← 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
501
Oppenheimer & Co
Oppenheimer & Co
New York
$317K +$1.52K 1 0.01% Increased
502
RCIM
Russell Clark Investment Management
United Kingdom
$317K +$285K 1 0.08% New
503
FPC
Falcon Point Capital
California
$310K $0 1 0.1% Maintained
504
PTC
Petrus Trust Company
Texas
$310K +$263K 1 0.07% New
505
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$305K +$127K 6 0.03% Increased
506
MSA
Mason Street Advisors
Wisconsin
$304K +$13.5K 2 0.01% Increased
507
Amalgamated Bank
Amalgamated Bank
New York
$301K +$296K 1 0.03% New
508
HHGA
Halbert Hargrove Global Advisors
California
$300K -$20.7K 1 0.07% Reduced
509
LIA
LS Investment Advisors
Michigan
$299K +$83.9K 3 0.02% Increased
510
CI
Cowen Inc
New York
$297K $0 1 0.02% Maintained
511
Profund Advisors
Profund Advisors
Maryland
$296K -$89K 1 0.01% Reduced
512
MSR
Main Street Research
Connecticut
$295K +$358K 1 0.06% New
513
CCM
Century Capital Management
Massachusetts
$290K +$261K 1 0.02% New
514
CIM
CIM Investment Management
Pennsylvania
$280K $0 1 0.12% Maintained
515
DIA
Denver Investment Advisors
Colorado
$279K -$62.8K 1 0.01% Reduced
516
WAM
World Asset Management
Michigan
$274K -$93.1K 1 0.01% Reduced
517
Scotia Capital
Scotia Capital
Ontario, Canada
$271K $0 1 0.01% Maintained
518
FIM
Freedom Investment Management
Connecticut
$270K -$80.7K 1 0.03% Reduced
519
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$266K +$2.54K 1 0.01% Increased
520
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$260K +$259K 1 0.08% New
521
PineBridge Investments
PineBridge Investments
New York
$254K -$268K 2 0.01% Reduced
522
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$244K +$83.8K 5 0% Increased
523
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$242K -$1.47M 1 0.01% Reduced
524
CC
Chubb Corp
New Jersey
$236K $0 1 0.01% Maintained
525
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$232K +$228K 1 0% New