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
| $3.88B | +$349M | 18 | 0.09% | Increased |
|
| 2 |
SC US (TTGP)
Menlo Park,
California
| $3.24B | -$7.46M | 1 | 26.13% | Reduced |
|
| 3 |
Capital Research Global Investors
Los Angeles,
California
| $2.8B | +$173M | 1 | 0.62% | Increased |
|
| 4 |
Vanguard Group
Malvern,
Pennsylvania
| $2.71B | +$96.8M | 17 | 0.05% | Increased |
|
| 5 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.53B | $0 | 2 | 0.9% | Maintained |
|
| 6 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $2.43B | +$200M | 2 | 1.89% | Increased |
|
| 7 |
State Street
Boston,
Massachusetts
| $1.53B | +$146M | 19 | 0.07% | Increased |
|
| 8 |
JP Morgan Chase
New York
| $1.48B | +$80.4M | 16 | 0.12% | Increased |
|
| 9 |
WCM Investment Management
Laguna Beach,
California
| $1.32B | +$8.64M | 2 | 3.11% | Increased |
|
| 10 |
Jennison Associates
New York
| $1.23B | +$48.9M | 2 | 0.79% | Increased |
|
| 11 |
Morgan Stanley
New York
| $1.17B | -$63M | 20 | 0.09% | Reduced |
|
| 12 |
Fidelity Investments
Boston,
Massachusetts
| $1.15B | -$29M | 15 | 0.07% | Reduced |
|
| 13 |
Sands Capital Management
Arlington,
Virginia
| $1.02B | -$107M | 1 | 3.01% | Reduced |
|
| 14 |
TCMX
Technology Crossover Management X
Menlo Park,
California
| $899M | $0 | 1 | 88.68% | Maintained |
|
| 15 |
Dimensional Fund Advisors
Austin,
Texas
| $893M | +$105M | 14 | 0.23% | Increased |
|
| 16 |
Harris Associates
Chicago,
Illinois
| $819M | -$16.7M | 1 | 1.39% | Reduced |
|
| 17 |
Geode Capital Management
Boston,
Massachusetts
| $763M | +$100M | 19 | 0.07% | Increased |
|
| 18 |
Coatue Management
New York
| $762M | -$42.7M | 1 | 2.97% | Reduced |
|
| 19 |
SoftBank Group
Tokyo,
Japan
| $698M | $0 | 2 | 3.5% | Maintained |
|
| 20 |
Millennium Management
New York
| $681M | +$387M | 17 | 0.32% | Increased |
|
| 21 |
Artisan Partners
Milwaukee,
Wisconsin
| $665M | -$21M | 1 | 1% | Reduced |
|
| 22 |
Norges Bank
Oslo,
Norway
| $624M | +$125M | 4 | 0.09% | Increased |
|
| 23 |
T. Rowe Price Associates
Baltimore,
Maryland
| $605M | +$55.3M | 11 | 0.07% | Increased |
|
| 24 |
Invesco
Atlanta,
Georgia
| $560M | +$42.3M | 15 | 0.12% | Increased |
|
| 25 |
AE
American Express
New York
| $544M | $0 | 1 | 34.33% | Maintained |
|