← 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
1
IVA
International Value Advisers
$152M +$134K 1 3.98% Increased
2
Fidelity Investments
Fidelity Investments
Massachusetts
$90.9M -$22.5M 4 0.01% Reduced
3
Wellington Management Group
Wellington Management Group
Massachusetts
$89.3M -$4.36M 4 0.03% Reduced
4
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$84.4M +$26M 5 0.03% Increased
5
Vanguard Group
Vanguard Group
Pennsylvania
$79M +$4.92M 6 0.01% Increased
6
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$78.5M +$4.87M 4 0.07% Increased
7
General Atlantic
General Atlantic
New York
$76.9M $0 1 6.78% Maintained
8
Renaissance Technologies
Renaissance Technologies
New York
$74.8M +$15.1M 5 0.18% Increased
9
SM
SCFF Management
California
$74.5M $0 1 70.57% Maintained
10
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$52.8M +$3.14M 5 0.01% Increased
11
SCC
Second Curve Capital
Pennsylvania
$50.7M +$1.67M 2 11.38% Increased
12
Putnam Investments
Putnam Investments
Massachusetts
$45.9M -$2.55M 4 0.12% Reduced
13
State Street
State Street
Massachusetts
$39.2M +$2.91M 5 0% Increased
14
SPH
Steel Partners Holdings
New York
$38.3M +$1.17M 1 9.87% Increased
15
QF
QVT Financial
New York
$36.8M -$2.23M 1 2.51% Reduced
16
HCS
Harvest Capital Strategies
California
$34.5M -$3.34M 1 2.22% Reduced
17
Bank of New York Mellon
Bank of New York Mellon
New York
$34M +$5.19M 4 0.01% Increased
18
GGHC
Gilder Gagnon Howe & Co
New York
$33.3M -$6.84M 1 0.52% Reduced
19
OCG
Opus Capital Group
Ohio
$33.2M -$5.69M 1 1.89% Reduced
20
Northern Trust
Northern Trust
Illinois
$32M +$2.43M 5 0.01% Increased
21
Wells Fargo
Wells Fargo
California
$31.4M -$5.91M 6 0.01% Reduced
22
Franklin Resources
Franklin Resources
California
$30.4M -$420K 1 0.02% Reduced
23
EM
Endicott Management
New York
$29.3M $0 1 13.1% Maintained
24
Deutsche Bank
Deutsche Bank
Germany
$28.1M +$15.9M 5 0.02% Increased
25
JP Morgan Chase
JP Morgan Chase
New York
$23.7M +$11.7M 4 0.01% Increased