← 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
1051
Eventide Asset Management
Eventide Asset Management
Massachusetts
$1.06M +$596K 1 0.01% Increased
1052
Sowell Financial Services
Sowell Financial Services
Arkansas
$1.06M -$128K 2 0.03% Reduced
1053
SCS Capital Management
SCS Capital Management
Massachusetts
$1.05M -$48K 1 0.01% Reduced
1054
MC
Matisse Capital
Oregon
$1.05M +$209K 1 0.42% Increased
1055
VFG
Victory Financial Group
Texas
$1.04M +$150K 2 0.11% Increased
1056
PI
PFG Investments
New York
$1.04M +$37.7K 1 0.04% Increased
1057
NTIC
Napean Trading & Investment Company
Singapore
$1.03M +$744K 1 0.35% Increased
1058
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$1.02M +$16.2K 2 0.02% Increased
1059
KCM
Kendall Capital Management
Maryland
$1.01M -$573 1 0.17% Reduced
1060
CFM
Capricorn Fund Managers
United Kingdom
$1.01M +$1.17M 1 0.08% New
1061
TCM
TT Capital Management
California
$1M -$8.59K 1 0.78% Reduced
1062
AHL
Abel Hall LLC
Louisiana
$1M +$55.2K 3 0.17% Increased
1063
AA
Altrafin AG
$998K +$63.3K 1 0.39% Increased
1064
Brookstone Capital Management
Brookstone Capital Management
Illinois
$996K +$19.4K 1 0.01% Increased
1065
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$996K +$443K 17 0.03% Increased
1066
SLWA
San Luis Wealth Advisors
California
$994K +$136 1 0.15% Increased
1067
CCA
Cruiser Capital Advisors
Connecticut
$993K $0 1 0.61% Maintained
1068
CWM
CCG Wealth Management
California
$974K -$13.8M 1 0.23% Reduced
1069
PWPS
Pinnacle Wealth Planning Services
Ohio
$966K -$144K 9 0.09% Reduced
1070
SIA
Soltis Investment Advisors
Utah
$959K -$261K 1 0.05% Reduced
1071
HCM
Howland Capital Management
Massachusetts
$957K $0 1 0.03% Maintained
1072
CCIA
Campbell & Co Investment Adviser
Maryland
$955K -$4.5M 2 0.05% Reduced
1073
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$955K +$154K 2 0.03% Increased
1074
Principal Securities
Principal Securities
Iowa
$954K +$595K 3 0.01% Increased
1075
ASC
Ares Systematic Credit
$953K -$529K 1 0.58% Reduced