← 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
826
AIA
Affinity Investment Advisors
California
$295K +$37.3K 1 0.14% Increased
827
QT
Quantamental Technologies
New York
$295K +$201K 1 0.13% Increased
828
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$293K +$180K 1 0.02% Increased
829
Anchor Investment Management
Anchor Investment Management
South Carolina
$292K +$80 1 0.04% Increased
830
CreativeOne Wealth
CreativeOne Wealth
Kansas
$290K -$136K 1 0.02% Reduced
831
Desjardins Global Asset Management
Desjardins Global Asset Management
Quebec, Canada
$289K -$55.8K 1 0.04% Reduced
832
PP
Prospector Partners
Connecticut
$289K $0 1 0.04% Maintained
833
Globeflex Capital
Globeflex Capital
California
$286K +$116K 3 0.07% Increased
834
Frank Rimerman Advisors
Frank Rimerman Advisors
California
$281K +$59.1K 1 0.11% Increased
835
ALPS Advisors
ALPS Advisors
Colorado
$281K -$3.48K 1 0% Reduced
836
Clear Creek Financial Management
Clear Creek Financial Management
Washington
$281K -$2.6K 1 0.06% Reduced
837
Xponance
Xponance
Pennsylvania
$281K +$342K 2 0.01% New
838
YMRC
Yorktown Management & Research Company
Virginia
$278K -$304K 1 0.36% Reduced
839
BWM
Bulltick Wealth Management
Florida
$276K +$92.2K 1 0.07% Increased
840
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$275K -$31.3K 1 0.01% Reduced
841
SB
Sunflower Bank
Texas
$274K +$2.56K 1 0.05% Increased
842
Simplicity Solutions
Simplicity Solutions
Minnesota
$273K -$118K 1 0.04% Reduced
843
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$272K +$46.4K 1 0% Increased
844
SCA
Snowden Capital Advisors
New York
$271K -$3.94K 2 0.01% Reduced
845
DWA
Dorsey Wright & Associates
California
$270K -$17.3K 4 0.08% Reduced
846
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$270K +$27K 1 0.01% Increased
847
Sandy Spring Bank
Sandy Spring Bank
Maryland
$269K -$281K 2 0.02% Reduced
848
CH
Canton Hathaway
Rhode Island
$267K $0 1 0.09% Maintained
849
Hancock Whitney
Hancock Whitney
Mississippi
$266K -$230K 1 0.01% Reduced
850
CPM
Connective Portfolio Management
New York
$264K +$338K 1 0.45% New