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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

Bitcoin Miners Corporate Crypto Treasuries Crypto Exchanges Stablecoin Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
651	DOA D'Orazio & Associates Falls Church, Virginia	$1K	$0	1	0%	Maintained
652	HCM Herndon Capital Management Atlanta, Georgia	$1K	+$1.08K	1	0%	New
653	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$1K	+$1.04K	1	0%	New
654	TCI Wealth Advisors Tucson, Arizona	$1K	$0	1	0%	Maintained
655	WIL Winifred I. Li	$1K	+$813	1	0%	New
656	MassMutual Private Wealth & Trust Windsor, Connecticut	$913	$0	1	0%	Maintained
657	abrdn Investment Management Edinburgh, United Kingdom	$0	-$1.33M	0	–	Closed
658	ACI Advance Capital I Southfield, Michigan	$0	-$2.1M	0	–	Closed
659	AW Alpha Windward Westwood, Massachusetts	$0	-$35K	0	–	Closed
660	ARMC American Research & Management Company Marion, Massachusetts	$0	$0	1	0%	Maintained
661	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$0	-$984K	0	–	Closed
662	Atria Investments Charlotte, North Carolina	$0	-$1.25M	0	–	Closed
663	BOH Bank of Hawaii Honolulu, Hawaii	$0	-$514K	0	–	Closed
664	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$0	-$252K	0	–	Closed
665	Brandes Investment Partners La Jolla, California	$0	-$116K	0	–	Closed
666	BRWM B. Riley Wealth Management Memphis, Tennessee	$0	-$369K	0	–	Closed
667	CWM Cabot Wealth Management Salem, Massachusetts	$0	-$1.8M	0	–	Closed
668	Cambridge Investment Research Advisors Fairfield, Iowa	$0	-$1.01M	0	–	Closed
669	CFA Carroll Financial Associates Charlotte, North Carolina	$0	-$2K	0	–	Closed
670	Cetera Advisors Denver, Colorado	$0	-$795K	0	–	Closed
671	Chartwell Investment Partners Berywn, Pennsylvania	$0	-$7.11M	0	–	Closed
672	CEP Chicago Equity Partners Chicago, Illinois	$0	-$10.6M	0	–	Closed
673	CIM CIM Investment Management Pittsburgh, Pennsylvania	$0	-$854K	0	–	Closed
674	CC Cipher Capital New York	$0	-$216K	0	–	Closed
675	CCP Clough Capital Partners Boston, Massachusetts	$0	-$275K	0	–	Closed