← 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
626
BDF
Balasa Dinverno & Foltz
$231K +$219K 1 0.03% New
627
CG
Cutler Group
California
$230K -$603K 3 0.02% Reduced
628
CCM
Cadence Capital Management
Massachusetts
$229K -$1.38M 1 0.02% Reduced
629
OI
Oakbrook Investments
Illinois
$225K +$214K 1 0.01% New
630
DIM
DC Investments Management
Virginia
$219K +$208K 1 0.14% New
631
PVH
Psagot Value Holdings
Israel
$218K $0 1 0.01% Maintained
632
FI
Fosun International
China
$217K -$34.9K 1 0.01% Reduced
633
Fisher Asset Management
Fisher Asset Management
Washington
$213K +$202K 1 0% New
634
BFC
Bedel Financial Consulting
Indiana
$211K $0 1 0.13% Maintained
635
Raymond James Trust
Raymond James Trust
Florida
$210K +$199K 1 0.01% New
636
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$209K $0 1 0.02% Maintained
637
ECM
Everence Capital Management
Indiana
$207K -$32.8K 1 0.04% Reduced
638
WSCM
Wellington Shields Capital Management
New York
$206K -$58.1K 1 0.04% Reduced
639
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$204K +$204K 1 0% New
640
Inspire Investing
Inspire Investing
Idaho
$201K +$208K 1 0.09% New
641
NL
NWAM LLC
Washington
$199K $0 1 0.04% Maintained
642
SignatureFD
SignatureFD
Georgia
$198K +$10.6K 3 0.02% Increased
643
Parallel Advisors
Parallel Advisors
California
$187K +$107K 4 0.02% Increased
644
OC
Oakworth Capital
Alabama
$185K $0 1 0.04% Maintained
645
TAM
Tyers Asset Management
Texas
$183K $0 1 0.01% Maintained
646
SSWM
Sheets Smith Wealth Management
North Carolina
$179K -$582K 1 0.04% Reduced
647
PHK
Point72 Hong Kong
Hong Kong
$172K +$8.01K 2 0.07% Increased
648
ZCA
Zeke Capital Advisors
Pennsylvania
$169K -$472K 1 0.02% Reduced
649
RCM
Riverpark Capital Management
New York
$152K $0 1 0.03% Maintained
650
Bailard
Bailard
California
$145K -$454K 1 0.01% Reduced