← 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
MAA
Mraz Amerine & Associates
California
$304K +$289K 1 0.09% New
602
Advisors Capital Management
Advisors Capital Management
New Jersey
$301K +$279K 1 0.02% New
603
PWMG
Prestige Wealth Management Group
New Jersey
$299K -$4.07K 1 0.18% Reduced
604
NA
Navellier & Associates
Nevada
$293K -$56.8K 1 0.05% Reduced
605
Park Avenue Securities
Park Avenue Securities
New York
$292K +$269K 1 0.02% New
606
LJAC
L.J. Altfest & Co
New York
$289K +$332K 1 0.07% New
607
KA
Kintegral Advisory
New York
$288K +$134K 1 0.06% Increased
608
IRF
IBM Retirement Fund
New York
$286K $0 1 0.06% Maintained
609
AB
AT Bancorp
Iowa
$284K -$31.7K 1 0.03% Reduced
610
WIC
Woodmont Investment Counsel
Tennessee
$278K -$92.7K 1 0.07% Reduced
611
Oppenheimer & Co
Oppenheimer & Co
New York
$277K +$263K 1 0.01% New
612
FCI
Financial Counselors Inc
Kansas
$275K +$261K 1 0.01% New
613
BBA
BLB&B Advisors
Pennsylvania
$267K $0 1 0.03% Maintained
614
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$261K -$56.9K 1 0% Reduced
615
VF
Virtu Financial
New York
$257K -$320K 1 0.01% Reduced
616
GHAM
Gilman Hill Asset Management
Connecticut
$256K +$243K 1 0.09% New
617
PWP
Principle Wealth Partners
Connecticut
$256K +$243K 1 0.15% New
618
SC
Southside Capital
Florida
$255K -$346K 2 0.1% Reduced
619
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$251K +$699 2 0% Increased
620
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$251K +$269K 1 0% New
621
CIM
CIM Investment Management
Pennsylvania
$247K +$270K 1 0.1% New
622
WCM
Windward Capital Management
California
$238K -$2.25K 1 0.03% Reduced
623
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$236K -$70.8K 2 0% Reduced
624
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$235K +$223K 1 0.03% New
625
AIM
Axiom Investment Management
New York
$233K $0 1 0.04% Maintained