← 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
Algert Global
Algert Global
California
$134K -$11.7K 1 0.06% Reduced
602
AIM
Axiom Investment Management
New York
$134K $0 1 0.24% Maintained
603
Belpointe Asset Management
Belpointe Asset Management
Nevada
$130K +$26.6K 1 0.02% Increased
604
GPGA
Grandeur Peak Global Advisors
Utah
$130K $0 1 0.01% Maintained
605
CIA
CSat Investment Advisory
Michigan
$129K +$22.2K 2 0.03% Increased
606
Clearstead Advisors
Clearstead Advisors
Ohio
$127K $0 1 0.02% Maintained
607
Mutual of America Capital Management
Mutual of America Capital Management
New York
$127K -$1.18M 3 0% Reduced
608
S
Seeyond
France
$124K -$13K 1 0.02% Reduced
609
SignatureFD
SignatureFD
Georgia
$124K +$16.1K 3 0.01% Increased
610
UFF
USA Financial Formulas
Michigan
$121K -$40.4K 1 0.08% Reduced
611
Caption Management
Caption Management
Oklahoma
$117K +$148K 1 0.01% New
612
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$117K +$31.5K 2 0% Increased
613
Tidal Investments
Tidal Investments
Wisconsin
$115K +$163K 1 0.03% New
614
CG
Cutler Group
California
$113K +$91.3K 1 0.01% Increased
615
AT
Arden Trust
Delaware
$110K +$161K 2 0.02% New
616
WSL
Western Standard LLC
California
$110K -$13.6M 1 0.1% Reduced
617
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$104K $0 1 0% Maintained
618
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$104K -$110K 1 0.01% Reduced
619
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$103K $0 1 0.01% Maintained
620
IFP Advisors
IFP Advisors
Florida
$102K -$3.01K 4 0.01% Reduced
621
Advisory Services Network
Advisory Services Network
Georgia
$101K -$317K 3 0.01% Reduced
622
CICI
Capital Investment Counsel Inc
North Carolina
$100K +$43.8K 1 0.04% Increased
623
BCV
Banque Cantonale Vaudoise
Switzerland
$99K $0 1 0.01% Maintained
624
Davenport & Co
Davenport & Co
Virginia
$99K -$496K 1 0% Reduced
625
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$99K +$175K 1 0% New