← 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	$127M	+$271K	1	3.05%	Increased
2	BlackRock Fund Advisors San Francisco, California	$110M	+$1.66M	6	0.03%	Increased
3	Wellington Management Group Boston, Massachusetts	$99.3M	-$1.01M	3	0.03%	Reduced
4	Dimensional Fund Advisors Austin, Texas	$98.8M	+$3.7M	4	0.07%	Increased
5	Vanguard Group Malvern, Pennsylvania	$97.6M	+$6.43M	6	0.01%	Increased
6	Renaissance Technologies New York	$74.5M	-$16.9M	5	0.18%	Reduced
7	Fidelity Investments Boston, Massachusetts	$65.8M	-$19.3M	3	0.01%	Reduced
8	SCC Second Curve Capital Radnor, Pennsylvania	$61.9M	+$2.67M	2	14.38%	Increased
9	State Street Boston, Massachusetts	$60.5M	+$17M	5	0.01%	Increased
10	General Atlantic New York	$60M	-$571K	1	3.23%	Reduced
11	BlackRock Institutional Trust San Francisco, California	$49.6M	-$1.44M	5	0.01%	Reduced
12	SPH Steel Partners Holdings New York	$49.2M	+$564K	1	11.24%	Increased
13	JP Morgan Chase New York	$47.9M	+$26.8M	2	0.01%	Increased
14	Putnam Investments Boston, Massachusetts	$43.3M	-$6.89M	4	0.1%	Reduced
15	SM SCFF Management Menlo Park, California	$41.5M	-$15.5M	1	33.13%	Reduced
16	Bank of New York Mellon New York	$40.5M	+$290K	4	0.01%	Increased
17	HCS Harvest Capital Strategies San Francisco, California	$40.3M	+$482K	1	3%	Increased
18	WC Weatherbie Capital Boston, Massachusetts	$35.9M	+$5.59M	1	3.4%	Increased
19	Northern Trust Chicago, Illinois	$34.8M	-$72.6K	5	0.01%	Reduced
20	PM Pembroke Management Montreal, Quebec, Canada	$33.4M	+$2.09M	1	2.77%	Increased
21	Thompson Siegel & Walmsley Richmond, Virginia	$32.3M	+$12.6M	2	0.73%	Increased
22	EM Endicott Management New York	$31.1M	$0	1	13.9%	Maintained
23	Cambiar Investors Denver, Colorado	$31M	+$35.1M	1	0.46%	New
24	Wells Fargo San Francisco, California	$29.3M	-$725K	5	0.01%	Reduced
25	Ameriprise Minneapolis, Minnesota	$29M	+$18.4M	4	0.02%	Increased