← All themes Digital Assets

Crypto Exchanges

Crypto exchanges match buyers and sellers and earn fees on volume, so revenue rises and falls with speculation. Custody and staking services have made the mix somewhat less cyclical.

7 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
126
RWM
Refined Wealth Management
Utah
$4.03M -$148K 1 3.62% Reduced
127
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4M -$879K 2 0.01% Reduced
128
Wellington Management Group
Wellington Management Group
Massachusetts
$3.99M +$1.09M 2 0% Increased
129
Vident Advisory
Vident Advisory
Georgia
$3.9M +$4.46M 2 0.12% New
130
GAM
Goldentree Asset Management
New York
$3.81M -$1.53M 1 0.4% Reduced
131
SDH
Sloy Dahl & Holst
Washington
$3.77M +$581K 1 0.82% Increased
132
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.58M +$1.43M 1 0% Increased
133
Stifel Financial
Stifel Financial
Missouri
$3.57M -$45.3K 1 0.01% Reduced
134
SCA
Snowden Capital Advisors
New York
$3.5M -$2.69M 1 0.15% Reduced
135
LC
Lindbrook Capital
California
$3.47M +$767K 1 0.39% Increased
136
Arizona State Retirement System
Arizona State Retirement System
Arizona
$3.45M +$66.9K 1 0.03% Increased
137
First Trust Advisors
First Trust Advisors
Illinois
$3.41M +$56.3K 1 0% Increased
138
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.25M -$37.8K 2 0% Reduced
139
GCMG
Gyroscope Capital Management Group
Florida
$3.19M $0 1 0.73% Maintained
140
Mizuho Markets Americas
Mizuho Markets Americas
New York
$3.18M +$1.26M 1 0.11% Increased
141
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$3.17M -$528K 1 0.18% Reduced
142
Nomura Asset Management
Nomura Asset Management
Japan
$3.12M $0 1 0.01% Maintained
143
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$3.11M -$97.3K 1 0.01% Reduced
144
Creative Planning
Creative Planning
Kansas
$3.1M -$291K 1 0% Reduced
145
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$3.03M +$156K 1 0.01% Increased
146
Bank of Montreal
Bank of Montreal
Ontario, Canada
$3.01M +$578K 1 0% Increased
147
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$2.98M -$535K 2 0% Reduced
148
Tiger Global Management
Tiger Global Management
New York
$2.92M $0 1 0.02% Maintained
149
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$2.88M +$171K 2 0.02% Increased
150
CG
Cutler Group
California
$2.82M +$2.18M 2 0.29% Increased