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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
501
BIG
Blackthorn Investment Group
Kansas
$252K +$240K 1 0.68% New
502
Creative Planning
Creative Planning
Kansas
$252K +$81.3K 4 0% Increased
503
Neuberger Berman Group
Neuberger Berman Group
New York
$248K -$1.64M 1 0% Reduced
504
LIA
LS Investment Advisors
Michigan
$247K +$15.3K 1 0.02% Increased
505
HF
Hoxton Financial
West Virginia
$244K +$233K 1 0.1% New
506
PGIM
Pacific Global Investment Management
California
$242K $0 1 0.04% Maintained
507
MC
Moors & Cabot
Massachusetts
$241K -$46.3K 1 0.04% Reduced
508
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$237K -$14K 1 0% Reduced
509
BGAM
Boussard & Gavaudan Asset Management
United Kingdom
$236K -$205K 1 0.12% Reduced
510
YMRC
Yorktown Management & Research Company
Virginia
$235K +$227K 1 0.04% New
511
PAM
Princeton Alpha Management
New Jersey
$234K -$104K 1 0.05% Reduced
512
GSC
Ground Swell Capital
South Carolina
$228K +$215K 5 0.44% New
513
UMB Bank
UMB Bank
Missouri
$224K -$162K 1 0.01% Reduced
514
Wilmington Trust National Association
Wilmington Trust National Association
Delaware
$224K +$204K 1 0.01% New
515
GOCM
Grey Owl Capital Management
Virginia
$223K +$221K 1 0.25% New
516
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$212K $0 1 0.01% Maintained
517
Raymond James Trust
Raymond James Trust
Florida
$209K -$11.9K 1 0.02% Reduced
518
SIM
SSI Investment Management
California
$209K -$2.08K 1 0.02% Reduced
519
MYAM
Meiji Yasuda Asset Management
Japan
$207K +$200K 1 0.04% New
520
FWCM
First Western Capital Management
California
$203K +$1.06K 1 0.07% Increased
521
ICOA
Investment Centers of America
North Dakota
$202K +$197K 1 0.05% New
522
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$202K $0 1 0.02% Maintained
523
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$161K -$3.96K 2 0% Reduced
524
Global X Management Company
Global X Management Company
New York
$159K +$2.41K 1 0.01% Increased
525
OMCS
Old Mutual Customised Solutions
South Africa
$158K $0 1 0.04% Maintained