$0	1	1.7%	Maintained
33	ACGDR Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil	$236M	+$122M	2	29.69%	Increased
34	Two Sigma Advisers New York	$227M	+$58.6M	13	0.58%	Increased
35	Nuveen Charlotte, North Carolina	$226M	+$1.94M	12	0.08%	Increased
36	SCGE Management Menlo Park, California	$225M	$0	1	5.85%	Maintained
37	Bank of New York Mellon New York	$216M	+$32.1M	13	0.05%	Increased
38	DIGDR Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil	$198M	+$39.8M	1	13.63%	Increased
39	Robeco Institutional Asset Management Rotterdam, Netherlands	$196M	+$40.9M	4	0.52%	Increased
40	Wasatch Advisors Salt Lake City, Utah	$191M	+$4.38M	2	1.21%	Increased
41	Jennison Associates New York	$183M	+$44.1M	1	0.16%	Increased
42	Charles Schwab San Francisco, California	$183M	+$7.32M	14	0.05%	Increased
43	Whale Rock Capital Management Boston, Massachusetts	$182M	+$5.72M	1	3.67%	Increased
44	Capital International Investors Los Angeles, California	$175M	+$135K	1	0.04%	Increased
45	Advent International Boston, Massachusetts	$172M	+$39.5M	1	2.06%	Increased
46	Thrivent Financial for Lutherans Minneapolis, Minnesota	$171M	+$7.51M	7	0.41%	Increased
47	RCGI Ribbit Capital GP III Palo Alto, California	$166M	$0	1	78.82%	Maintained
48	SEI Investments Oaks, Pennsylvania	$156M	+$15.1M	7	0.28%	Increased
49	BC BIT Capital Berlin, Germany	$151M	+$3.65M	3	17.68%	Increased
50	Renaissance Technologies New York	$150M	-$48.1M	13	0.26%	Reduced