← 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	PMA Prudent Man Advisors Naperville, Illinois	$208K	+$204K	1	0.11%	New
602	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$206K	$0	1	0.06%	Maintained
603	Walleye Capital New York	$205K	-$457K	1	0.02%	Reduced
604	Profund Advisors Bethesda, Maryland	$203K	+$205K	1	0.01%	New
605	MCCP Mission Creek Capital Partners San Francisco, California	$200K	-$20.1K	1	0.08%	Reduced
606	KIM Kestrel Investment Management San Mateo, California	$199K	$0	1	0.12%	Maintained
607	Steward Partners Investment Advisory New York	$194K	+$21.1K	4	0%	Increased
608	Algert Global San Francisco, California	$191K	$0	1	0.06%	Maintained
609	AIP Ahrens Investment Partners Lafayette, Louisiana	$189K	-$168K	1	0.13%	Reduced
610	AIM Axiom Investment Management New York	$188K	$0	1	0.21%	Maintained
611	Donaldson Capital Management Evansville, Indiana	$188K	$0	1	0.01%	Maintained
612	MC Moors & Cabot Boston, Massachusetts	$185K	+$15K	1	0.02%	Increased
613	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$184K	+$14.2K	3	0%	Increased
614	Prospera Financial Services Dallas, Texas	$184K	-$364K	1	0.07%	Reduced
615	AOWM Alpha Omega Wealth Management Richmond, Virginia	$175K	+$80.2K	1	0.02%	Increased
616	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$172K	$0	1	0.01%	Maintained
617	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$164K	-$493K	1	0%	Reduced
618	Clearstead Advisors Cleveland, Ohio	$164K	$0	1	0.02%	Maintained
619	PCG Private Capital Group West Hartford, Connecticut	$160K	+$5.09K	2	0.03%	Increased
620	UFF USA Financial Formulas Ada, Michigan	$159K	+$161K	1	0.12%	New
621	AIM Allen Investment Management New York	$157K	$0	1	0%	Maintained
622	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$152K	$0	1	0.01%	Maintained
623	CFA Carroll Financial Associates Charlotte, North Carolina	$151K	-$224K	1	0.01%	Reduced
624	NL NWAM LLC Mercer Island, Washington	$150K	-$35.8K	1	0.02%	Reduced
625	FHA Flagship Harbor Advisors Boston, Massachusetts	$147K	$0	2	0.02%	Maintained