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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
401
Covington Capital Management
Covington Capital Management
California
$12.8M -$17.3K 1 0.85% Reduced
402
PineBridge Investments
PineBridge Investments
New York
$12.8M -$208K 3 0.31% Reduced
403
B
BP
United Kingdom
$12.5M +$958K 1 0.44% Increased
404
HighTower Advisors
HighTower Advisors
Illinois
$12.5M +$989K 4 0.11% Increased
405
CT
Cambridge Trust
Massachusetts
$12.4M +$121K 1 0.83% Increased
406
Advisors Capital Management
Advisors Capital Management
New Jersey
$12.4M -$184K 1 1% Reduced
407
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$12.3M +$202K 2 0.35% Increased
408
STB
S&T Bank
Pennsylvania
$12.3M +$234K 2 2.19% Increased
409
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$12.2M +$1.68M 3 0.08% Increased
410
Boston Trust Walden
Boston Trust Walden
Massachusetts
$12.2M +$2.59M 1 0.19% Increased
411
ROC
Robertson Opportunity Capital
Texas
$12.2M +$1.5M 1 7% Increased
412
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$12M +$631K 2 0.09% Increased
413
PC
Permit Capital
Pennsylvania
$11.9M +$2.03M 1 7.06% Increased
414
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$11.9M -$183K 2 0.31% Reduced
415
Nomura Holdings
Nomura Holdings
Japan
$11.9M +$6.02M 3 0.03% Increased
416
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$11.9M +$12.2M 1 0.65% New
417
HI
Handelsinvest Investeringsforvaltning
Denmark
$11.9M +$184K 2 2.79% Increased
418
Great Lakes Advisors
Great Lakes Advisors
Illinois
$11.9M +$4.81M 2 0.28% Increased
419
Amalgamated Bank
Amalgamated Bank
New York
$11.8M +$33.1K 4 0.37% Increased
420
OCA
Otter Creek Advisors
Florida
$11.8M -$5.98M 1 1.52% Reduced
421
Cohen & Steers
Cohen & Steers
New York
$11.7M -$3.7M 1 0.03% Reduced
422
KPCM
Kings Point Capital Management
New York
$11.7M -$35.3K 2 2.61% Reduced
423
MCIM
Meadow Creek Investment Management
Georgia
$11.7M +$6.16M 4 0.27% Increased
424
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$11.3M -$21K 4 0.54% Reduced
425
SAM
Shell Asset Management
Netherlands
$11.3M +$2.18M 3 0.25% Increased