← 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
HPWM
Highland Private Wealth Management
Washington
$736K -$32.6K 1 0.23% Reduced
502
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$732K +$7.62K 1 0.05% Increased
503
Wedbush Securities
Wedbush Securities
California
$732K $0 2 0.08% Maintained
504
3C
361 Capital
Colorado
$721K -$2.32M 1 0.13% Reduced
505
JIR
James Investment Research
Ohio
$707K -$649K 1 0.05% Reduced
506
SGAM
Smith Group Asset Management
Texas
$704K -$7.7K 2 0.02% Reduced
507
Advisory Services Network
Advisory Services Network
Georgia
$700K -$636K 4 0.05% Reduced
508
Meitav Investment House
Meitav Investment House
Israel
$681K +$177K 2 0.04% Increased
509
Axiom Investors
Axiom Investors
Connecticut
$676K -$3.09M 1 0.02% Reduced
510
LCM
Landscape Capital Management
New Jersey
$674K -$1.25M 2 0.06% Reduced
511
Mizuho Securities USA
Mizuho Securities USA
New York
$671K -$1.96M 1 0.05% Reduced
512
WAM
World Asset Management
Michigan
$671K +$210K 1 0.03% Increased
513
C
Cerebellum
California
$669K +$702K 2 0.58% New
514
BAM
Blueshift Asset Management
New Jersey
$656K -$444K 2 0.09% Reduced
515
AAM
American Asset Management
Florida
$645K +$70.2K 1 0.49% Increased
516
Brighton Jones LLC
Brighton Jones LLC
Washington
$645K +$148K 1 0.08% Increased
517
QIM
Quantitative Investment Management
Virginia
$645K +$402K 1 0.04% Increased
518
DCM
Dupont Capital Management
Delaware
$639K -$655K 1 0.01% Reduced
519
IFP Advisors
IFP Advisors
Florida
$633K -$317K 4 0.09% Reduced
520
SAM
Symphony Asset Management
California
$633K +$303K 1 0.16% Increased
521
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$632K +$268K 1 0.11% Increased
522
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$614K +$635K 1 0.08% New
523
MUAMU
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$607K -$628K 1 0.3% Reduced
524
FHB
First Hawaiian Bank
Hawaii
$599K +$31.9K 1 0.03% Increased
525
ACM
AlphaCrest Capital Management
New York
$588K +$126K 2 0.09% Increased