← 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
SP
Symmetry Partners
Connecticut
$609K +$46.1K 1 0.13% Increased
527
Simplex Trading
Simplex Trading
Illinois
$606K -$373K 5 0% Reduced
528
ETrade Capital Management
ETrade Capital Management
Virginia
$605K -$45K 1 0.01% Reduced
529
APA
American Portfolios Advisors
New York
$586K +$4.48K 5 0.04% Increased
530
AR
Advisory Research
Illinois
$581K -$77.2K 1 0.03% Reduced
531
MC
Miles Capital
Iowa
$577K -$11.2K 1 0.46% Reduced
532
Caxton Associates (New York)
Caxton Associates (New York)
New York
$573K -$4.16M 2 0.08% Reduced
533
AIM
Anchor Investment Management
South Carolina
$567K -$31.2K 1 0.12% Reduced
534
SFM
Systematic Financial Management
New Jersey
$564K -$184K 1 0.02% Reduced
535
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$550K $0 1 0.07% Maintained
536
MWM
Madison Wealth Management
Ohio
$550K +$562K 1 0.16% New
537
C
Cerebellum
California
$548K +$560K 1 0.29% New
538
MCWS
McKinley Carter Wealth Services
West Virginia
$545K $0 1 0.13% Maintained
539
MWA
MFA Wealth Advisors
Pennsylvania
$534K -$561K 1 0.39% Reduced
540
M&T Bank
M&T Bank
New York
$517K +$104K 1 0% Increased
541
BRF
B. Riley Financial
California
$513K -$1.29M 1 0.13% Reduced
542
VCA
Verdence Capital Advisors
Maryland
$513K +$343 1 0.13% Increased
543
Advisory Services Network
Advisory Services Network
Georgia
$510K -$222K 3 0.03% Reduced
544
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$508K -$1K 2 0% Reduced
545
PCM
Prelude Capital Management
New York
$507K +$458K 2 0.02% Increased
546
Daiwa Securities Group
Daiwa Securities Group
Japan
$506K -$353K 1 0% Reduced
547
Advisors Capital Management
Advisors Capital Management
New Jersey
$505K +$67.5K 1 0.02% Increased
548
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$502K -$8.43K 2 0% Reduced
549
PHK
Point72 Hong Kong
Hong Kong
$499K +$285K 3 0.12% Increased
550
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$498K -$43.7K 1 0% Reduced