← All themes

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
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$6.96M +$3.43M 5 0.04% Increased
677
FEG
Financial Enhancement Group
Indiana
$6.94M +$139K 1 2.03% Increased
678
EAMA
EFG Asset Management (Americas)
Florida
$6.92M -$1.11M 2 1.97% Reduced
679
MIP
Marietta Investment Partners
Wisconsin
$6.88M +$1.62M 1 2.26% Increased
680
MC
MRJ Capital
New York
$6.86M -$377K 1 3.97% Reduced
681
PC
Permit Capital
Pennsylvania
$6.84M +$1.96M 1 3.03% Increased
682
AP
Appleton Partners
Massachusetts
$6.83M -$22.1K 1 0.84% Reduced
683
OI
Oakbrook Investments
Illinois
$6.81M +$583K 3 0.41% Increased
684
CI
Cowen Inc
New York
$6.76M +$2.68M 1 0.25% Increased
685
FCM
Firsthand Capital Management
California
$6.75M $0 2 2.6% Maintained
686
Regions Financial Corp
Regions Financial Corp
Alabama
$6.73M -$317K 2 0.08% Reduced
687
NPPM
North Point Portfolio Managers
Ohio
$6.72M -$47.1K 1 1.23% Reduced
688
Atria Investments
Atria Investments
North Carolina
$6.7M +$409K 4 0.25% Increased
689
Mariner Independent Advisor Network
Mariner Independent Advisor Network
Kansas
$6.65M -$654K 2 0.5% Reduced
690
AAM
Autus Asset Management
Arizona
$6.63M +$708K 1 1.05% Increased
691
NOCM
Night Owl Capital Management
Connecticut
$6.61M -$4.03M 1 2.02% Reduced
692
Colony Group
Colony Group
Massachusetts
$6.6M +$4.59M 1 0.21% Increased
693
SCM
Sitrin Capital Management
California
$6.58M -$2.46M 1 3.51% Reduced
694
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$6.56M -$1.48M 2 0.12% Reduced
695
Veritable
Veritable
Delaware
$6.44M -$426K 1 0.13% Reduced
696
HCM
Hodges Capital Management
Texas
$6.44M -$1.17M 2 0.7% Reduced
697
SCA
Snowden Capital Advisors
New York
$6.43M +$2.09M 2 0.66% Increased
698
RMSCM
R.M. Sincerbeaux Capital Management
New York
$6.41M $0 1 5.22% Maintained
699
Mariner
Mariner
Kansas
$6.41M +$49.7K 3 0.08% Increased
700
CC
Cannell Capital
Wyoming
$6.36M +$7.05M 1 1.8% New