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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
BT
Beacon Trust
New Jersey
$5.78M +$168K 1 0.91% Increased
502
FMT
First Mercantile Trust
Tennessee
$5.77M -$427K 3 0.88% Reduced
503
B
BP
United Kingdom
$5.76M $0 1 0.22% Maintained
504
Perpetual Ltd
Perpetual Ltd
Australia
$5.73M -$494K 1 0.57% Reduced
505
CCA
Cobblestone Capital Advisors
New York
$5.7M -$2.93K 1 0.76% Reduced
506
LPL Financial
LPL Financial
California
$5.67M +$1.31M 4 0.04% Increased
507
Achmea Investment Management
Achmea Investment Management
Netherlands
$5.63M +$5.73M 2 0.26% New
508
Norinchukin Bank
Norinchukin Bank
Japan
$5.61M +$229K 1 0.12% Increased
509
PFU
Parus Finance (UK)
United Kingdom
$5.61M $0 1 0.98% Maintained
510
CRB
Chad R. Baker
$5.6M +$1.83M 1 2.28% Increased
511
RAM
RWC Asset Management
United Kingdom
$5.6M +$2.2M 1 0.33% Increased
512
Twin Tree Management
Twin Tree Management
Texas
$5.59M +$2.36M 1 0.05% Increased
513
SH
SeaTown Holdings
Singapore
$5.59M +$5.44M 1 0.75% New
514
Eagle Global Advisors
Eagle Global Advisors
Texas
$5.57M +$5.35M 1 0.15% Increased
515
JC
Jacobs & Co
California
$5.56M +$87.9K 1 1.14% Increased
516
Amalgamated Bank
Amalgamated Bank
New York
$5.54M -$1.67M 4 0.28% Reduced
517
MHIC
Marble Harbor Investment Counsel
Massachusetts
$5.5M +$396K 1 1.2% Increased
518
NCM
Novare Capital Management
North Carolina
$5.5M -$12.5K 1 1.27% Reduced
519
MAM
Morse Asset Management
Connecticut
$5.5M +$5.35M 1 1.88% New
520
NTC
NF Trinity Capital
Hong Kong
$5.42M +$1.98M 1 0.73% Increased
521
WCM
Windward Capital Management
California
$5.33M +$24.1K 1 0.95% Increased
522
Advisor Group
Advisor Group
Arizona
$5.33M +$159K 6 0.11% Increased
523
Truist Financial
Truist Financial
North Carolina
$5.33M +$1M 2 0.11% Increased
524
CIBC World Markets
CIBC World Markets
New York
$5.29M -$27.6M 1 0.04% Reduced
525
Regions Financial Corp
Regions Financial Corp
Alabama
$5.24M +$232K 2 0.06% Increased