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 |
BlackRock
New York
| $1.56B | -$33.2M | 9 | 0.06% | Reduced |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $1.32B | -$82.9M | 9 | 0.04% | Reduced |
|
| 3 |
Harris Associates
Chicago,
Illinois
| $796M | -$33.6M | 1 | 1.94% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $453M | -$11M | 10 | 0.03% | Reduced |
|
| 5 |
Dimensional Fund Advisors
Austin,
Texas
| $430M | +$10.3M | 9 | 0.18% | Increased |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $384M | +$48.2M | 5 | 0.04% | Increased |
|
| 7 |
Oaktree Capital Management
Los Angeles,
California
| $359M | $0 | 1 | 7.81% | Maintained |
|
| 8 |
Fidelity Investments
Boston,
Massachusetts
| $301M | +$23.8M | 6 | 0.03% | Increased |
|
| 9 |
Starboard Value
New York
| $224M | +$14.4K | 1 | 6.65% | Increased |
|
| 10 |
Morgan Stanley
New York
| $195M | +$76.1M | 14 | 0.04% | Increased |
|
| 11 |
Geode Capital Management
Boston,
Massachusetts
| $193M | -$1.02M | 11 | 0.04% | Reduced |
|
| 12 |
Goldman Sachs
New York
| $188M | -$46.9M | 11 | 0.05% | Reduced |
|
| 13 |
Invesco
Atlanta,
Georgia
| $179M | +$26M | 9 | 0.06% | Increased |
|
| 14 |
Bank of New York Mellon
New York
| $177M | +$48.3M | 9 | 0.04% | Increased |
|
| 15 |
MG
Magnolia Group
Omaha,
Nebraska
| $173M | +$6.68M | 2 | 25.27% | Increased |
|
| 16 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
| $172M | -$17.6M | 1 | 4.25% | Reduced |
|
| 17 |
Adage Capital Partners
Boston,
Massachusetts
| $170M | -$10.3M | 1 | 0.43% | Reduced |
|
| 18 |
Northern Trust
Chicago,
Illinois
| $165M | -$3.34M | 10 | 0.04% | Reduced |
|
| 19 |
Norges Bank
Oslo,
Norway
| $160M | -$16.1M | 3 | 0.04% | Reduced |
|
| 20 |
Arrowstreet Capital
Boston,
Massachusetts
| $159M | +$36M | 7 | 0.25% | Increased |
|
| 21 |
SSP
Sixth Street Partners
Dallas,
Texas
| $154M | +$137M | 1 | 32.94% | New |
|
| 22 |
Wedge Capital Management
Charlotte,
North Carolina
| $133M | -$31.9M | 3 | 1.78% | Reduced |
|
| 23 |
LSV Asset Management
Chicago,
Illinois
| $132M | -$4.51M | 4 | 0.27% | Reduced |
|
| 24 |
Wellington Management Group
Boston,
Massachusetts
| $129M | +$48.1M | 7 | 0.03% | Increased |
|
| 25 |
Nuveen
Charlotte,
North Carolina
| $109M | +$18M | 9 | 0.04% | Increased |
|