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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
MML Investors Services
MML Investors Services
Massachusetts
$8.2M +$1.22M 3 0.12% Increased
602
ROC
Robertson Opportunity Capital
Texas
$8.2M $0 1 4.21% Maintained
603
RBF Capital
RBF Capital
California
$8.14M $0 2 0.78% Maintained
604
SCHF (GPE)
SCHF (GPE)
Wyoming
$8.13M +$8.31M 1 0.53% New
605
FC
Forte Capital
New York
$8.12M +$549K 2 2.3% Increased
606
UMB Bank
UMB Bank
Missouri
$8.06M -$1.32M 2 0.22% Reduced
607
BRF
B. Riley Financial
California
$8.03M $0 1 2.02% Maintained
608
Martingale Asset Management
Martingale Asset Management
Massachusetts
$8.03M -$1.22M 2 0.08% Reduced
609
WC
Whitney & Co
New York
$8.02M +$27.1K 1 1.6% Increased
610
NA
Navellier & Associates
Nevada
$8.02M -$146K 1 1.29% Reduced
611
SCA
Snowden Capital Advisors
New York
$8M +$188K 2 0.71% Increased
612
Wealthfront Advisers
Wealthfront Advisers
California
$7.98M -$317K 2 0.06% Reduced
613
AC
Athanor Capital
New York
$7.95M -$12.3M 3 0.36% Reduced
614
OPFM
Optimus Prime Fund Management
Cayman Islands
$7.94M $0 1 2.42% Maintained
615
AC
Asturias Capital
New York
$7.94M +$8.11M 1 3.61% New
616
SIM
Sentry Investment Management
Wisconsin
$7.91M $0 1 0.47% Maintained
617
LWM
Lyell Wealth Management
California
$7.88M -$1.56M 2 2.1% Reduced
618
NIT
NumerixS Investment Technologies
British Columbia, Canada
$7.87M +$2.52M 3 1.55% Increased
619
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$7.82M +$1.49M 2 0.05% Increased
620
CCM
Concourse Capital Management
Georgia
$7.8M $0 1 8.25% Maintained
621
BCM
Burrage Capital Management
Massachusetts
$7.75M +$5.81M 1 5.19% New
622
CAM
Claret Asset Management
Quebec, Canada
$7.72M -$242K 1 1.48% Reduced
623
YIA
YHB Investment Advisors
Connecticut
$7.71M -$18.1K 1 1.1% Reduced
624
IP
Interval Partners
New York
$7.69M -$2.71M 1 0.28% Reduced
625
LSV Asset Management
LSV Asset Management
Illinois
$7.68M -$220K 1 0.01% Reduced