← 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
601
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$320K +$355K 1 0.08% New
602
DA
Denali Advisors
California
$320K $0 1 0.05% Maintained
603
JIP
Jaffetilchin Investment Partners
Florida
$319K -$123K 1 0.08% Reduced
604
TG
TLP Group
Illinois
$319K -$47.4K 1 1.17% Reduced
605
KCM
Karp Capital Management
California
$317K +$19.8K 1 0.15% Increased
606
FI
Fosun International
China
$316K $0 1 0.02% Maintained
607
MAM
Meeder Asset Management
Ohio
$306K +$266K 3 0.03% Increased
608
MML Investors Services
MML Investors Services
Massachusetts
$306K -$209K 1 0.01% Reduced
609
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$294K -$4.55M 2 0.01% Reduced
610
CP
Camelot Portfolios
Ohio
$293K +$21.7K 1 0.14% Increased
611
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$292K +$30K 1 0.02% Increased
612
CL
Chubb Ltd
Switzerland
$292K +$3.34K 1 0.21% Increased
613
PVH
Psagot Value Holdings
Israel
$286K $0 1 0.01% Maintained
614
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$275K -$238K 2 0.03% Reduced
615
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$274K -$9.05K 1 0.01% Reduced
616
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$274K $0 1 0.04% Maintained
617
Gotham Asset Management
Gotham Asset Management
New York
$272K +$271K 1 0% New
618
SMC
Smith, Moore & Co
Missouri
$272K $0 1 0.07% Maintained
619
GBT
Grove Bank & Trust
Florida
$271K $0 1 0.13% Maintained
620
Alpha Cubed Investments
Alpha Cubed Investments
California
$269K $0 1 0.04% Maintained
621
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$269K +$97.4K 1 0.01% Increased
622
PIM
Partner Investment Management
California
$265K +$263K 1 0.33% New
623
Holocene Advisors
Holocene Advisors
New York
$264K +$317K 1 0% New
624
PAM
Private Asset Management
California
$263K -$582K 1 0.05% Reduced
625
AB
AT Bancorp
Iowa
$262K -$2.2K 1 0.03% Reduced