← 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
Tredje AP-fonden
Tredje AP-fonden
Sweden
$1.52M -$36.7K 1 0.03% Reduced
527
CP
CenterBook Partners
Connecticut
$1.52M -$1.66M 1 0.25% Reduced
528
FG
Formula Growth
Quebec, Canada
$1.51M $0 1 0.43% Maintained
529
CAM
Crestone Asset Management
Colorado
$1.51M -$247K 1 0.32% Reduced
530
Atria Wealth Solutions
Atria Wealth Solutions
New York
$1.51M +$342K 2 0.02% Increased
531
Gofen & Glossberg
Gofen & Glossberg
Illinois
$1.5M -$2.73M 2 0.04% Reduced
532
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$1.5M +$1.06M 3 0.17% Increased
533
Guggenheim Capital
Guggenheim Capital
Illinois
$1.49M -$650K 4 0.01% Reduced
534
Oppenheimer & Co
Oppenheimer & Co
New York
$1.46M +$147K 2 0.03% Increased
535
APF
Alaska Permanent Fund
Alaska
$1.46M $0 1 0.02% Maintained
536
TIAM
TT International Asset Management
United Kingdom
$1.46M +$1.43M 1 0.14% New
537
US Bancorp
US Bancorp
Minnesota
$1.45M -$43K 10 0% Reduced
538
Cetera Advisor Networks
Cetera Advisor Networks
California
$1.44M +$20.5K 2 0.01% Increased
539
CICI
Capital Investment Counsel Inc
North Carolina
$1.42M $0 1 0.33% Maintained
540
MA
Mutual Advisors
Nebraska
$1.4M +$298K 2 0.06% Increased
541
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$1.39M -$3.23M 3 0% Reduced
542
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$1.37M +$539K 2 0.09% Increased
543
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.36M -$667K 11 0% Reduced
544
LOAMU
Lombard Odier Asset Management (USA)
New York
$1.32M -$266K 1 0.03% Reduced
545
EM
ELCO Management
New York
$1.31M -$107K 2 0.98% Reduced
546
RIL
Rothschild Investment LLC
Illinois
$1.31M -$31.2K 2 0.12% Reduced
547
NFSG
Newbridge Financial Services Group
Florida
$1.3M +$519K 3 0.75% Increased
548
PFU
Parus Finance (UK)
United Kingdom
$1.3M -$63.6K 1 0.88% Reduced
549
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$1.29M $0 1 0.03% Maintained
550
SW
SVB Wealth
Massachusetts
$1.27M +$513K 2 0.02% Increased