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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

Bitcoin Miners Corporate Crypto Treasuries Crypto Exchanges Stablecoin Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
701	CH CVI Holdings Wilmington, Delaware	$8.62M	-$710K	2	0.67%	Reduced
702	CA Cornerstone Advisors Asheville, North Carolina	$8.61M	$0	1	0.42%	Maintained
703	PAG Private Advisory Group Redmond, Washington	$8.54M	+$3.34M	2	1.95%	Increased
704	Kentucky Retirement Systems Frankfort, Kentucky	$8.54M	+$453K	2	0.36%	Increased
705	First National Trust Hermitage, Pennsylvania	$8.5M	+$723K	2	0.5%	Increased
706	Kornitzer Capital Management Shawnee Mission, Kansas	$8.46M	-$429K	2	0.18%	Reduced
707	KP Kuvari Partners London, United Kingdom	$8.46M	+$10.9M	1	100%	New
708	PFM Privium Fund Management Amsterdam, Netherlands	$8.37M	+$4M	2	3.04%	Increased
709	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$8.36M	+$22.8K	1	0.4%	Increased
710	LOAMU Lombard Odier Asset Management (USA) New York	$8.35M	+$8.6M	1	0.24%	New
711	Ameritas Investment Partners Lincoln, Nebraska	$8.32M	+$56.8K	12	0.37%	Increased
712	MGB Mass General Brigham Somerville, Massachusetts	$8.32M	$0	1	4.32%	Maintained
713	Aptus Capital Advisors Fairhope, Alabama	$8.3M	+$8.4M	3	0.2%	Increased
714	Mariner Independent Advisor Network Overland Park, Kansas	$8.28M	+$1.36M	6	0.36%	Increased
715	Profund Advisors Bethesda, Maryland	$8.27M	-$753K	3	0.59%	Reduced
716	MassMutual Private Wealth & Trust Windsor, Connecticut	$8.22M	+$524K	6	0.37%	Increased
717	JSA Jacobson & Schmitt Advisors Middleton, Wisconsin	$8.2M	+$8.45M	1	2.62%	New
718	Sequoia Financial Advisors Akron, Ohio	$8.19M	+$136K	1	0.26%	Increased
719	TCTC Holdings Dallas, Texas	$8.16M	-$52.8K	2	0.35%	Reduced
720	CAM Claret Asset Management Montreal, Quebec, Canada	$8.14M	+$36.5K	1	1.93%	Increased
721	SAM SP Asset Management Cupertino, California	$8.12M	+$346K	2	1.11%	Increased
722	SBWIC Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$8.1M	+$122K	1	0.94%	Increased
723	AF Ally Financial Detroit, Michigan	$8.09M	$0	1	1.33%	Maintained
724	Miracle Mile Advisors Los Angeles, California	$8.07M	+$19.6K	3	0.38%	Increased
725	NRS Neville Rodie & Shaw New York	$8.03M	-$3.98M	1	0.79%	Reduced