← 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
1101
FRA
Frank Rimerman Advisors
California
$887K -$428K 1 0.05% Reduced
1102
PAM
PVG Asset Management
Colorado
$874K $0 1 0.5% Maintained
1103
BAM
Blueshift Asset Management
New Jersey
$872K -$559K 2 0.2% Reduced
1104
Fulton Bank
Fulton Bank
Pennsylvania
$865K -$30.8K 1 0.03% Reduced
1105
FFA
Florida Financial Advisors
Florida
$864K +$216K 1 0.15% Increased
1106
MWC
MBM Wealth Consultants
Missouri
$863K +$149K 1 0.17% Increased
1107
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$863K $0 2 0.03% Maintained
1108
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$862K -$1.93M 1 0.16% Reduced
1109
AlTi Global
AlTi Global
New York
$855K -$18.8K 1 0.02% Reduced
1110
CF
CDC Financial
Illinois
$854K -$41.7K 1 0.36% Reduced
1111
AssetMark Inc
AssetMark Inc
California
$841K -$18.9K 11 0% Reduced
1112
Aviso Financial
Aviso Financial
Ontario, Canada
$840K -$54.5K 1 0.03% Reduced
1113
CL
CIM LLC
New York
$840K +$260 1 0.11% Increased
1114
MTIM
Marathon Trading Investment Management
Pennsylvania
$838K +$690K 1 0.03% Increased
1115
WWA
WCG Wealth Advisors
Nevada
$828K +$342K 1 0.02% Increased
1116
Level Four Advisory Services
Level Four Advisory Services
Texas
$824K +$27.8K 1 0.02% Increased
1117
COI
Connable Office Inc
Michigan
$820K -$13.3K 1 0.07% Reduced
1118
TC
TownSquare Capital
Utah
$819K +$774K 1 0.15% New
1119
TCOT
Trust Company of Toledo
Ohio
$811K +$84.1K 2 0.07% Increased
1120
LTM
Lotus Technology Management
Florida
$809K +$466K 1 0.99% New
1121
KIA
Knollwood Investment Advisory
Maryland
$799K $0 1 0.07% Maintained
1122
PCM
PenderFund Capital Management
British Columbia, Canada
$798K +$138K 1 0.1% Increased
1123
Graham Capital Management
Graham Capital Management
Connecticut
$797K -$2.51M 4 0.01% Reduced
1124
AC
Almitas Capital
California
$793K $0 1 0.19% Maintained
1125
AWA
Aaron Wealth Advisors
Illinois
$792K -$101K 2 0.04% Reduced