← 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
QT
Quantamental Technologies
New York
$832K +$701K 3 0.32% Increased
627
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$830K -$194K 2 0.02% Reduced
628
Sigma Planning Corp
Sigma Planning Corp
Michigan
$820K -$249K 3 0.03% Reduced
629
AE Wealth Management
AE Wealth Management
Kansas
$818K +$259K 3 0.01% Increased
630
BC
Barnett & Company
Tennessee
$802K +$180K 1 0.71% Increased
631
CCM
Chimera Capital Management
New York
$790K +$1.02M 1 0.22% New
632
ZA
Zazove Associates
Nevada
$781K $0 1 0.07% Maintained
633
DFCM
Dark Forest Capital Management
Puerto Rico
$775K +$177K 5 0.13% Increased
634
JWA
JFS Wealth Advisors
Pennsylvania
$771K -$69.6K 3 0.08% Reduced
635
MIC
Meridian Investment Counsel
California
$769K +$106K 1 0.34% Increased
636
AC
Avenir Corporation
Virginia
$767K $0 1 0.08% Maintained
637
TAA
TB Alternative Assets
Cayman Islands
$742K +$774K 1 0.27% New
638
CX Institutional
CX Institutional
Indiana
$738K +$899K 1 0.05% New
639
CF
Convergence Financial
Missouri
$732K -$316K 1 0.8% Reduced
640
FIM
Freedom Investment Management
Connecticut
$731K -$7.87K 2 0.08% Reduced
641
First National Trust
First National Trust
Pennsylvania
$731K $0 2 0.04% Maintained
642
FC
Fulcrum Capital
Washington
$723K -$240K 1 0.21% Reduced
643
Winton Group
Winton Group
United Kingdom
$723K +$87.2K 2 0.05% Increased
644
CFA
Cahill Financial Advisors
Minnesota
$721K +$860K 1 0.15% New
645
MCWS
McKinley Carter Wealth Services
West Virginia
$720K $0 1 0.07% Maintained
646
GIM
Greylin Investment Management
Virginia
$711K +$849K 1 0.15% New
647
Caption Management
Caption Management
Oklahoma
$705K -$2.68M 3 0.01% Reduced
648
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$704K -$357K 3 0% Reduced
649
Daiwa Securities Group
Daiwa Securities Group
Japan
$700K +$1.5K 3 0.01% Increased
650
New York Life Investment Management
New York Life Investment Management
New York
$692K -$166K 2 0.01% Reduced