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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
2701
NJIM
Nabity-Jensen Investment Management
Nebraska
$0 -$220K 0 – Closed
2702
NWMG
National Wealth Management Group
Ohio
$0 -$518K 0 – Closed
2703
NIMI
Natixis Investment Managers International
France
$0 -$40.9K 0 – Closed
2704
NAAA
New Age Alpha Advisors
New York
$0 -$3.68M 0 – Closed
2705
NCTC
New Covenant Trust Company
Indiana
$0 -$70.6K 0 – Closed
2706
NERM
New England Research & Management
Illinois
$0 -$586K 0 – Closed
2707
NIG
NFJ Investment Group
Texas
$0 -$304K 0 – Closed
2708
NL
NKCFO LLC
Illinois
$0 -$345K 0 – Closed
2709
NIM
Northeast Investment Management
Massachusetts
$0 -$220K 0 – Closed
2710
NIC
Northwest Investment Counselors
Oregon
$0 -$114K 0 – Closed
2711
NG
NWK Group
California
$0 -$3.29M 0 – Closed
2712
OCM
Octahedron Capital Management
California
$0 -$7.32M 0 – Closed
2713
OFS
OMC Financial Services
New York
$0 -$229K 0 – Closed
2714
OFW
Omnia Family Wealth
Florida
$0 -$277K 0 – Closed
2715
OCM
Orchard Capital Management
Illinois
$0 -$205K 0 – Closed
2716
OPCM
Osborne Partners Capital Management
California
$0 -$208K 0 – Closed
2717
PAM
Palisade Asset Management
Minnesota
$0 -$214K 0 – Closed
2718
PAIA
Park Avenue Institutional Advisers
New York
$0 -$2.79M 0 – Closed
2719
Parnassus Investments
Parnassus Investments
California
$0 -$79.6M 0 – Closed
2720
PPW
Pasadena Private Wealth
California
$0 -$517K 0 – Closed
2721
PCM
Pathway Capital Management
California
$0 -$3.96M 0 – Closed
2722
PCA
Peddock Capital Advisors
Massachusetts
$0 -$268K 0 – Closed
2723
PA
PFG Advisors
Arizona
$0 -$207K 0 – Closed
2724
PGGM Investments
PGGM Investments
Netherlands
$0 -$1.24M 0 – Closed
2725
PCM
Poehling Capital Management
Wisconsin
$0 -$1.41M 0 – Closed