← 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
201
CG
Cutler Group
California
$4.23M -$13.3M 2 0.18% Reduced
202
ARIS
Advanced Research Investment Solutions
California
$4.16M $0 1 1.51% Maintained
203
AI
AXS Investments
New York
$4.16M +$4.79M 1 0.98% New
204
HCA
Harbor Capital Advisors
Illinois
$4.13M +$4.75M 1 1.5% New
205
Asset Management One
Asset Management One
Japan
$4.11M +$4.62M 1 0.01% Increased
206
Advisory Services Network
Advisory Services Network
Georgia
$3.97M +$4.57M 1 0.11% New
207
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$3.95M +$1.13M 1 0.09% Increased
208
CCP
Corbin Capital Partners
New York
$3.93M -$629K 1 0.68% Reduced
209
Creative Planning
Creative Planning
Kansas
$3.85M -$727K 1 0.01% Reduced
210
PSCM
Prince Street Capital Management
New York
$3.84M -$1.92M 1 3.4% Reduced
211
SHGA
Sand Hill Global Advisors
California
$3.83M +$33.4K 1 0.22% Increased
212
WKWM
Walter & Keenan Wealth Management
Indiana
$3.81M +$4.39M 1 1.24% New
213
ACP
Aviance Capital Partners
Florida
$3.79M +$4.36M 1 0.63% New
214
Truist Financial
Truist Financial
North Carolina
$3.74M +$1.8M 1 0.01% Increased
215
Kestra Advisory Services
Kestra Advisory Services
Texas
$3.67M -$551K 1 0.04% Reduced
216
AIM
Aigen Investment Management
New York
$3.64M +$4.04M 1 0.22% New
217
HCS
Himension Capital (Singapore)
Singapore
$3.63M -$34.2M 1 0.28% Reduced
218
MW
Milestone Wealth
New York
$3.52M +$4.05M 1 2.82% New
219
MS
Madden Securities
Texas
$3.51M +$399K 1 1.65% Increased
220
RWM
Refined Wealth Management
Utah
$3.49M +$195K 1 2.71% Increased
221
Brown Advisory
Brown Advisory
Maryland
$3.48M +$414K 1 0% Increased
222
MCP
Maso Capital Partners
Hong Kong
$3.4M +$6.61M 1 1.56% New
223
BCM
BlueMar Capital Management
Florida
$3.37M +$3M 1 0.94% Increased
224
Amundi
Amundi
France
$3.36M +$4.29M 1 0% New
225
CIBC World Market
CIBC World Market
Ontario, Canada
$3.34M +$1.86M 1 0.01% Increased