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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

Bitcoin Miners Corporate Crypto Treasuries Crypto Exchanges Stablecoin Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
551	CCM Concourse Capital Management Atlanta, Georgia	$7.72M	-$14.9K	1	4.74%	Reduced
552	AAIM American Assets Investment Management San Diego, California	$7.72M	$0	2	1.35%	Maintained
553	Credit Agricole Montrouge Cedex, France	$7.71M	+$1.78M	1	0.54%	Increased
554	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$7.68M	+$10.8K	1	1.52%	Increased
555	NCM Novare Capital Management Charlotte, North Carolina	$7.65M	-$418K	1	1.3%	Reduced
556	HAM Harber Asset Management Asheville, North Carolina	$7.63M	-$3.19M	1	2.39%	Reduced
557	Creative Planning Overland Park, Kansas	$7.59M	-$624K	5	0.03%	Reduced
558	CWA Asset Management Group Naples, Florida	$7.58M	+$408K	2	1.77%	Increased
559	CFG Cambridge Financial Group Columbus, Ohio	$7.5M	+$323K	1	3.69%	Increased
560	Prana Capital Management Greenwich, Connecticut	$7.5M	+$2.09M	1	2%	Increased
561	Marshall Wace London, United Kingdom	$7.44M	+$4.87M	1	0.11%	Increased
562	WAM World Asset Management Detroit, Michigan	$7.44M	+$153K	3	0.36%	Increased
563	ORI Oak Ridge Investments Chicago, Illinois	$7.43M	-$198K	1	0.42%	Reduced
564	NP NS Partners London, United Kingdom	$7.42M	+$3.53M	1	0.76%	Increased
565	Chartwell Investment Partners Berywn, Pennsylvania	$7.42M	+$3.61M	1	0.22%	Increased
566	RE RBC Europe London, United Kingdom	$7.31M	-$78.8K	3	0.86%	Reduced
567	WAM Weatherly Asset Management Del Mar, California	$7.28M	+$52.3K	1	1.7%	Increased
568	Capital Advisors Inc Tulsa, Oklahoma	$7.24M	-$87.2K	1	0.44%	Reduced
569	BOK Financial Tulsa, Oklahoma	$7.21M	+$675K	3	0.19%	Increased
570	Atalanta Sosnoff Capital New York	$7.16M	+$39.9K	1	0.24%	Increased
571	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$7.11M	+$2M	4	0.07%	Increased
572	WMC Westwood Management Corporation Chicago, Illinois	$7.09M	$0	1	0.95%	Maintained
573	ET Equitable Trust Nashville, Tennessee	$7.07M	+$6.76M	1	0.9%	New
574	SLG Stanley-Laman Group Berwyn, Pennsylvania	$7.04M	-$200K	1	1.58%	Reduced
575	FTCM First Trust Capital Management Chicago, Illinois	$7.04M	-$3.63M	1	1.01%	Reduced