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
| $10.3B | +$487M | 19 | 0.17% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $5.98B | +$99M | 17 | 0.09% | Increased |
|
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $4.34B | +$91.8M | 3 | 3.61% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $3.32B | +$26.2M | 17 | 0.11% | Increased |
|
| 5 |
JP Morgan Chase
New York
| $3.2B | +$309M | 18 | 0.2% | Increased |
|
| 6 |
Capital Research Global Investors
Los Angeles,
California
| $2.9B | -$346M | 2 | 0.54% | Reduced |
|
| 7 |
Morgan Stanley
New York
| $2.73B | +$153M | 20 | 0.16% | Increased |
|
| 8 |
Fidelity Investments
Boston,
Massachusetts
| $2.14B | +$107M | 18 | 0.11% | Increased |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $1.85B | +$112M | 20 | 0.11% | Increased |
|
| 10 |
WCM Investment Management
Laguna Beach,
California
| $1.35B | +$1.18M | 3 | 2.78% | Increased |
|
| 11 |
GP
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| $1.32B | $0 | 1 | 95.84% | Maintained |
|
| 12 |
Berkshire Hathaway
Omaha,
Nebraska
| $1.31B | $0 | 1 | 0.48% | Maintained |
|
| 13 |
Norges Bank
Oslo,
Norway
| $1.28B | +$1.26B | 6 | 0.14% | New |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $1.27B | +$67.2M | 20 | 0.09% | Increased |
|
| 15 |
Dimensional Fund Advisors
Austin,
Texas
| $1.24B | -$19.5M | 14 | 0.26% | Reduced |
|
| 16 |
Harris Associates
Chicago,
Illinois
| $1.22B | +$1.95M | 1 | 1.55% | Increased |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| $1.17B | +$120M | 14 | 0.2% | Increased |
|
| 18 |
D.E. Shaw & Co
New York
| $1.14B | +$49M | 14 | 0.63% | Increased |
|
| 19 |
Coatue Management
New York
| $1.02B | -$38.6M | 2 | 2.55% | Reduced |
|
| 20 |
Northern Trust
Chicago,
Illinois
| $953M | -$10.3M | 18 | 0.12% | Reduced |
|
| 21 |
SoftBank Group
Tokyo,
Japan
| $939M | -$35.4M | 3 | 6.07% | Reduced |
|
| 22 |
Goldman Sachs
New York
| $939M | +$71.7M | 20 | 0.12% | Increased |
|
| 23 |
American Century Companies
Kansas City,
Missouri
| $896M | -$4.06M | 16 | 0.45% | Reduced |
|
| 24 |
Marshall Wace
London,
United Kingdom
| $853M | +$203M | 13 | 0.78% | Increased |
|
| 25 |
T. Rowe Price Associates
Baltimore,
Maryland
| $843M | +$62.2M | 13 | 0.09% | Increased |
|