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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
551
Cerity Partners
Cerity Partners
New York
$4.56M +$4.47M 2 0.38% New
552
OPCM
Osborne Partners Capital Management
California
$4.56M +$161K 1 0.65% Increased
553
Gofen & Glossberg
Gofen & Glossberg
Illinois
$4.54M -$243K 1 0.18% Reduced
554
WF
WealthTrust Fairport
Ohio
$4.5M -$42.7K 1 0.51% Reduced
555
TBC
Three Bays Capital
Massachusetts
$4.5M +$4.88M 1 0.37% New
556
CCM
Cadence Capital Management
Massachusetts
$4.49M +$1.03M 4 0.31% Increased
557
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$4.46M +$42.4K 1 0.39% Increased
558
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$4.44M -$1.88M 1 0.12% Reduced
559
SC
Saybrook Capital
North Carolina
$4.41M +$289K 1 2.38% Increased
560
HRC
Hoertkorn Richard Charles
$4.41M -$18K 1 2.94% Reduced
561
RGI
River Global Investors
United Kingdom
$4.4M -$96.2K 1 0.98% Reduced
562
RCIM
Russell Clark Investment Management
United Kingdom
$4.37M -$3.08M 1 0.73% Reduced
563
MIM
Marco Investment Management
Georgia
$4.37M -$20.9K 1 0.74% Reduced
564
Horizon Kinetics
Horizon Kinetics
New York
$4.37M -$73.5K 1 0.14% Reduced
565
RAM
Roanoke Asset Management
New Jersey
$4.36M -$811K 1 2.07% Reduced
566
Castleark Management
Castleark Management
Illinois
$4.35M +$857K 1 0.14% Increased
567
Suntrust Banks
Suntrust Banks
Georgia
$4.31M -$605K 3 0.03% Reduced
568
SCM
Sitrin Capital Management
California
$4.31M -$17.2K 1 3.1% Reduced
569
TWMP
Taylor Wealth Management Partners
Massachusetts
$4.28M -$270K 1 1.94% Reduced
570
WC
Whitney & Co
New York
$4.28M +$59.2K 1 1.56% Increased
571
BWFA
Baltimore-Washington Financial Advisors
Maryland
$4.23M +$50.4K 1 1.08% Increased
572
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$4.22M +$65.8K 3 0.04% Increased
573
PFM
Parsec Financial Management
North Carolina
$4.2M +$145K 1 0.35% Increased
574
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$4.19M +$139K 5 0.07% Increased
575
PCM
Piermont Capital Management
Missouri
$4.16M -$293K 1 0.99% Reduced