← 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
726	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$465K	-$848K	1	0.11%	Reduced
727	MIC Means Investment Company Bangor, Maine	$460K	+$22.3K	1	0.1%	Increased
728	RB Renasant Bank Tupelo, Mississippi	$459K	+$58.4K	1	0.4%	Increased
729	GWM Greenwich Wealth Management Greenwich, Connecticut	$458K	+$4.99K	1	0.05%	Increased
730	Modera Wealth Management Westwood, New Jersey	$458K	+$144K	1	0.02%	Increased
731	JC JBF Capital Aspen, Colorado	$453K	+$64K	2	0.11%	Increased
732	Westwood Holdings Group Dallas, Texas	$452K	+$191K	1	0.01%	Increased
733	AssetMark Inc Concord, California	$451K	-$5.93K	1	0%	Reduced
734	CHAM Clear Harbor Asset Management Stamford, Connecticut	$447K	-$8.44K	1	0.06%	Reduced
735	KAM Kirkoswald Asset Management New York	$440K	$0	1	100%	Maintained
736	PCM Prelude Capital Management New York	$439K	-$317K	1	0.02%	Reduced
737	MLICM Metropolitan Life Insurance Company (MetLife) New York	$437K	-$24.7K	9	0.02%	Reduced
738	DCM DGS Capital Management Jersey City, New Jersey	$432K	+$70.5K	2	0.29%	Increased
739	SMC Smith, Moore & Co Clayton, Missouri	$430K	$0	2	0.07%	Maintained
740	CL CSS LLC Chicago, Illinois	$429K	+$38K	2	0.02%	Increased
741	M&T Bank Buffalo, New York	$427K	-$17.6K	2	0%	Reduced
742	PWP Pursue Wealth Partners Clayton, California	$423K	+$548K	1	0.3%	New
743	SWM SeaCrest Wealth Management Purchase, New York	$421K	-$81.5K	1	0.06%	Reduced
744	First Horizon Advisors Memphis, Tennessee	$419K	-$36.7K	4	0.02%	Reduced
745	Lido Advisors Los Angeles, California	$418K	+$506K	2	0.01%	New
746	Catalyst Capital Advisors Huntington, New York	$410K	-$259K	1	0.02%	Reduced
747	Kovitz Investment Group Partners Chicago, Illinois	$406K	+$485K	1	0.01%	New
748	DWM Drive Wealth Management Lehi, Utah	$398K	+$15.6K	1	0.38%	Increased
749	SW Solidarity Wealth Lehi, Utah	$398K	-$196K	1	0.23%	Reduced
750	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$397K	+$149K	1	0.07%	Increased