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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
451
SM
Sabby Management
Florida
$531K -$1.58M 1 0.02% Reduced
452
Macquarie Group
Macquarie Group
Australia
$529K $0 2 0% Maintained
453
Oppenheimer & Co
Oppenheimer & Co
New York
$521K +$152K 2 0.01% Increased
454
FMBTD
First Midwest Bank Trust Division
Illinois
$513K +$4.97K 1 0.08% Increased
455
ACM
Americafirst Capital Management
California
$511K +$507K 1 0.25% New
456
BOK Financial
BOK Financial
Oklahoma
$511K +$277K 1 0.02% Increased
457
Intact Investment Management
Intact Investment Management
Quebec, Canada
$492K $0 1 0.02% Maintained
458
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$491K -$26.3K 1 0.02% Reduced
459
Spot Trading
Spot Trading
Illinois
$487K -$1.87M 2 0% Reduced
460
AW
Alpha Windward
Massachusetts
$483K +$478K 1 0.31% New
461
Creative Planning
Creative Planning
Kansas
$476K -$96.3K 7 0% Reduced
462
Bahl & Gaynor
Bahl & Gaynor
Ohio
$468K +$181K 1 0.01% Increased
463
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$466K -$29.6K 1 0% Reduced
464
Old National Bancorp
Old National Bancorp
Indiana
$465K -$3.38K 1 0.03% Reduced
465
HEIP
Hudson Edge Investment Partners
New Jersey
$462K +$458K 1 0.02% New
466
FMA
Fiduciary Management Associates
Illinois
$451K -$238K 1 0.03% Reduced
467
LPL Financial
LPL Financial
California
$442K -$285K 1 0% Reduced
468
SCM
Snow Capital Management
Pennsylvania
$437K -$338K 1 0.01% Reduced
469
SAM
Shell Asset Management
Netherlands
$427K -$107K 1 0.01% Reduced
470
RBF Capital
RBF Capital
California
$423K $0 1 0.09% Maintained
471
Group One Trading
Group One Trading
Illinois
$415K +$932K 1 0.01% Increased
472
QSS
Quantitative Systematic Strategies
Florida
$413K +$397K 1 0.11% New
473
GIA
GHP Investment Advisors
Colorado
$410K $0 1 0.11% Maintained
474
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$407K +$398K 1 0.01% New
475
ACP
Acuta Capital Partners
California
$403K +$458K 1 0.34% New