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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
126
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$93M +$55.7M 3 0.2% Increased
127
SSWG
Seven Springs Wealth Group
Tennessee
$92.7M +$80.9M 1 22.95% New
128
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$90.8M +$55.3M 6 0.29% Increased
129
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$90.2M +$20.3M 3 0.21% Increased
130
Bank of Montreal
Bank of Montreal
Ontario, Canada
$86.4M +$6.78M 9 0.04% Increased
131
LSV Asset Management
LSV Asset Management
Illinois
$85.9M -$2.49M 3 0.2% Reduced
132
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$84.7M +$2.09M 13 0.29% Increased
133
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$83.4M +$10.7M 3 0.1% Increased
134
Walleye Capital
Walleye Capital
New York
$81.1M +$24M 7 0.31% Increased
135
Holocene Advisors
Holocene Advisors
New York
$80.3M +$56.3M 2 0.2% Increased
136
CFM
Comprehensive Financial Management
California
$79.4M +$18.2M 2 2.22% Increased
137
Emerald Advisers
Emerald Advisers
Pennsylvania
$78.8M +$5.22M 4 2.89% Increased
138
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$78.5M +$25.3M 14 0.1% Increased
139
Manning & Napier Advisors
Manning & Napier Advisors
New York
$78.1M +$68.2M 1 0.93% New
140
Brown Advisory
Brown Advisory
Maryland
$77.9M -$8.84M 3 0.1% Reduced
141
SCGDR
Sharp Capital Gestora de Recursos
Brazil
$76.4M +$45.9M 2 75.83% Increased
142
AGFVA
Accel Growth Fund V Associates
California
$74.7M $0 1 69.17% Maintained
143
Pictet Asset Management
Pictet Asset Management
Switzerland
$74.5M +$7.12M 11 0.08% Increased
144
WCA
Whetstone Capital Advisors
Kansas
$74.3M -$988K 1 20.99% Reduced
145
AQR Capital Management
AQR Capital Management
Connecticut
$74.2M -$32.5M 13 0.06% Reduced
146
Acadian Asset Management
Acadian Asset Management
Massachusetts
$73.3M +$18.3M 10 0.15% Increased
147
IEQ Capital
IEQ Capital
California
$73.3M +$13.7M 6 0.45% Increased
148
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$72.6M +$56.7M 7 1.78% Increased
149
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$72.2M -$152K 10 0.13% Reduced
150
ONPI
Owls Nest Partners IA
Pennsylvania
$72.1M +$3.82M 1 17.07% Increased