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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
676
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$2.31M -$6.65M 1 0.24% Reduced
677
BFIM
Beese Fulmer Investment Management
Ohio
$2.31M +$89.9K 1 0.71% Increased
678
DY
Dowling & Yahnke
California
$2.3M -$51.2K 1 0.29% Reduced
679
BUB
BBVA USA Bancshares
Texas
$2.28M -$331K 2 0.17% Reduced
680
River Road Asset Management
River Road Asset Management
Kentucky
$2.28M -$3.23M 1 0.04% Reduced
681
FCI
Financial Counselors Inc
Kansas
$2.27M +$2.21M 1 0.15% New
682
NAM
NorthCoast Asset Management
Connecticut
$2.27M +$2.05M 1 0.15% Increased
683
BCA
Bray Capital Advisors
Florida
$2.24M +$279K 1 1.42% Increased
684
EC
EMS Capital
New York
$2.23M +$2.09M 1 0.23% New
685
PCM
Prelude Capital Management
New York
$2.21M -$911K 4 0.34% Reduced
686
RC
Roundview Capital
New Jersey
$2.2M -$23.6K 1 0.87% Reduced
687
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$2.19M +$2.13M 2 0.31% Increased
688
QI
Quotient Investors
New York
$2.19M +$2.13M 1 0.84% New
689
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$2.18M -$61.1K 7 0.04% Reduced
690
GIM
Grassi Investment Management
California
$2.17M -$2.26M 1 0.44% Reduced
691
QIM
Quantitative Investment Management
Virginia
$2.15M -$1.31M 1 0.13% Reduced
692
HPIA
Hamilton Point Investment Advisors
North Carolina
$2.14M +$111K 1 1.48% Increased
693
BPM
Bowling Portfolio Management
Ohio
$2.13M +$41.5K 1 0.47% Increased
694
P
Pitcairn
Pennsylvania
$2.13M +$115K 1 0.24% Increased
695
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$2.12M +$2.07M 2 0.27% Increased
696
HCA
Horan Capital Advisors
Ohio
$2.1M -$13.1K 1 1.75% Reduced
697
AFG
American Financial Group
Ohio
$2.1M -$2.05M 1 0.16% Reduced
698
Vident Investment Advisory
Vident Investment Advisory
Georgia
$2.1M +$2.25M 1 0.27% Increased
699
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$2.1M -$9.75M 2 0.06% Reduced
700
CWM
Concert Wealth Management
California
$2.09M -$32.5K 1 0.28% Reduced