← All themes

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
601
JT
Jump Trading
Illinois
$18K +$2.47K 1 0% Increased
602
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$18K +$18.7K 1 0.05% New
603
OC
Oakworth Capital
Alabama
$18K $0 1 0.01% Maintained
604
MAM
Mizuho Asset Management
Japan
$17K +$17.6K 1 0% New
605
1919 Investment Counsel
1919 Investment Counsel
Maryland
$16K -$2.34K 1 0% Reduced
606
AA
Apriem Advisors
California
$16K $0 1 0.01% Maintained
607
NES
New England Securities
New York
$15K $0 1 0% Maintained
608
MCM
Manchester Capital Management
Vermont
$12K $0 1 0% Maintained
609
SEC
Seven Eight Capital
New York
$11.2K -$249K 1 0.01% Reduced
610
Colony Group
Colony Group
Massachusetts
$11K +$2.35K 2 0% Increased
611
Smithfield Trust
Smithfield Trust
Pennsylvania
$11K $0 1 0% Maintained
612
SFPIA
Stevens First Principles Investment Advisors
California
$10K $0 1 0.01% Maintained
613
Central Trust Company
Central Trust Company
Missouri
$9K $0 1 0% Maintained
614
LFR
Lehman Financial Resources
Pennsylvania
$8K $0 1 0% Maintained
615
HR
Howe & Rusling
New York
$7K $0 1 0% Maintained
616
TCOV
Trust Company of Vermont
Vermont
$7K +$7.65K 1 0% New
617
MTIP
Magee Thomson Investment Partners
California
$5K -$2.04K 1 0% Reduced
618
ACS
Archford Capital Strategies
Illinois
$4K $0 1 0% Maintained
619
FAM
Formidable Asset Management
Ohio
$4K $0 1 0% Maintained
620
WCBA
Weaver C. Barksdale & Associates
Tennessee
$4K $0 1 0% Maintained
621
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3K $0 1 0% Maintained
622
WEC
Winslow Evans & Crocker
Massachusetts
$2.8K +$509 1 0% Increased
623
CFA
Carroll Financial Associates
North Carolina
$2K $0 1 0% Maintained
624
CAW
Cornerstone Advisors (Washington)
Washington
$2K $0 1 0% Maintained
625
KT
Kanaly Trust
Texas
$2K $0 1 0% Maintained