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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	SBWIC Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$10.5M	+$1.56M	1	0.87%	Increased
552	PP Patten & Patten Chattanooga, Tennessee	$10.4M	+$1.65M	2	0.74%	Increased
553	Merit Financial Group Alpharetta, Georgia	$10.3M	+$814K	9	0.25%	Increased
554	DA Duality Advisers Miami, Florida	$10.3M	-$1.32M	4	1.02%	Reduced
555	CI Carroll Investors Mt Pleasant, South Carolina	$10.3M	-$74.9K	1	7.75%	Reduced
556	MCM Maytus Capital Management New York	$10.3M	+$2.55M	2	4.35%	Increased
557	Avantax Advisory Services Dallas, Texas	$10.2M	-$583K	6	0.09%	Reduced
558	Calamos Advisors Naperville, Illinois	$10.2M	-$6M	3	0.05%	Reduced
559	Kingswood Wealth Advisors San Diego, California	$10.2M	+$1.52M	6	1.17%	Increased
560	Kovitz Investment Group Partners Chicago, Illinois	$10.2M	+$546K	2	0.13%	Increased
561	Ameritas Investment Partners Lincoln, Nebraska	$10.1M	+$252K	13	0.35%	Increased
562	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$10.1M	$0	1	0.89%	Maintained
563	TAM Thematics Asset Management Paris, France	$10M	-$123K	1	0.42%	Reduced
564	Prudential plc London, England, United Kingdom	$10M	-$1.77M	5	0.08%	Reduced
565	Independent Financial Group San Diego, California	$10M	-$11M	10	0.46%	Reduced
566	BWP Barlow Wealth Partners Louisville, Kentucky	$9.98M	+$258K	1	1.36%	Increased
567	YU Yale University New Haven, Connecticut	$9.97M	+$6.77M	1	24.96%	New
568	Huntington National Bank Columbus, Ohio	$9.96M	-$106K	11	0.08%	Reduced
569	Quantinno Capital Management New York	$9.92M	+$3.84M	3	0.22%	Increased
570	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$9.9M	+$303K	1	0.79%	Increased
571	Sapient Capital Indianapolis, Indiana	$9.89M	-$3.81K	2	0.22%	Reduced
572	CP CenterBook Partners Greenwich, Connecticut	$9.84M	+$7.75M	1	0.68%	Increased
573	RIA RPG Investment Advisory Pleasanton, California	$9.76M	+$621K	2	1.46%	Increased
574	AL Arnhold LLC New York	$9.74M	+$63.1K	2	1.03%	Increased
575	Driehaus Capital Management Chicago, Illinois	$9.67M	-$30.2M	1	0.1%	Reduced