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Digital Assets

Digital assets cover the companies whose earnings move with cryptocurrency prices and on-chain activity — exchanges, miners, custodians, and payment rails. Results are highly cyclical and closely tied to regulation.

160 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2501
CCFM
Clear Creek Financial Management
Washington
$0 -$476K 0 – Closed
2502
CCP
Clough Capital Partners
Massachusetts
$0 -$6.36M 0 – Closed
2503
CBA
Coastal Bridge Advisors
Connecticut
$0 -$2.08M 0 – Closed
2504
CHCM
Columbus Hill Capital Management
New Jersey
$0 -$2.27M 0 – Closed
2505
CM
Crestline Management
Texas
$0 -$871K 0 – Closed
2506
CL
CSS LLC
Illinois
$0 -$319K 0 – Closed
2507
CWS
Cypress Wealth Services
California
$0 -$1.07M 0 – Closed
2508
DTIM
Danda Trouve Investment Management
Kansas
$0 -$5K 0 – Closed
2509
DIM
DC Investments Management
Virginia
$0 -$277K 0 – Closed
2510
EGI
EAM Global Investors
California
$0 -$1.43M 0 – Closed
2511
EM
ELCO Management
New York
$0 -$16K 0 – Closed
2512
EWP
Engrave Wealth Partners
Texas
$0 -$63K 0 – Closed
2513
EFM
Ennismore Fund Management
United Kingdom
$0 -$2.74M 0 – Closed
2514
FWM
Filbrandt Wealth Management
Wisconsin
$0 -$10K 0 – Closed
2515
FPFS
First Personal Financial Services
North Carolina
$0 -$22K 0 – Closed
2516
FFS
Founders Financial Securities
Maryland
$0 -$647K 0 – Closed
2517
GIPM
G2 Investment Partners Management
New York
$0 -$906K 0 – Closed
2518
HF
Halpern Financial
Virginia
$0 -$6.45K 0 – Closed
2519
HT
HAP Trading
New York
$0 -$3.96M 0 – Closed
2520
HIS
Harvest Investment Services
Illinois
$0 -$388K 0 – Closed
2521
HLAM
Hidden Lake Asset Management
New York
$0 -$8.99M 0 – Closed
2522
HS
HighVista Strategies
Massachusetts
$0 -$190K 0 – Closed
2523
HFA
Hoover Financial Advisors
Pennsylvania
$0 -$75K 0 – Closed
2524
IWA
IBEX Wealth Advisors
New Jersey
$0 -$2.47M 0 – Closed
2525
ICM
Invenomic Capital Management
Massachusetts
$0 -$502K 0 – Closed