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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
Prana Capital Management
Prana Capital Management
Connecticut
$4.84M +$1.64M 1 1.42% Increased
652
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.77M +$368K 1 0.48% Increased
653
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$4.75M +$110K 1 0.8% Increased
654
Dodge & Cox
Dodge & Cox
California
$4.73M -$2.57M 1 0% Reduced
655
Thompson Investment Management
Thompson Investment Management
Wisconsin
$4.7M -$1.06M 1 0.88% Reduced
656
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$4.67M +$682K 2 0.53% Increased
657
Lyell Wealth Management
Lyell Wealth Management
California
$4.65M +$200K 1 1.72% Increased
658
DBG
De Burlo Group
Massachusetts
$4.62M -$1.94M 1 1.01% Reduced
659
Dillon & Associates
Dillon & Associates
Michigan
$4.57M +$88.4K 1 1.77% Increased
660
OI
Oakbrook Investments
Illinois
$4.57M +$236K 3 0.28% Increased
661
Appleton Partners
Appleton Partners
Massachusetts
$4.56M -$175K 1 0.69% Reduced
662
Engineers Gate Manager
Engineers Gate Manager
New York
$4.54M +$2.09M 2 0.3% Increased
663
Sit Investment Associates
Sit Investment Associates
Minnesota
$4.52M -$95.2K 1 0.11% Reduced
664
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$4.52M +$570K 1 0.08% Increased
665
HCM
Horrell Capital Management
Arkansas
$4.51M +$4.7M 2 2.37% New
666
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$4.47M -$856K 1 0.38% Reduced
667
First Mercantile Trust
First Mercantile Trust
Tennessee
$4.44M -$51.1K 3 0.93% Reduced
668
MainStreet Investment Advisors
MainStreet Investment Advisors
Illinois
$4.43M +$31.2K 1 0.68% Increased
669
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$4.43M +$24.8K 1 0.37% Increased
670
MIM
Marco Investment Management
Georgia
$4.43M +$197K 1 0.69% Increased
671
BCA
Bray Capital Advisors
Florida
$4.42M +$111K 2 2.07% Increased
672
Pitcairn
Pitcairn
Pennsylvania
$4.42M -$482K 1 0.47% Reduced
673
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$4.39M -$287K 1 0.35% Reduced
674
Twin Capital Management
Twin Capital Management
Pennsylvania
$4.36M -$87.2K 1 0.22% Reduced
675
CBOA
Commonwealth Bank of Australia
Australia
$4.33M -$869K 3 0.05% Reduced