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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
526
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$9.74M -$38.7K 2 0.74% Reduced
527
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$9.67M +$113K 3 0.4% Increased
528
CL
CIM LLC
New York
$9.67M +$91.1K 1 3.67% Increased
529
Private Advisor Group
Private Advisor Group
New Jersey
$9.65M +$557K 2 0.18% Increased
530
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$9.62M -$101K 7 0.55% Reduced
531
Montag & Associates
Montag & Associates
Georgia
$9.58M +$1.18M 1 0.96% Increased
532
People's United Financial
People's United Financial
Connecticut
$9.58M -$1.41M 4 0.33% Reduced
533
Jones Financial Companies
Jones Financial Companies
Missouri
$9.41M -$35.3K 1 0.02% Reduced
534
FCM
FJ Capital Management
Virginia
$9.36M $0 1 1.65% Maintained
535
DA
Dillon & Associates
Michigan
$9.35M +$409K 1 3.15% Increased
536
KIP
Kayak Investment Partners
California
$9.35M +$4.05M 1 4.14% Increased
537
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$9.32M +$482K 7 0.34% Increased
538
BIA
Biondo Investment Advisors
Pennsylvania
$9.31M +$282K 1 3.08% Increased
539
RIG
Renaissance Investment Group
Massachusetts
$9.3M +$105K 1 4.39% Increased
540
PPCM
Pillar Pacific Capital Management
California
$9.3M -$204K 1 1.23% Reduced
541
TW
TrinityPoint Wealth
Connecticut
$9.24M +$1.72M 1 3.66% Increased
542
EAMA
EFG Asset Management (Americas)
Florida
$9.22M -$148K 2 2.96% Reduced
543
Hancock Whitney
Hancock Whitney
Mississippi
$9.11M -$3.7M 1 0.36% Reduced
544
CDH
Charles D. Hyman
$9.11M +$360K 1 1.14% Increased
545
BAS
Brown Advisory Securities
Maryland
$8.97M +$2.26M 2 2.3% Increased
546
Balyasny Asset Management
Balyasny Asset Management
Illinois
$8.97M -$62.2M 1 0.11% Reduced
547
Gofen & Glossberg
Gofen & Glossberg
Illinois
$8.95M -$76.5K 1 0.35% Reduced
548
Acadian Asset Management
Acadian Asset Management
Massachusetts
$8.91M +$1.35M 4 0.05% Increased
549
OAM
Oxford Asset Management
United Kingdom
$8.87M -$10.4M 2 0.77% Reduced
550
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$8.87M +$10.2M 1 1.04% New