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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
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$9.49M -$10.9K 2 0.29% Reduced
552
Martingale Asset Management
Martingale Asset Management
Massachusetts
$9.46M +$336K 3 0.1% Increased
553
AAIM
American Assets Investment Management
California
$9.42M -$726K 2 1.51% Reduced
554
BL
BFSG LLC
California
$9.4M +$9.88M 1 2.08% Increased
555
Jasper Ridge Partners
Jasper Ridge Partners
California
$9.4M $0 2 0.49% Maintained
556
Jones Financial Companies
Jones Financial Companies
Missouri
$9.39M +$205K 1 0.02% Increased
557
Sarasin & Partners
Sarasin & Partners
United Kingdom
$9.32M +$1.97M 2 0.15% Increased
558
IP
Interval Partners
New York
$9.3M +$6.08M 1 0.36% Increased
559
BCM
Basso Capital Management
Connecticut
$9.27M +$3.19M 3 1.36% Increased
560
Achmea Investment Management
Achmea Investment Management
Netherlands
$9.27M +$342K 2 0.37% Increased
561
BWFA
Baltimore-Washington Financial Advisors
Maryland
$9.24M -$226K 1 1.52% Reduced
562
EAMA
EFG Asset Management (Americas)
Florida
$9.18M +$3.27M 2 2.77% Increased
563
NPF
Norris Perne & French
Michigan
$9.16M -$616K 1 1.14% Reduced
564
Commerce Bank
Commerce Bank
Missouri
$9.12M +$4.2M 3 0.09% Increased
565
Everett Harris & Co
Everett Harris & Co
California
$9.07M -$3.75K 1 0.22% Reduced
566
LWM
Lyell Wealth Management
California
$9.06M -$1.78M 2 2.72% Reduced
567
UMB Bank
UMB Bank
Missouri
$9.04M +$2.37M 2 0.22% Increased
568
RIM
Redpoint Investment Management
Australia
$9.03M +$98.7K 2 0.48% Increased
569
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$9.03M +$2.92M 5 0.05% Increased
570
Eagle Global Advisors
Eagle Global Advisors
Texas
$9.01M -$4.96M 1 0.39% Reduced
571
DA
Dillon & Associates
Michigan
$8.98M +$167K 1 2.73% Increased
572
BOK Financial
BOK Financial
Oklahoma
$8.97M +$388K 1 0.22% Increased
573
CEP
Chicago Equity Partners
Illinois
$8.95M -$867K 1 0.43% Reduced
574
CDH
Charles D. Hyman
$8.8M +$11K 1 0.92% Increased
575
WAM
Weatherly Asset Management
California
$8.68M -$389K 1 1.85% Reduced