← 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
526
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$261K +$111K 6 0% Increased
527
1GA
1st Global Advisors
Texas
$259K -$242K 1 0.03% Reduced
528
Bailard
Bailard
California
$256K +$296K 1 0.02% New
529
Squarepoint
Squarepoint
New York
$254K +$243K 1 0.02% New
530
TC
TFS Capital
Pennsylvania
$250K +$48.5K 1 0.06% Increased
531
CCM
Cohen Capital Management
California
$247K $0 1 0.07% Maintained
532
ACI
Advance Capital I
Michigan
$239K -$53.9K 1 0.48% Reduced
533
Alpha Cubed Investments
Alpha Cubed Investments
California
$235K +$204K 1 0.06% New
534
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$234K +$4.16K 1 0.05% Increased
535
PIA
Piedmont Investment Advisors
North Carolina
$228K +$194K 1 0.01% Increased
536
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$221K +$211K 1 0% New
537
JIC
Joel Isaacson & Co
New York
$220K +$56.3K 1 0.05% Increased
538
Penserra Capital Management
Penserra Capital Management
California
$220K -$57.3K 2 0.03% Reduced
539
CL
Chubb Ltd
Switzerland
$218K +$2.25K 1 0.1% Increased
540
WCM
Windward Capital Management
California
$216K +$187K 1 0.04% New
541
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$215K +$6K 1 0.04% Increased
542
EWM
Endurance Wealth Management
Rhode Island
$212K -$27.2K 2 0.04% Reduced
543
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$204K -$179K 6 0.01% Reduced
544
Pacer Advisors
Pacer Advisors
Pennsylvania
$204K +$194K 1 0.03% New
545
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$203K $0 1 0% Maintained
546
Suntrust Banks
Suntrust Banks
Georgia
$203K -$266K 1 0% Reduced
547
BRF
B. Riley Financial
California
$196K $0 1 0.13% Maintained
548
Tocqueville Asset Management
Tocqueville Asset Management
New York
$186K -$135K 1 0% Reduced
549
Edgewood Management
Edgewood Management
Connecticut
$182K +$153K 1 0% New
550
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$176K +$14.4K 1 0.01% Increased