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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
576
DOA
D'Orazio & Associates
Virginia
$1K $0 1 0% Maintained
577
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$1K +$730 1 0% Increased
578
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$1K +$769 1 0% New
579
TF
Tompkins Financial
New York
$1K +$961 1 0% New
580
Advisory Services Network
Advisory Services Network
Georgia
$0 -$1K 0 – Closed
581
AL
AJO LP
Pennsylvania
$0 -$219M 0 – Closed
582
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0 -$2.3M 0 – Closed
583
Algert Global
Algert Global
California
$0 -$1.23M 0 – Closed
584
ARMC
American Research & Management Company
Massachusetts
$0 $0 1 0% Maintained
585
ACM
Antonetti Capital Management
Florida
$0 $0 1 0% Maintained
586
AC
Ascend Capital
California
$0 -$20M 0 – Closed
587
Bailard
Bailard
California
$0 -$1.57M 0 – Closed
588
BWFA
Baltimore-Washington Financial Advisors
Maryland
$0 -$5K 0 – Closed
589
BACM
Blue Arrow Capital Management
New York
$0 -$6.42M 0 – Closed
590
BCM
Bluefin Capital Management
New York
$0 -$3.88M 0 – Closed
591
BIM
Bogle Investment Management
Massachusetts
$0 -$854K 0 – Closed
592
BPM
Bronson Point Management
Connecticut
$0 -$4.93M 0 – Closed
593
CGI
Caerus Global Investors
New York
$0 -$2.99M 0 – Closed
594
CONA
Capital One National Association
New York
$0 -$1.38M 0 – Closed
595
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$0 -$5K 0 – Closed
596
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$0 -$42.6M 0 – Closed
597
Commerce Bank
Commerce Bank
Missouri
$0 -$451K 0 – Closed
598
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$0 -$333K 0 – Closed
599
CII
CR Intrinsic Investors
Connecticut
$0 -$2.39M 0 – Closed
600
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$0 -$354K 0 – Closed