← 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
JIR
James Investment Research
Ohio
$258K $0 1 0.02% Maintained
627
Penserra Capital Management
Penserra Capital Management
California
$254K -$443K 4 0.02% Reduced
628
AWM
Alterna Wealth Management
Texas
$248K +$37.2K 1 0.28% Increased
629
Natixis
Natixis
France
$248K +$255K 1 0% New
630
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$248K +$253K 1 0.04% New
631
UFF
USA Financial Formulas
Michigan
$248K +$231K 1 0.1% New
632
GH
GAM Holding
Switzerland
$247K -$729K 1 0.01% Reduced
633
B
Bellecapital
Switzerland
$245K +$250K 1 0.13% New
634
PWMG
Prestige Wealth Management Group
New Jersey
$245K -$9.27K 1 0.13% Reduced
635
Donaldson Capital Management
Donaldson Capital Management
Indiana
$244K -$6.82K 1 0.02% Reduced
636
OI
Oakbrook Investments
Illinois
$244K $0 1 0.05% Maintained
637
FCI
Financial Counselors Inc
Kansas
$243K +$15K 1 0.01% Increased
638
FC
FORA Capital
Florida
$240K +$244K 3 0.02% New
639
MAFM
Mid Atlantic Financial Management
Pennsylvania
$240K -$14.1K 1 0.02% Reduced
640
Parallel Advisors
Parallel Advisors
California
$240K -$19.7K 5 0.02% Reduced
641
Commerce Bank
Commerce Bank
Missouri
$239K +$244K 1 0% New
642
AIC
Aurora Investment Counsel
Georgia
$237K -$1.16M 1 0.18% Reduced
643
WCM
Windward Capital Management
California
$233K -$1.9K 1 0.02% Reduced
644
CIM
CIM Investment Management
Pennsylvania
$232K -$443K 1 0.09% Reduced
645
NL
NWAM LLC
Washington
$232K +$23 1 0.04% Increased
646
AIM
Axiom Investment Management
New York
$230K $0 1 0.33% Maintained
647
PTC
Petrus Trust Company
Texas
$230K +$235K 1 0.04% New
648
WFI
West Family Investments
California
$227K $0 1 0.05% Maintained
649
WSCM
Wellington Shields Capital Management
New York
$223K $0 1 0.03% Maintained
650
Inspire Investing
Inspire Investing
Idaho
$222K -$27.5K 1 0.08% Reduced