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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
Central Trust Company
Central Trust Company
Missouri
$5.51M +$49.2K 2 0.37% Increased
677
GAAM
Guinness Atkinson Asset Management
California
$5.48M -$1.67M 1 4.68% Reduced
678
BI
Bulldog Investors
New Jersey
$5.47M -$115K 1 2.05% Reduced
679
MCM
Mitchell Capital Management
Kansas
$5.46M -$13.5K 1 2.31% Reduced
680
Azora Capital LP
Azora Capital LP
Florida
$5.46M +$5.98M 1 0.87% New
681
Synovus Financial
Synovus Financial
Georgia
$5.45M +$276K 1 0.1% Increased
682
MC
MRJ Capital
New York
$5.44M -$242K 1 3.71% Reduced
683
FFA
First Foundation Advisors
California
$5.43M +$4.94M 2 0.34% Increased
684
LWM
Lyell Wealth Management
California
$5.33M -$22.5K 1 2.23% Reduced
685
Wedbush Securities
Wedbush Securities
California
$5.33M +$42.4K 2 0.68% Increased
686
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$5.31M +$4.62M 4 0.07% Increased
687
PWP
Private Wealth Partners
California
$5.3M +$4.68M 1 1.03% Increased
688
I
IberiaBank
Louisiana
$5.25M +$704K 1 0.68% Increased
689
Karpus Investment Management
Karpus Investment Management
New York
$5.22M -$2.17M 1 0.22% Reduced
690
Regions Financial Corp
Regions Financial Corp
Alabama
$5.22M -$78.6K 3 0.07% Reduced
691
PFU
Parus Finance (UK)
United Kingdom
$5.17M -$6.12M 1 2.21% Reduced
692
FTCM
First Trust Capital Management
Illinois
$5.16M -$400K 1 1.31% Reduced
693
NPPM
North Point Portfolio Managers
Ohio
$5.15M -$2.32M 1 1.14% Reduced
694
VanEck Associates
VanEck Associates
New York
$5.15M +$461K 1 0.03% Increased
695
Quantbot Technologies
Quantbot Technologies
New York
$5.13M -$9.78M 3 0.5% Reduced
696
AWM
Avitas Wealth Management
California
$5.11M +$3.78M 2 1.68% Increased
697
BCM
BlueMar Capital Management
Florida
$5.11M +$1.81M 1 2.93% Increased
698
WCM
Wisconsin Capital Management
Wisconsin
$5.1M +$5.65M 2 5.4% New
699
PP
Paloma Partners
Connecticut
$5.02M -$3.46M 3 0.15% Reduced
700
CPIM
Columbia Partners Investment Management
Virginia
$5.02M -$222K 2 1.95% Reduced