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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
501
HT
HAP Trading
New York
$1.76M -$2.87M 3 0.09% Reduced
502
TPM
Triasima Portfolio Management
Quebec, Canada
$1.76M +$1.63M 1 0.09% New
503
Lazard Asset Management
Lazard Asset Management
New York
$1.75M -$24.1M 5 0% Reduced
504
BCC
Bridge City Capital
Oregon
$1.75M -$20.8K 1 0.58% Reduced
505
FMI
F/M Investments
District of Columbia
$1.73M +$1.61M 1 1.37% New
506
GAMCO Investors
GAMCO Investors
Connecticut
$1.73M +$223K 1 0.02% Increased
507
KeyBank National Association
KeyBank National Association
Ohio
$1.72M -$934K 1 0.01% Reduced
508
BAM
Blueshift Asset Management
New Jersey
$1.7M -$1.05M 2 0.17% Reduced
509
SCP
Syntal Capital Partners
Texas
$1.7M +$1.57M 1 0.64% New
510
Empowered Funds
Empowered Funds
Pennsylvania
$1.7M $0 1 0.33% Maintained
511
NewEdge Advisors
NewEdge Advisors
Louisiana
$1.69M -$255K 2 0.05% Reduced
512
SLT
St Louis Trust
Missouri
$1.64M +$609K 1 0.4% Increased
513
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$1.64M +$245K 4 0.06% Increased
514
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.64M $0 1 0.03% Maintained
515
PFM
Premier Fund Managers
United Kingdom
$1.63M $0 1 0.06% Maintained
516
CWM
Cordatus Wealth Management
Pennsylvania
$1.62M -$85.4K 1 0.62% Reduced
517
SW
SVB Wealth
Massachusetts
$1.62M +$421K 2 0.02% Increased
518
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$1.6M +$1.8M 2 0.11% New
519
CGFI
Cypress Growth Fund III
California
$1.6M $0 1 1.38% Maintained
520
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$1.59M +$1.85M 1 0.03% New
521
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.58M +$1.43M 2 0% New
522
Bailard
Bailard
California
$1.58M +$410K 2 0.06% Increased
523
TAM
Tabor Asset Management
New York
$1.56M +$1.75M 1 1.12% New
524
VCM
Virtue Capital Management
Tennessee
$1.53M -$150K 1 0.36% Reduced
525
DI
Diligent Investors
California
$1.51M -$53.3K 1 0.55% Reduced