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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
1
Vanguard Group
Vanguard Group
Pennsylvania
$919M +$49.9M 8 0.06% Increased
2
FS
Feinberg Stephen
$777M $0 1 68.29% Maintained
3
Harris Associates
Harris Associates
Illinois
$438M +$138M 1 0.82% Increased
4
PC
Perry Capital
New York
$423M $0 1 19.98% Maintained
5
Boston Partners
Boston Partners
Massachusetts
$411M -$52.9M 1 0.6% Reduced
6
JP Morgan Chase
JP Morgan Chase
New York
$390M -$18.7M 8 0.1% Reduced
7
Morgan Stanley
Morgan Stanley
New York
$334M +$86.6M 10 0.13% Increased
8
Institutional Capital
Institutional Capital
Illinois
$333M +$7.32M 1 3.54% Increased
9
Franklin Resources
Franklin Resources
California
$326M +$5.23M 2 0.17% Increased
10
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$324M -$60.2M 8 0.05% Reduced
11
Sands Capital Management
Sands Capital Management
Virginia
$318M -$47.8M 1 0.94% Reduced
12
Invesco
Invesco
Georgia
$290M +$65.8M 7 0.12% Increased
13
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$287M +$1.87M 1 0.51% Increased
14
State Street
State Street
Massachusetts
$252M +$17.7M 7 0.03% Increased
15
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$248M -$1.53M 8 0.06% Reduced
16
FC
Foundation Capital
California
$225M $0 1 34.41% Maintained
17
Fidelity Investments
Fidelity Investments
Massachusetts
$216M -$33.7M 5 0.03% Reduced
18
CPV
Canaan Partners VII
Connecticut
$215M $0 1 88.7% Maintained
19
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$211M +$16.1M 5 0.13% Increased
20
CCA
Canyon Capital Advisors
Texas
$193M -$3.98M 1 7.68% Reduced
21
Victory Capital Management
Victory Capital Management
Texas
$180M +$18.6M 3 0.74% Increased
22
Oaktree Capital Management
Oaktree Capital Management
California
$180M +$17.2M 1 3.24% Increased
23
AL
AJO LP
Pennsylvania
$177M +$1.59M 2 0.77% Increased
24
Ninety One (UK)
Ninety One (UK)
United Kingdom
$177M +$8.03M 1 0.95% Increased
25
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$151M -$65.4M 5 0.03% Reduced