← All themes

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
2901
PHK
Point72 Hong Kong
Hong Kong
$0 -$10.8M 0 – Closed
2902
PWM
Prentice Wealth Management
New York
$0 -$247K 0 – Closed
2903
PCMC
Private Capital Management (Colorado)
Colorado
$0 -$488K 0 – Closed
2904
PFA
Professional Financial Advisors
Nebraska
$0 -$1K 0 – Closed
2905
PWM
PRW Wealth Management
Massachusetts
$0 -$266K 0 – Closed
2906
Pure Financial Advisors
Pure Financial Advisors
California
$0 -$89K 0 – Closed
2907
PWC
PYA Waltman Capital
Tennessee
$0 -$24K 0 – Closed
2908
QIM
Quest Investment Management
Oregon
$0 -$12.3M 0 – Closed
2909
Quilter Plc
Quilter Plc
United Kingdom
$0 -$234K 0 – Closed
2910
QVR
QVR
California
$0 -$553K 0 – Closed
2911
RSVP
Ramsay Stattman Vela & Price
Colorado
$0 -$970K 0 – Closed
2912
RFN
RDA Financial Network
Iowa
$0 -$251K 0 – Closed
2913
RIM
Redwood Investment Management
Arizona
$0 -$243K 0 – Closed
2914
RPWA
Regent Peak Wealth Advisors
Georgia
$0 -$211K 0 – Closed
2915
RCAP
Resolute Capital Asset Partners
Colorado
$0 -$2.15M 0 – Closed
2916
RGF
Retirement Guys Formula
Ohio
$0 -$461K 0 – Closed
2917
R.M. Davis Inc
R.M. Davis Inc
Maine
$0 -$778K 0 – Closed
2918
Robeco Schweiz
Robeco Schweiz
Switzerland
$0 -$6.82M 0 – Closed
2919
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$0 -$207K 0 – Closed
2920
SMA
Sage Mountain Advisors
Georgia
$0 -$73K 0 – Closed
2921
SRCM
Sage Rock Capital Management
New York
$0 -$2.1M 0 – Closed
2922
SWM
Salvus Wealth Management
New Jersey
$0 -$219K 0 – Closed
2923
Samlyn Capital
Samlyn Capital
New York
$0 -$203M 0 – Closed
2924
SCM
Sandler Capital Management
New York
$0 -$4.3M 0 – Closed
2925
SCGE Management
SCGE Management
California
$0 -$108M 0 – Closed