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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
3326
DAM
DLD Asset Management
New York
$0 -$102K 0 – Closed
3327
DF
Donoghue Forlines
Massachusetts
$0 -$3.38M 0 – Closed
3328
ECP
Electron Capital Partners
New York
$0 -$6.53M 0 – Closed
3329
EW
Element Wealth
Mississippi
$0 -$215K 0 – Closed
3330
EAM
Empirical Asset Management
Massachusetts
$0 -$262K 0 – Closed
3331
EWA
EQ Wealth Advisors
Texas
$0 -$125K 0 – Closed
3332
EWM
Evergreen Wealth Management
Michigan
$0 -$2.61M 0 – Closed
3333
FIC
FCG Investment Company
Tennessee
$0 -$922K 0 – Closed
3334
FCM
Fernbridge Capital Management
California
$0 -$37.2M 0 – Closed
3335
FAIM
Financial Advocates Investment Management
Washington
$0 -$9.34M 0 – Closed
3336
FDP
Financiere des Professionnels
Quebec, Canada
$0 -$252K 0 – Closed
3337
First National Trust
First National Trust
Pennsylvania
$0 -$202K 0 – Closed
3338
FFS
Fortress Financial Solutions
Arizona
$0 -$263K 0 – Closed
3339
FSA
Franklin Street Advisors
North Carolina
$0 -$513K 0 – Closed
3340
FIM
Freedom Investment Management
Connecticut
$0 -$2.85M 0 – Closed
3341
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$0 -$14.2K 0 – Closed
3342
FH
FWG Holdings
Florida
$0 -$337K 0 – Closed
3343
GCP
Garda Capital Partners
Minnesota
$0 -$1.11M 0 – Closed
3344
GC
Garde Capital
Washington
$0 -$285K 0 – Closed
3345
GAM
Gemmer Asset Management
California
$0 -$223K 0 – Closed
3346
GPSPJS
General Pension Society PZU Joint Stock
Poland
$0 -$3.89M 0 – Closed
3347
GIM
Generate Investment Management
New Zealand
$0 -$18.2M 0 – Closed
3348
GWM
Gibbs Wealth Management
Georgia
$0 -$412K 0 – Closed
3349
GC
Gilbert & Cook
Iowa
$0 -$443K 0 – Closed
3350
GCM
Glaxis Capital Management
Florida
$0 -$3.07M 0 – Closed