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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
601
Jones Financial Companies
Jones Financial Companies
Missouri
$6.99M +$6.37M 1 0.02% Increased
602
TAM
Tyers Asset Management
Texas
$6.99M -$199K 2 0.28% Reduced
603
RBA
Richard Bernstein Advisors
New York
$6.98M $0 1 0.26% Maintained
604
RA
Rational Advisors
New York
$6.98M +$4.82M 1 2.18% Increased
605
WC
Whitney & Co
New York
$6.9M +$34.9K 1 1.76% Increased
606
CAM
Claret Asset Management
Quebec, Canada
$6.89M -$42.2K 1 1.53% Reduced
607
HCM
Hodges Capital Management
Texas
$6.81M +$1.29M 2 0.76% Increased
608
CDH
Charles D. Hyman
$6.8M -$1.67K 1 0.81% Reduced
609
CEP
Chicago Equity Partners
Illinois
$6.8M +$3.94M 1 0.27% Increased
610
SAM
Scion Asset Management
California
$6.78M +$7.51M 1 6.54% New
611
RIA
RPG Investment Advisory
California
$6.77M -$2.5K 2 1.69% Reduced
612
IFM Investors
IFM Investors
Australia
$6.77M +$701K 3 0.55% Increased
613
NCM
Novare Capital Management
North Carolina
$6.76M -$345K 1 1.23% Reduced
614
Bessemer Group
Bessemer Group
New Jersey
$6.7M +$807K 4 0.03% Increased
615
GIM
Greystone Investment Management
Ohio
$6.69M -$48.6K 1 3.42% Reduced
616
SCM
Sitrin Capital Management
California
$6.64M +$41.2K 1 4.05% Increased
617
BFIM
Beese Fulmer Investment Management
Ohio
$6.6M +$89.8K 1 1.49% Increased
618
TW
TrinityPoint Wealth
Connecticut
$6.6M +$6.54M 1 4.06% New
619
SIM
Sentry Investment Management
Wisconsin
$6.57M -$168K 1 0.48% Reduced
620
DY
Dowling & Yahnke
California
$6.56M -$14.2K 1 0.68% Reduced
621
NA
Navellier & Associates
Nevada
$6.54M -$2.44M 1 1.11% Reduced
622
DA
Dillon & Associates
Michigan
$6.52M +$314K 1 2.48% Increased
623
ET
Equitable Trust
Tennessee
$6.49M -$215K 1 0.86% Reduced
624
APC
Alta Park Capital
California
$6.47M +$6.41M 1 3.05% New
625
Jefferies Group
Jefferies Group
New York
$6.46M -$2.9M 2 0.05% Reduced