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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
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$23.1M +$5.81M 24 1.05% Increased
577
KCP
Kera Capital Partners
California
$23.1M +$598K 2 4.55% Increased
578
GC
Gillson Capital
Illinois
$23.1M +$18.8M 3 1.76% New
579
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$23M -$121K 5 0.47% Reduced
580
CCP
Clarity Capital Partners
California
$23M +$677K 5 8.22% Increased
581
AG
Amiral Gestion
France
$23M +$12M 1 9.92% Increased
582
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$22.8M +$1.77M 13 0.05% Increased
583
Jones Financial Companies
Jones Financial Companies
Missouri
$22.8M +$2.81M 16 0.02% Increased
584
Calamos Advisors
Calamos Advisors
Illinois
$22.7M +$8.38M 3 0.09% Increased
585
TS
Tamar Securities
California
$22.7M +$669K 2 2.76% Increased
586
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$22.7M +$1.08M 3 0.97% Increased
587
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$22.7M +$5.48M 5 0.24% Increased
588
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$22.7M +$7.92M 2 1.59% Increased
589
GIP
Greatmark Investment Partners
Georgia
$22.5M +$1.74M 1 2.83% Increased
590
CSM Advisors
CSM Advisors
Pennsylvania
$22.4M +$3.76M 2 0.65% Increased
591
Whittier Trust
Whittier Trust
California
$22.2M -$737K 7 0.27% Reduced
592
Atria Wealth Solutions
Atria Wealth Solutions
New York
$22.1M -$5.29M 11 0.5% Reduced
593
Merit Financial Group
Merit Financial Group
Georgia
$22.1M +$1.81M 8 0.25% Increased
594
New York Life Investment Management
New York Life Investment Management
New York
$21.9M +$6.58M 2 0.21% Increased
595
TAM
Titleist Asset Management
Texas
$21.7M -$843K 9 2.15% Reduced
596
Lido Advisors
Lido Advisors
California
$21.7M +$5.75M 7 0.08% Increased
597
XSC
X-Square Capital
Puerto Rico
$21.7M +$5.01M 5 7.79% Increased
598
Zacks Investment Management
Zacks Investment Management
Illinois
$21.6M -$2.91M 2 0.18% Reduced
599
Prospera Financial Services
Prospera Financial Services
Texas
$21.5M +$12M 9 0.4% Increased
600
KeyBank National Association
KeyBank National Association
Ohio
$21.5M +$684K 4 0.08% Increased