← 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
651	Valeo Financial Advisors Carmel, Indiana	$143K	+$22	3	0.02%	Increased
652	FGAM Financial Gravity Asset Management Lakeway, Texas	$139K	+$144K	2	0.11%	New
653	ED Exane Derivatives Paris, France	$134K	-$19K	1	0.03%	Reduced
654	Davenport & Co Richmond, Virginia	$132K	$0	1	0%	Maintained
655	FWM Focused Wealth Management Newburgh, New York	$126K	-$36.5K	1	0.04%	Reduced
656	CIBC World Markets New York	$121K	+$115K	1	0%	New
657	EARNEST Partners Atlanta, Georgia	$110K	$0	2	0%	Maintained
658	FCM Firsthand Capital Management San Jose, California	$108K	$0	1	0.04%	Maintained
659	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$93K	$0	1	0.06%	Maintained
660	HCM Highlander Capital Management Short Hills, New Jersey	$88K	$0	1	0.05%	Maintained
661	CHP Cable Hill Partners Portland, Oregon	$86K	$0	2	0.03%	Maintained
662	FBT First Bank & Trust Brookings, South Dakota	$86K	-$65.2K	1	0.07%	Reduced
663	PCG Private Capital Group West Hartford, Connecticut	$85K	+$20.1K	2	0.02%	Increased
664	TC Truvestments Capital Sarasota, Florida	$85K	+$81.6K	2	0.07%	New
665	TSS Two Sigma Securities New York	$84K	-$41.8K	1	0%	Reduced
666	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$81K	$0	1	0.03%	Maintained
667	BWM BerganKDV Wealth Management Bloomington, Minnesota	$78K	+$19.8K	1	0.02%	Increased
668	Pathstone Family Office Englewood, New Jersey	$74K	-$62.1K	2	0.01%	Reduced
669	SBL Sargent Bickham Lagudis Boulder, Colorado	$72K	+$74.9K	1	0.01%	New
670	FIA FNY Investment Advisers New York	$66K	+$59.2K	1	0.02%	Increased
671	PCP Proficio Capital Partners Newton, Massachusetts	$66K	+$5.37K	3	0.02%	Increased
672	TIS Tortoise Index Solutions Overland Park, Kansas	$62K	+$69K	2	0.02%	New
673	RE RBC Europe London, United Kingdom	$61.2K	$0	2	0.01%	Maintained
674	CFGS Concourse Financial Group Securities Birmingham, Alabama	$61K	+$1.36K	3	0.01%	Increased
675	Ingalls & Snyder LLC New York	$60K	$0	1	0%	Maintained