← All themes Digital Assets

Corporate Crypto Treasuries

Some listed companies hold cryptocurrency as a primary treasury asset, so their shares trade largely on the coin price rather than on the operating business. The structure adds leverage in both directions.

63 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
401
KCM
Kultura Capital Management
Utah
$2.85M +$416K 1 0.51% Increased
402
CI
Cavalier Investments
Georgia
$2.84M +$948K 1 0.12% Increased
403
MA
MSA Advisors
California
$2.81M $0 1 0.72% Maintained
404
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$2.81M +$2.19M 3 0.06% Increased
405
CQWA
Chokshi & Queen Wealth Advisors
California
$2.8M +$468K 3 1.3% Increased
406
Old Mission Capital
Old Mission Capital
Illinois
$2.79M -$39.1M 2 0.04% Reduced
407
Savant Capital
Savant Capital
Illinois
$2.77M +$1.34M 2 0.01% Increased
408
LSIA
LaSalle St. Investment Advisors
Illinois
$2.76M +$2.14M 2 0.34% Increased
409
KPF
K2 Principal Fund
Ontario, Canada
$2.76M +$450K 2 0.2% Increased
410
NRCM
Northern Right Capital Management
Connecticut
$2.75M +$2.59M 1 0.82% New
411
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$2.75M -$2.72M 10 0.01% Reduced
412
TAM
Titleist Asset Management
Texas
$2.73M +$617K 1 0.18% Increased
413
Caprock Group
Caprock Group
Idaho
$2.7M +$1.31M 2 0.05% Increased
414
SA
Sovran Advisors
California
$2.7M -$3.38M 2 0.2% Reduced
415
LCM
Lakewood Capital Management
New York
$2.68M -$3.29M 1 0.14% Reduced
416
Polen Capital Management
Polen Capital Management
Florida
$2.68M +$2.06M 1 0.02% Increased
417
Truist Financial
Truist Financial
North Carolina
$2.65M +$542K 3 0% Increased
418
Summit Trail Advisors
Summit Trail Advisors
New York
$2.63M +$972K 6 0.03% Increased
419
CCM
Collar Capital Management
Wisconsin
$2.63M -$5.92K 2 1.55% Reduced
420
Diversify Advisory Services
Diversify Advisory Services
Utah
$2.62M +$2.9M 5 0.04% New
421
Diversify Wealth Management
Diversify Wealth Management
Utah
$2.62M +$548K 5 0.04% Increased
422
HWAM
Hennion & Walsh Asset Management
New Jersey
$2.61M +$679K 3 0.07% Increased
423
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$2.56M -$1.63M 39 0.06% Reduced
424
VA
VestGen Advisors
Illinois
$2.55M -$942K 2 0.07% Reduced
425
Needham Investment Management
Needham Investment Management
New York
$2.55M +$1.34M 1 0.08% Increased