← 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
576
JWA
JFS Wealth Advisors
Pennsylvania
$1.05M +$512K 1 0.22% Increased
577
Belvedere Trading
Belvedere Trading
Illinois
$1.04M +$589K 2 0.09% Increased
578
Belpointe Asset Management
Belpointe Asset Management
Nevada
$1.03M +$957K 1 0.09% New
579
BA
Bellwether Advisors
Nebraska
$1.03M +$957K 1 0.41% New
580
AIC
Ameritas Investment Company
Nebraska
$1.03M +$953K 2 0.09% New
581
EC
Estate Counselors
Wisconsin
$1.03M +$951K 1 0.15% New
582
DCM
Dupont Capital Management
Delaware
$1.03M -$1.42M 3 0.02% Reduced
583
BRWM
B. Riley Wealth Management
Tennessee
$1.02M +$1.17M 1 0.12% New
584
AC
Avenir Corporation
Virginia
$1.01M +$868K 1 0.09% New
585
FFA
Founders Financial Alliance
North Carolina
$1.01M +$14.1K 1 0.5% Increased
586
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$1.01M +$1.16M 1 0.06% New
587
CFGS
Concourse Financial Group Securities
Alabama
$1.01M +$428K 3 0.07% Increased
588
TCM
Teza Capital Management
Illinois
$1.01M +$618K 1 0.2% Increased
589
DAM
Deltec Asset Management
New York
$996K $0 1 0.15% Maintained
590
VAS
VR Advisory Services
Cayman Islands
$996K +$1.11M 1 0.48% New
591
UFF
USA Financial Formulas
Michigan
$986K +$925K 4 0.8% New
592
AC
Apogem Capital
New York
$984K +$481K 1 0.67% Increased
593
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$981K $0 1 0.03% Maintained
594
AGM
Alpine Global Management
New York
$980K +$1.09M 1 0.09% New
595
SM
Sciencast Management
New Jersey
$976K -$91.6K 2 0.19% Reduced
596
WAM
World Asset Management
Michigan
$971K -$54.6K 1 0.09% Reduced
597
HCM
Hollencrest Capital Management
California
$963K +$891K 1 0.09% New
598
FIM
Freedom Investment Management
Connecticut
$957K +$901K 2 0.07% New
599
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$954K +$134K 2 0.07% Increased
600
ALPS Advisors
ALPS Advisors
Colorado
$952K -$253K 3 0.01% Reduced