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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
526
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$3.11M +$971K 4 0.06% Increased
527
NJ State Employees Deferred Compensation Plan
NJ State Employees Deferred Compensation Plan
New Jersey
$3.11M $0 3 0.39% Maintained
528
1CM
1492 Capital Management
Wisconsin
$3.1M +$9.8K 1 1.53% Increased
529
Cresset Asset Management
Cresset Asset Management
Illinois
$3.1M +$2.8M 3 0.03% Increased
530
Rockefeller Capital Management
Rockefeller Capital Management
New York
$3.06M +$1.17M 9 0.01% Increased
531
Patient Capital Management
Patient Capital Management
Maryland
$3.06M +$3.56M 1 0.88% New
532
NFJ Investment Group
NFJ Investment Group
Texas
$3.01M -$224K 1 0.05% Reduced
533
Waverton Investment Management
Waverton Investment Management
United Kingdom
$3M +$3.48M 1 0.1% New
534
Utah Retirement Systems
Utah Retirement Systems
Utah
$2.99M -$114K 1 0.04% Reduced
535
Waterfront Wealth
Waterfront Wealth
Kansas
$2.99M +$120K 1 1.18% Increased
536
Pathstone Family Office
Pathstone Family Office
New Jersey
$2.92M -$491K 1 0.07% Reduced
537
Argent Capital Management
Argent Capital Management
Missouri
$2.9M -$89.8K 1 0.08% Reduced
538
Ninety One
Ninety One
South Africa
$2.89M -$496K 1 0.84% Reduced
539
Verition Fund Management
Verition Fund Management
Connecticut
$2.89M +$2.96M 4 0.02% Increased
540
Gratus Capital
Gratus Capital
Georgia
$2.89M +$32.2K 1 0.27% Increased
541
Alpha Omega Wealth Management
Alpha Omega Wealth Management
Virginia
$2.86M $0 1 0.44% Maintained
542
EVC
Eidelman Virant Capital
Missouri
$2.86M +$21.3K 1 1.04% Increased
543
TrinityPoint Wealth
TrinityPoint Wealth
Connecticut
$2.86M +$2.97M 1 0.51% New
544
Private Advisor Group
Private Advisor Group
New Jersey
$2.85M -$1.03M 3 0.02% Reduced
545
TFCM
Taylor Frigon Capital Management
Arizona
$2.85M -$2.16K 1 0.89% Reduced
546
Prudential plc
Prudential plc
United Kingdom
$2.83M -$21.1M 1 0.04% Reduced
547
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$2.8M -$58.4K 2 0% Reduced
548
Winton Group
Winton Group
United Kingdom
$2.75M -$974K 4 0.17% Reduced
549
Nissay Asset Management
Nissay Asset Management
Japan
$2.7M +$913K 2 0.02% Increased
550
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management
Massachusetts
$2.68M +$3.11M 1 0.15% New