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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
MM
Meridian Management
Arkansas
$2.68M -$257K 1 1.52% Reduced
652
P
Pitcairn
Pennsylvania
$2.66M -$342K 1 0.32% Reduced
653
Evergreen Capital Management
Evergreen Capital Management
Washington
$2.65M -$326K 1 0.55% Reduced
654
HCA
Horan Capital Advisors
Ohio
$2.64M +$51K 1 1.88% Increased
655
VFA
Voya Financial Advisors
Connecticut
$2.64M +$1.66M 1 0.21% Increased
656
CCM
Condor Capital Management
New Jersey
$2.63M -$106K 2 0.57% Reduced
657
BCM
BlueMar Capital Management
Florida
$2.6M -$787K 1 1.55% Reduced
658
HBK Investments
HBK Investments
Texas
$2.58M +$2.39M 2 0.02% New
659
CEI
Clark Estates Inc
New York
$2.56M $0 1 0.39% Maintained
660
TCM
Twin Capital Management
Pennsylvania
$2.56M +$19.2K 1 0.16% Increased
661
T
TOBAM
France
$2.56M +$1.18M 1 0.1% Increased
662
PAI
Pittenger & Anderson Inc
Nebraska
$2.51M +$2.2M 2 0.25% Increased
663
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$2.5M -$18.7K 2 0.23% Reduced
664
AFG
American Financial Group
Ohio
$2.5M $0 1 0.23% Maintained
665
GCA
Greenwood Capital Associates
South Carolina
$2.49M +$401K 1 0.65% Increased
666
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$2.46M -$80.7K 1 0.51% Reduced
667
WAM
Weatherly Asset Management
California
$2.46M +$26.1K 1 0.73% Increased
668
Nippon Life Insurance
Nippon Life Insurance
Japan
$2.46M -$298K 1 0.05% Reduced
669
PRCM
Pine River Capital Management
Minnesota
$2.45M $0 1 0.05% Maintained
670
ICRM
Insight Capital Research & Management
California
$2.43M +$1.44M 1 1.37% Increased
671
RMSCM
R.M. Sincerbeaux Capital Management
New York
$2.43M $0 1 2.25% Maintained
672
GIP
Greatmark Investment Partners
Georgia
$2.41M -$31K 1 0.99% Reduced
673
Magnetar Financial
Magnetar Financial
Illinois
$2.4M +$2.45M 2 0.03% New
674
Jefferies Group
Jefferies Group
New York
$2.39M +$2.22M 4 0.02% Increased
675
TWA
Tillar-Wenstrup Advisors
Ohio
$2.38M +$26.9K 1 1.82% Increased