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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
51	Starboard Value New York	$145M	$0	1	1.93%	Maintained
52	PCM Punch Card Management Winter Park, Florida	$143M	$0	1	36.68%	Maintained
53	Thrivent Financial for Lutherans Minneapolis, Minnesota	$142M	+$4.6M	5	0.28%	Increased
54	JSP Jackson Square Partners Larkspur, California	$140M	+$23.5M	1	1.39%	Increased
55	Millennium Management New York	$131M	+$11.8M	14	0.07%	Increased
56	Nikko Asset Management Americas New York	$125M	+$78.5M	2	0.92%	Increased
57	First Manhattan New York	$123M	+$2.3M	4	0.4%	Increased
58	Robeco Institutional Asset Management Rotterdam, Netherlands	$123M	+$3.03M	4	0.29%	Increased
59	Farallon Capital Management San Francisco, California	$123M	+$10.5M	1	0.59%	Increased
60	Deutsche Bank Frankfurt Am Main Ge, Germany	$118M	+$20.9M	12	0.06%	Increased
61	Sands Capital Management Arlington, Virginia	$117M	+$932K	1	0.27%	Increased
62	JP Morgan Chase New York	$117M	-$77M	17	0.01%	Reduced
63	UBS Group Zurich, Switzerland	$115M	+$8.77M	19	0.04%	Increased
64	Fidelity International Hamilton, Bermuda	$115M	+$44.6M	3	0.12%	Increased
65	ASGS Alpha Square Group S New York	$114M	$0	1	15.43%	Maintained
66	DIV DCM International VI Menlo Park, California	$111M	$0	1	38.83%	Maintained
67	GIM Genesis Investment Management London, United Kingdom	$110M	+$6.12M	1	6.45%	Increased
68	GCM Glendon Capital Management Santa Monica, California	$108M	+$1.75M	1	6.98%	Increased
69	Capital International Investors Los Angeles, California	$107M	+$83M	1	0.02%	Increased
70	Krane Funds Advisors New York	$107M	+$13.6M	1	4.42%	Increased
71	BCM Basswood Capital Management New York	$104M	+$35.2M	6	4.99%	Increased
72	Marshall Wace London, United Kingdom	$101M	-$13.6M	8	0.19%	Reduced
73	Loomis, Sayles & Company Boston, Massachusetts	$98.1M	-$10.7M	4	0.13%	Reduced
74	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$97.1M	-$46M	3	0.06%	Reduced
75	Acadian Asset Management Boston, Massachusetts	$96.9M	-$20.5M	7	0.4%	Reduced