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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
626
BWC
Blue Whale Capital
United Kingdom
$7.6M +$7.32M 1 3.81% New
627
6M
6 Meridian
Kansas
$7.58M +$147K 2 0.66% Increased
628
SM
SG3 Management
Puerto Rico
$7.57M -$17M 1 0.47% Reduced
629
WCP
Welch Capital Partners
New York
$7.57M -$25.5K 1 2.23% Reduced
630
RSS
Rosenblum Silverman Sutton
California
$7.55M -$115K 1 2.75% Reduced
631
S
Seeyond
France
$7.53M +$200K 3 0.79% Increased
632
ORI
Oak Ridge Investments
Illinois
$7.5M -$365K 1 0.55% Reduced
633
AGAM
Avalon Global Asset Management
California
$7.5M +$719K 1 1.62% Increased
634
Prana Capital Management
Prana Capital Management
Connecticut
$7.43M +$2.8M 1 1.09% Increased
635
ETrade Capital Management
ETrade Capital Management
Virginia
$7.41M -$444K 2 0.17% Reduced
636
ECM
EagleClaw Capital Management
Massachusetts
$7.4M -$39.1K 1 2.71% Reduced
637
BAS
Brown Advisory Securities
Maryland
$7.39M -$8.97K 2 1.77% Reduced
638
KFS
Kurt F. Somerville
$7.39M +$351K 1 1.39% Increased
639
HIC
Hartline Investment Corp
Illinois
$7.39M +$761K 1 1.58% Increased
640
TCOV
Trust Company of Vermont
Vermont
$7.33M +$233K 2 0.55% Increased
641
HA
Heartland Advisors
Wisconsin
$7.32M +$1.25M 1 0.54% Increased
642
CA
Cornerstone Advisors
North Carolina
$7.25M +$6.98M 1 0.6% New
643
BC
Boxer Capital
California
$7.22M $0 1 0.41% Maintained
644
Synovus Financial
Synovus Financial
Georgia
$7.2M +$273K 3 0.1% Increased
645
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$7.15M -$241K 1 0.43% Reduced
646
NCM
Novare Capital Management
North Carolina
$7.12M +$111K 1 0.99% Increased
647
PHS
PFM Health Sciences
California
$7.09M +$5.54M 2 0.34% Increased
648
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$7.06M +$5.59M 2 0.06% Increased
649
Chilton Investment Company
Chilton Investment Company
Connecticut
$7.05M -$55.8K 1 0.23% Reduced
650
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$7.04M +$60.4K 2 0.13% Increased