← 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
776
UWM
Udine Wealth Management
Florida
$3.05M +$81.7K 1 1.26% Increased
777
Capstone Investment Advisors
Capstone Investment Advisors
New York
$3.03M +$1.29M 5 0.01% Increased
778
GWMR
GC Wealth Management RIA
Massachusetts
$3.03M +$1.77M 1 0.17% Increased
779
Mediolanum International Funds
Mediolanum International Funds
Ireland
$2.99M +$1.09M 2 0.03% Increased
780
FG
Formula Growth
Quebec, Canada
$2.98M $0 1 1.05% Maintained
781
Winton Group
Winton Group
United Kingdom
$2.97M -$14.4M 5 0.1% Reduced
782
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$2.94M +$115K 1 0.09% Increased
783
OC
Opal Capital
Florida
$2.92M -$684K 1 0.52% Reduced
784
PIA
Petredis Investment Advisors
Pennsylvania
$2.91M -$849 1 0.2% Reduced
785
CCP
Clough Capital Partners
Massachusetts
$2.9M +$2.92M 1 0.24% New
786
Prospera Financial Services
Prospera Financial Services
Texas
$2.89M -$1.9M 2 0.04% Reduced
787
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$2.88M -$6.33K 1 0.03% Reduced
788
IFP Advisors
IFP Advisors
Florida
$2.86M +$117K 16 0.05% Increased
789
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$2.82M +$2.85M 1 0.07% New
790
CGH
CMG Global Holdings
Texas
$2.8M -$96.1K 1 1.19% Reduced
791
JSL
JT Stratford LLC
Georgia
$2.78M +$163K 1 0.31% Increased
792
TFCM
Taylor Frigon Capital Management
Arizona
$2.78M +$631K 1 1.3% Increased
793
Bailard
Bailard
California
$2.78M +$203K 3 0.06% Increased
794
ProShare Advisors
ProShare Advisors
Maryland
$2.76M -$174K 6 0% Reduced
795
IA
Intellus Advisors
Florida
$2.75M +$310K 1 0.33% Increased
796
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$2.72M +$312K 5 0.04% Increased
797
RC
Renaissance Capital
Connecticut
$2.71M +$2.27M 1 1.5% Increased
798
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$2.68M +$440K 6 0.01% Increased
799
RI
Ridgewood Investments
New Jersey
$2.66M -$22K 2 1% Reduced
800
Caisse Des Depots Et Consignations
Caisse Des Depots Et Consignations
France
$2.66M $0 2 0.04% Maintained