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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
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$427K -$169K 15 0.04% Reduced
502
RBF Capital
RBF Capital
California
$425K $0 1 0.08% Maintained
503
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$424K +$384K 2 0.01% Increased
504
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$415K -$37.7K 1 0% Reduced
505
PVWM
Point View Wealth Management
New Jersey
$414K +$25K 1 0.32% Increased
506
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$406K -$20.8K 1 0.02% Reduced
507
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
$404K +$340K 1 0.4% New
508
HF
Hoxton Financial
West Virginia
$403K +$76.5K 1 0.17% Increased
509
QSS
Quantitative Systematic Strategies
Florida
$400K -$84.9K 1 0.09% Reduced
510
AIM
Advantage Investment Management
Iowa
$396K +$379K 1 0.19% New
511
FIG
Fortress Investment Group
New York
$390K $0 1 0.01% Maintained
512
Calamos Advisors
Calamos Advisors
Illinois
$388K -$340K 1 0% Reduced
513
BSB
Bangor Savings Bank
Maine
$385K -$8.33K 1 0.09% Reduced
514
Wedbush Securities
Wedbush Securities
California
$382K +$198K 2 0.07% Increased
515
CC
ClearArc Capital
Ohio
$381K +$10.9K 1 0.07% Increased
516
GBA
Garrison Bradford & Associates
New York
$381K $0 2 0.37% Maintained
517
VAM
Verity Asset Management
North Carolina
$380K +$360K 1 0.34% New
518
PHAM
Palisades Hudson Asset Management
Florida
$367K -$8.45K 1 0.32% Reduced
519
DL
Delta Lloyd
Netherlands
$362K +$347K 1 0.01% New
520
AT
Arden Trust
Delaware
$358K +$123K 1 0.05% Increased
521
JFA
JNBA Financial Advisors
Minnesota
$350K $0 1 0.13% Maintained
522
BIM
Bogle Investment Management
Massachusetts
$347K +$360K 1 0.03% New
523
CPIM
Columbia Partners Investment Management
Virginia
$346K -$364K 1 0.02% Reduced
524
SEC
Seven Eight Capital
New York
$335K +$28.4K 2 0.4% Increased
525
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$334K +$320K 1 0.03% New