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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
476
MCM
Maryland Capital Management
Maryland
$18.2M -$595K 1 1.52% Reduced
477
Cetera Advisors
Cetera Advisors
Colorado
$18.1M +$415K 7 0.48% Increased
478
Kestra Advisory Services
Kestra Advisory Services
Texas
$18.1M -$779K 15 0.19% Reduced
479
Gotham Asset Management
Gotham Asset Management
New York
$18M -$11.7M 3 0.54% Reduced
480
CG
Cutler Group
California
$17.9M +$5.85M 34 1.22% Increased
481
CA
Cortland Associates
Missouri
$17.8M -$56.1K 1 3.17% Reduced
482
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$17.8M -$863K 3 0.41% Reduced
483
FSA
Franklin Street Advisors
North Carolina
$17.8M +$4.01M 1 1.8% Increased
484
IHL
Investment House LLC
California
$17.7M -$510K 2 1.66% Reduced
485
PPW
Parcion Private Wealth
Washington
$17.7M -$24.3K 2 1.97% Reduced
486
KAS
Kemnay Advisory Services
New York
$17.6M $0 1 5.66% Maintained
487
Swiss Life Asset Management
Swiss Life Asset Management
$17.6M +$1.33M 2 0.3% Increased
488
New York Life Investment Management
New York Life Investment Management
New York
$17.6M -$148K 3 0.21% Reduced
489
MFAM
Motley Fool Asset Management
Virginia
$17.5M -$438K 3 1.72% Reduced
490
LIC
Laurus Investment Counsel
Canada
$17.4M +$843K 2 6.36% Increased
491
Simplex Trading
Simplex Trading
Illinois
$17.4M -$48.7M 34 0.02% Reduced
492
PDM
Penn Davis McFarland
Texas
$17.4M +$141K 1 3.49% Increased
493
CIBC World Markets
CIBC World Markets
New York
$17.4M -$1.82M 3 0.24% Reduced
494
Whittier Trust
Whittier Trust
California
$17.4M +$324K 7 0.36% Increased
495
Artemis Investment Management
Artemis Investment Management
United Kingdom
$17.3M -$18.5M 2 0.2% Reduced
496
HAM
Honeycomb Asset Management
New York
$17.2M +$6.65M 1 2.29% Increased
497
CISOA
Capital Investment Services of America
Wisconsin
$17.1M +$1.27M 1 2.32% Increased
498
Greenleaf Trust
Greenleaf Trust
Michigan
$17.1M +$761K 1 0.25% Increased
499
SI
Sora Investors
Pennsylvania
$17M +$17.6M 1 6.53% New
500
GCM
Glynn Capital Management
California
$17M $0 1 3.63% Maintained