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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
Atwood & Palmer
Atwood & Palmer
Missouri
$21.5M -$8.38M 1 1.47% Reduced
502
Fiduciary Alliance
Fiduciary Alliance
South Carolina
$21.3M +$6.15M 7 2.15% Increased
503
Valley Wealth Managers
Valley Wealth Managers
New Jersey
$21.3M -$786K 3 1.59% Reduced
504
Sloy Dahl & Holst
Sloy Dahl & Holst
Washington
$21.1M +$5.5M 6 2.67% Increased
505
IHL
Investment House LLC
California
$21M -$33.9K 2 1.14% Reduced
506
Cortland Associates
Cortland Associates
Missouri
$20.9M -$806K 1 2.38% Reduced
507
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$20.9M +$3.72M 4 0.39% Increased
508
Sterling Capital Management
Sterling Capital Management
North Carolina
$20.7M +$6.69M 16 0.28% Increased
509
Caprock Group
Caprock Group
Idaho
$20.7M +$5.73M 6 0.68% Increased
510
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$20.7M +$545K 4 0.3% Increased
511
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$20.6M +$2.25M 10 0.31% Increased
512
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$20.6M +$3.09M 1 0.78% Increased
513
Mutual of America Capital Management
Mutual of America Capital Management
New York
$20.5M -$271K 3 0.22% Reduced
514
Clearstead Advisors
Clearstead Advisors
Ohio
$20.4M -$401K 14 0.31% Reduced
515
Yousif Capital Management
Yousif Capital Management
Michigan
$20.4M +$46.9K 7 0.23% Increased
516
Whittier Trust
Whittier Trust
California
$20.2M -$1.3M 8 0.27% Reduced
517
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$19.9M +$746K 5 0.18% Increased
518
Achmea Investment Management
Achmea Investment Management
Netherlands
$19.9M +$5.96M 4 0.33% Increased
519
Ardmore Road Asset Management
Ardmore Road Asset Management
New York
$19.6M -$36.2M 1 2.86% Reduced
520
Generate Investment Management
Generate Investment Management
New Zealand
$19.5M +$17.6M 2 1.36% New
521
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19.5M -$1.23M 3 0.17% Reduced
522
FVCM
F&V Capital Management
Florida
$19.4M +$314K 1 5.1% Increased
523
LA
LM Advisors
California
$19.3M +$15.5M 2 3.45% Increased
524
LMR Partners
LMR Partners
United Kingdom
$19.2M -$5M 7 0.16% Reduced
525
Moors & Cabot
Moors & Cabot
Massachusetts
$19.1M +$1.04M 4 0.91% Increased