← 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
Alaska Permanent Fund
Alaska Permanent Fund
Alaska
$3.15M -$162K 1 0.05% Reduced
527
NewEdge Advisors
NewEdge Advisors
Louisiana
$3.11M +$166K 5 0.03% Increased
528
VM
VPR Management
Texas
$3.1M +$2.66M 1 0.86% New
529
James Investment Research
James Investment Research
Ohio
$3.04M +$713K 2 0.36% Increased
530
Alpha Omega Wealth Management
Alpha Omega Wealth Management
Virginia
$3.04M $0 1 0.56% Maintained
531
Trilogy Capital
Trilogy Capital
California
$3.01M +$2.71M 1 0.17% New
532
Holocene Advisors
Holocene Advisors
New York
$2.98M -$19M 1 0.01% Reduced
533
Quantinno Capital Management
Quantinno Capital Management
New York
$2.96M +$1.78M 4 0.06% Increased
534
TCM
Triumph Capital Management
Colorado
$2.96M +$528K 2 1.21% Increased
535
CWM
CCG Wealth Management
California
$2.93M +$2.33M 1 1.76% Increased
536
Convergence Financial
Convergence Financial
Missouri
$2.92M +$1.19M 1 1.21% Increased
537
Ethic Inc
Ethic Inc
New York
$2.91M +$386K 3 0.07% Increased
538
CSC
Caldwell Sutter Capital
California
$2.89M -$4.54K 2 1.39% Reduced
539
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$2.88M +$110K 3 0.06% Increased
540
Martingale Asset Management
Martingale Asset Management
Massachusetts
$2.87M +$26K 3 0.06% Increased
541
CCG
Cloverfields Capital Group
Minnesota
$2.83M +$28.6K 1 0.95% Increased
542
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$2.82M -$273K 3 0.01% Reduced
543
CCP
Clarity Capital Partners
California
$2.82M +$376K 1 1.86% Increased
544
Duality Advisers
Duality Advisers
Florida
$2.8M +$1.49M 3 0.28% Increased
545
Calamos Advisors
Calamos Advisors
Illinois
$2.8M +$2.32M 2 0.01% New
546
ET
Equitable Trust
Tennessee
$2.75M +$2.36M 1 0.19% New
547
EP Wealth Advisors
EP Wealth Advisors
California
$2.75M -$2.38K 1 0.03% Reduced
548
SIM
SummerHaven Investment Management
Connecticut
$2.73M +$37.4K 4 1.71% Increased
549
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$2.71M -$160K 2 0.07% Reduced
550
NJ State Employees Deferred Compensation Plan
NJ State Employees Deferred Compensation Plan
New Jersey
$2.69M $0 3 0.34% Maintained