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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
651
AFM
Anson Funds Management
Texas
$2.07M +$1.77M 1 0.6% Increased
652
SIM
Spark Investment Management
New York
$2.06M -$725K 3 0.27% Reduced
653
SW
SVB Wealth
Massachusetts
$2.05M +$2.36M 1 0.08% New
654
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$2.03M $0 1 0.08% Maintained
655
Churchill Management
Churchill Management
California
$2.02M +$2.18M 1 0.16% New
656
DY
Dowling & Yahnke
California
$2.02M +$2.33M 1 0.28% New
657
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$2.01M +$1.51M 6 0.04% Increased
658
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$1.99M +$2.29M 1 0.13% New
659
BCM
Bourgeon Capital Management
Connecticut
$1.98M +$2.28M 1 1.38% New
660
BCM
Bluefin Capital Management
New York
$1.98M +$2M 2 0.12% Increased
661
BA
Boston Advisors
Massachusetts
$1.97M +$758K 2 0.07% Increased
662
OA
OFI Advisors
Pennsylvania
$1.95M +$705K 4 0.13% Increased
663
TD Asset Management
TD Asset Management
Ontario, Canada
$1.95M -$287K 1 0% Reduced
664
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$1.94M -$841K 2 0.02% Reduced
665
SCA
Secor Capital Advisors
New York
$1.91M +$379K 1 0.6% Increased
666
RC
Roundview Capital
New Jersey
$1.91M +$2.2M 1 0.82% New
667
BFIM
Beese Fulmer Investment Management
Ohio
$1.9M +$2.19M 1 0.62% New
668
Guinness Asset Management
Guinness Asset Management
United Kingdom
$1.83M +$2.12M 1 0.86% New
669
BWFA
Baltimore-Washington Financial Advisors
Maryland
$1.83M +$2.09M 2 0.58% Increased
670
CWM
Concert Wealth Management
California
$1.83M +$2.11M 1 0.25% New
671
HCA
Horan Capital Advisors
Ohio
$1.81M +$2.09M 1 1.52% New
672
Twin Tree Management
Twin Tree Management
Texas
$1.81M +$2.07M 3 0.05% New
673
AT
Arden Trust
Delaware
$1.8M +$1.68M 2 0.15% Increased
674
HPCM
High Pointe Capital Management
Illinois
$1.79M +$2.07M 1 0.84% New
675
GCM
Gibraltar Capital Management
Oklahoma
$1.79M +$2.06M 1 2.21% New