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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
Coldstream Capital Management
Coldstream Capital Management
Washington
$283K -$27.1K 1 0.08% Reduced
502
PAAMCP
Pacific Alternative Asset Management Company (PAAMCO)
California
$283K +$278K 1 0.03% New
503
FFS
Founders Financial Securities
Maryland
$279K +$14.9K 1 0.18% Increased
504
Horizon Investments
Horizon Investments
North Carolina
$279K +$14.2K 1 0.03% Increased
505
CCP
Clough Capital Partners
Massachusetts
$275K -$1.71M 1 0.01% Reduced
506
CCG
Cypress Capital Group
Florida
$274K $0 1 0.07% Maintained
507
IFS
Ifrah Financial Services
Arkansas
$268K +$276K 1 0.1% New
508
Hillhouse Investment Management
Hillhouse Investment Management
Cayman Islands
$262K $0 1 0.03% Maintained
509
WesBanco Bank
WesBanco Bank
West Virginia
$262K $0 1 0.01% Maintained
510
VP
Value Partners
Hong Kong
$260K +$273K 1 0.46% New
511
Tiedemann Advisors
Tiedemann Advisors
New York
$257K +$265K 1 0.53% New
512
Wedbush Securities
Wedbush Securities
California
$255K +$272K 1 0.04% New
513
TSWM
Triangle Securities Wealth Management
North Carolina
$253K $0 1 0.19% Maintained
514
BGIM
Boussard & Gavaudan Investment Management
United Kingdom
$252K +$257K 1 0.15% New
515
PGIM
Pacific Global Investment Management
California
$247K $0 1 0.04% Maintained
516
MC
Moors & Cabot
Massachusetts
$246K $0 1 0.04% Maintained
517
LIA
LS Investment Advisors
Michigan
$242K -$9.95K 1 0.02% Reduced
518
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$240K -$1.28K 1 0% Reduced
519
YMRC
Yorktown Management & Research Company
Virginia
$239K $0 1 0.05% Maintained
520
IMAS
ID Management A/S
Denmark
$235K +$247K 2 0.11% New
521
ICOA
Investment Centers of America
North Dakota
$229K +$21.8K 1 0.04% Increased
522
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$228K +$87.3K 4 0.01% Increased
523
SIM
SSI Investment Management
California
$227K +$15.3K 1 0.02% Increased
524
Neuberger Berman Group
Neuberger Berman Group
New York
$220K $0 1 0% Maintained
525
MYAM
Meiji Yasuda Asset Management
Japan
$219K +$8.51K 1 0.05% Increased