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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
701
Veritable
Veritable
Delaware
$2.13M +$545K 1 0.05% Increased
702
MPM
Meritage Portfolio Management
Kansas
$2.12M +$2.29M 1 0.22% New
703
TCCM
Timber Creek Capital Management
Massachusetts
$2.11M +$19K 1 1.59% Increased
704
SAM
Sompo Asset Management
Japan
$2.1M -$43.9K 1 0.26% Reduced
705
SAM
Selway Asset Management
$2.1M +$50.2K 1 1.18% Increased
706
AF
Arrow Financial
New York
$2.1M -$1.06M 1 0.51% Reduced
707
GIM
Groesbeck Investment Management
New Jersey
$2.1M $0 1 1.56% Maintained
708
SEC
Seven Eight Capital
New York
$2.09M -$2.62M 2 0.4% Reduced
709
Mariner
Mariner
Kansas
$2.08M +$701K 2 0.09% Increased
710
SH
Svenska Handelsbanken
Sweden
$2.08M +$1.32M 2 2.78% Increased
711
Creative Planning
Creative Planning
Kansas
$2.06M +$105K 11 0.01% Increased
712
PCM
Parsons Capital Management
Rhode Island
$2.04M +$121K 2 0.26% Increased
713
MAI Capital Management
MAI Capital Management
Ohio
$2.02M -$378K 2 0.14% Reduced
714
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$2M +$1.91M 2 0.08% New
715
TI
Turner Investments
Pennsylvania
$1.98M -$1.49M 2 1.29% Reduced
716
TCOV
Trust Company of Vermont
Vermont
$1.97M +$772K 1 0.21% Increased
717
TCM
Telos Capital Management
California
$1.96M +$16.5K 1 0.81% Increased
718
TCM
Timpani Capital Management
Wisconsin
$1.93M +$1.74M 1 0.77% New
719
ETM
Euclidean Technologies Management
Washington
$1.93M +$41.4K 1 1.78% Increased
720
CP
Camelot Portfolios
Ohio
$1.92M +$1.38M 1 0.94% Increased
721
SW
SVB Wealth
Massachusetts
$1.92M -$372K 2 0.08% Reduced
722
IP
Intellectus Partners
California
$1.91M -$32.8K 2 0.97% Reduced
723
First Allied Advisory Services
First Allied Advisory Services
California
$1.9M -$18.9K 2 0.1% Reduced
724
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.9M -$3.81M 8 0.01% Reduced
725
SI
Shaker Investments
Ohio
$1.9M -$46.6K 1 1.46% Reduced