← 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
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$293K -$25.1K 1 0.01% Reduced
602
Alpha Cubed Investments
Alpha Cubed Investments
California
$292K $0 1 0.03% Maintained
603
BBA
BLB&B Advisors
Pennsylvania
$291K -$8.85K 1 0.03% Reduced
604
GHAM
Gilman Hill Asset Management
Connecticut
$288K $0 1 0.1% Maintained
605
PWP
Principle Wealth Partners
Connecticut
$288K $0 1 0.15% Maintained
606
ZCM
Zebra Capital Management
Connecticut
$279K +$265K 1 0.14% New
607
SAM
Securian Asset Management
Minnesota
$277K -$6.97K 1 0.01% Reduced
608
ER
Enlightenment Research
Florida
$276K +$274K 1 0.14% New
609
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$271K +$5.99K 1 0.03% Increased
610
Raymond James Trust
Raymond James Trust
Florida
$271K +$32.4K 1 0.01% Increased
611
WIC
Woodmont Investment Counsel
Tennessee
$270K -$35.9K 1 0.07% Reduced
612
PWMG
Prestige Wealth Management Group
New Jersey
$267K -$67.2K 1 0.16% Reduced
613
JIR
James Investment Research
Ohio
$261K -$510K 1 0.02% Reduced
614
OI
Oakbrook Investments
Illinois
$254K $0 1 0.02% Maintained
615
DIM
DC Investments Management
Virginia
$247K $0 1 0.14% Maintained
616
Oberweis Asset Management
Oberweis Asset Management
Illinois
$245K -$4.38M 1 0.04% Reduced
617
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$244K -$437K 1 0% Reduced
618
FBT
First Bank & Trust
South Dakota
$243K +$173K 1 0.19% Increased
619
MAA
Mraz Amerine & Associates
California
$243K -$94.7K 1 0.07% Reduced
620
Oppenheimer & Co
Oppenheimer & Co
New York
$243K -$66.3K 1 0.01% Reduced
621
OCG
Opus Capital Group
Ohio
$238K -$1.12M 1 0.07% Reduced
622
AIM
Axiom Investment Management
New York
$236K -$34.9K 1 0.04% Reduced
623
BFC
Bedel Financial Consulting
Indiana
$235K $0 1 0.14% Maintained
624
Parallel Advisors
Parallel Advisors
California
$227K +$46.8K 5 0.02% Increased
625
WSCM
Wellington Shields Capital Management
New York
$226K -$5.9K 1 0.04% Reduced