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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
Pathstone Holdings
Pathstone Holdings
New Jersey
$44.4M +$5.14M 14 0.17% Increased
452
HMP
HS Management Partners
New York
$44.3M -$29.4M 1 5.76% Reduced
453
Boothbay Fund Management
Boothbay Fund Management
New York
$44.3M +$15.8M 22 0.64% Increased
454
Summit Financial
Summit Financial
New Jersey
$44.1M +$38M 10 0.67% Increased
455
Guggenheim Capital
Guggenheim Capital
Illinois
$43.9M +$2.3M 9 0.32% Increased
456
Winton Group
Winton Group
United Kingdom
$43.7M +$27M 10 1.64% Increased
457
HCM
Hodges Capital Management
Texas
$43.7M -$1.79M 2 3.73% Reduced
458
PCM
Punch Card Management
Florida
$43.6M $0 1 13.53% Maintained
459
AV
Aspiring Ventures
Ohio
$43.4M +$3.76M 2 14.8% Increased
460
STAS
Strong Tower Advisory Services
Minnesota
$43.4M -$2.31M 3 8.22% Reduced
461
PDM
Penn Davis McFarland
Texas
$43.4M +$221K 1 4.48% Increased
462
ONGA
O'Neil Global Advisors
California
$42.4M +$26.4M 1 7.81% Increased
463
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$42.4M +$1.14M 68 1.17% Increased
464
Glenmede Investment Management
Glenmede Investment Management
Pennsylvania
$42M -$2.9M 9 0.2% Reduced
465
SWCM
Sullivan Wood Capital Management
District of Columbia
$41.9M +$511K 1 61.66% Increased
466
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$41.6M -$51.7M 7 0.79% Reduced
467
OP Asset Management
OP Asset Management
$41.4M -$3.97M 5 0.55% Reduced
468
MWM
Maridea Wealth Management
New York
$41.3M -$1.36M 9 6.42% Reduced
469
ICP
Interchange Capital Partners
Pennsylvania
$41.3M -$213K 6 8.09% Reduced
470
Tredje AP-fonden
Tredje AP-fonden
Sweden
$41.1M -$90M 2 0.33% Reduced
471
DMC
DSC Meridian Capital
New York
$40.9M +$20.1M 1 8.3% Increased
472
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$40.9M +$6.23M 20 0.03% Increased
473
New York Life Investment Management
New York Life Investment Management
New York
$40.8M +$16.9M 4 0.36% Increased
474
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$40.5M +$4.08M 6 1.55% Increased
475
Shelton Capital Management
Shelton Capital Management
Colorado
$40.4M +$2.38M 8 0.87% Increased