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
| $3.42B | +$17.2M | 18 | 0.08% | Increased |
|
| 2 |
SC US (TTGP)
Menlo Park,
California
| $3.01B | -$3.84M | 1 | 22.21% | Reduced |
|
| 3 |
Vanguard Group
Malvern,
Pennsylvania
| $2.66B | +$2.71M | 17 | 0.05% | Increased |
|
| 4 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.46B | $0 | 2 | 0.74% | Maintained |
|
| 5 |
Capital Research Global Investors
Los Angeles,
California
| $2.42B | +$280M | 1 | 0.55% | Increased |
|
| 6 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $2.07B | +$575M | 2 | 1.61% | Increased |
|
| 7 |
State Street
Boston,
Massachusetts
| $1.33B | +$24.2M | 18 | 0.06% | Increased |
|
| 8 |
JP Morgan Chase
New York
| $1.29B | -$8.86M | 18 | 0.11% | Reduced |
|
| 9 |
WCM Investment Management
Laguna Beach,
California
| $1.21B | +$954M | 2 | 2.87% | Increased |
|
| 10 |
Morgan Stanley
New York
| $1.18B | +$66M | 21 | 0.1% | Increased |
|
| 11 |
Fidelity Investments
Boston,
Massachusetts
| $1.1B | +$186M | 14 | 0.07% | Increased |
|
| 12 |
Jennison Associates
New York
| $1.09B | +$265M | 2 | 0.73% | Increased |
|
| 13 |
Sands Capital Management
Arlington,
Virginia
| $1.06B | +$34.2M | 1 | 2.96% | Increased |
|
| 14 |
Harris Associates
Chicago,
Illinois
| $856M | -$87.6M | 1 | 1.38% | Reduced |
|
| 15 |
TCMX
Technology Crossover Management X
Menlo Park,
California
| $832M | -$178M | 1 | 87.22% | Reduced |
|
| 16 |
Dimensional Fund Advisors
Austin,
Texas
| $780M | +$67.5M | 14 | 0.21% | Increased |
|
| 17 |
Coatue Management
New York
| $749M | -$18.7M | 1 | 2.94% | Reduced |
|
| 18 |
Geode Capital Management
Boston,
Massachusetts
| $649M | +$28.2M | 19 | 0.06% | Increased |
|
| 19 |
SoftBank Group
Tokyo,
Japan
| $647M | +$13.7M | 2 | 3.39% | Increased |
|
| 20 |
Artisan Partners
Milwaukee,
Wisconsin
| $637M | -$7.18M | 1 | 0.92% | Reduced |
|
| 21 |
Jane Street
New York
| $614M | +$485M | 15 | 0.13% | Increased |
|
| 22 |
D.E. Shaw & Co
New York
| $583M | -$72.4M | 10 | 0.5% | Reduced |
|
| 23 |
AE
American Express
New York
| $528M | $0 | 1 | 35.23% | Maintained |
|
| 24 |
T. Rowe Price Associates
Baltimore,
Maryland
| $511M | -$30M | 11 | 0.06% | Reduced |
|
| 25 |
Invesco
Atlanta,
Georgia
| $485M | -$54.6M | 16 | 0.1% | Reduced |
|