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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	PCM Punch Card Management Winter Park, Florida	$85.3M	$0	1	27.64%	Maintained
52	Bank of America Charlotte, North Carolina	$85.2M	+$21.1M	19	0.01%	Increased
53	Whale Rock Capital Management Boston, Massachusetts	$84.5M	-$14.8M	1	2.84%	Reduced
54	AllianceBernstein Nashville, Tennessee	$83.9M	+$30.2M	14	0.04%	Increased
55	Starboard Value New York	$83.8M	$0	1	1.6%	Maintained
56	MG Magnolia Group Omaha, Nebraska	$83.3M	+$7.77M	1	11.36%	Increased
57	T. Rowe Price Investment Management Baltimore, Maryland	$83M	+$25.1M	2	0.06%	Increased
58	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$83M	-$1.73M	4	0.07%	Reduced
59	SEI Investments Oaks, Pennsylvania	$79.3M	+$8.44M	6	0.18%	Increased
60	Frontier Capital Management Boston, Massachusetts	$78.8M	-$9.52M	2	0.86%	Reduced
61	Farallon Capital Management San Francisco, California	$74.6M	+$34.1M	1	0.44%	Increased
62	SSP Sixth Street Partners Dallas, Texas	$70.3M	-$25.4M	1	7.83%	Reduced
63	First Manhattan New York	$69.8M	+$1.86M	5	0.26%	Increased
64	WU Washington University St Louis, Missouri	$69.7M	+$235K	1	20.47%	Increased
65	JSP Jackson Square Partners Larkspur, California	$69.1M	-$7.32M	1	1.84%	Reduced
66	Thompson Siegel & Walmsley Richmond, Virginia	$66.8M	+$18.7M	3	1.08%	Increased
67	Capital International Investors Los Angeles, California	$66.8M	+$6.58M	1	0.02%	Increased
68	Epoch Investment Partners New York	$66.3M	-$9.71M	2	0.4%	Reduced
69	CFM Coronation Fund Managers Cape Town, South Africa	$65.8M	+$15.4M	1	1.83%	Increased
70	Loomis, Sayles & Company Boston, Massachusetts	$65.5M	-$835K	3	0.13%	Reduced
71	Krane Funds Advisors New York	$65.3M	+$9.29M	1	2.67%	Increased
72	UBS AM Chicago, Illinois	$64.4M	-$16.8M	8	0.03%	Reduced
73	Susquehanna International Group Bala Cynwyd, Pennsylvania	$61.3M	+$24.7M	11	0.02%	Increased
74	GCM Glendon Capital Management Santa Monica, California	$60.8M	$0	1	5.21%	Maintained
75	D.E. Shaw & Co New York	$59.3M	-$30.7M	12	0.07%	Reduced