← 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
701
Financial Architects (New Jersey)
Financial Architects (New Jersey)
New Jersey
$873K $0 1 0.13% Maintained
702
PIA
Pinion Investment Advisors
Kansas
$872K -$259 1 0.7% Reduced
703
WesBanco Bank
WesBanco Bank
West Virginia
$869K $0 1 0.03% Maintained
704
AE Wealth Management
AE Wealth Management
Kansas
$866K +$672K 2 0.01% Increased
705
MidWestOne Financial Group
MidWestOne Financial Group
Iowa
$858K +$21.5K 1 0.2% Increased
706
AssetMark Inc
AssetMark Inc
California
$857K +$8.89K 3 0% Increased
707
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$840K $0 1 0% Maintained
708
AC
Apogem Capital
New York
$839K -$289K 1 0.53% Reduced
709
PAM
Premier Asset Management
Illinois
$836K -$3.22M 2 0.12% Reduced
710
Glen Eagle Advisors
Glen Eagle Advisors
New Jersey
$832K +$100K 1 0.24% Increased
711
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$829K +$11.6K 9 0.01% Increased
712
SCA
Snowden Capital Advisors
New York
$820K +$174K 2 0.04% Increased
713
Gladstone Institutional Advisory
Gladstone Institutional Advisory
Florida
$819K +$816K 2 0.08% New
714
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$812K +$36.2K 1 0.03% Increased
715
Navellier & Associates
Navellier & Associates
Nevada
$805K +$559K 2 0.12% Increased
716
Barings
Barings
North Carolina
$804K $0 2 0.02% Maintained
717
GPGA
Grandeur Peak Global Advisors
Utah
$797K +$376K 1 0.04% Increased
718
HSA
Hussman Strategic Advisors
Maryland
$791K $0 1 0.17% Maintained
719
CWA Asset Management Group
CWA Asset Management Group
Florida
$783K +$41 1 0.06% Increased
720
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$778K +$60.1K 1 0% Increased
721
APA
American Portfolios Advisors
New York
$772K +$583K 5 0.03% Increased
722
Greenwood Capital Associates
Greenwood Capital Associates
South Carolina
$771K +$19.1K 1 0.12% Increased
723
Csenge Advisory Group
Csenge Advisory Group
Florida
$757K +$9.41K 1 0.06% Increased
724
Van Hulzen Asset Management
Van Hulzen Asset Management
California
$753K -$4.18K 1 0.11% Reduced
725
Whitebox Advisors
Whitebox Advisors
Minnesota
$743K $0 1 0.02% Maintained