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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
Empowered Funds
Empowered Funds
Pennsylvania
$4.32M +$2.92M 3 0.13% Increased
702
FLII
First Long Island Investors
New York
$4.31M -$6.06K 1 0.42% Reduced
703
Financial Engines Advisors
Financial Engines Advisors
California
$4.31M +$142K 3 0.01% Increased
704
CA
Cornerstone Advisors
North Carolina
$4.3M -$925K 1 0.2% Reduced
705
GAAM
Guinness Atkinson Asset Management
California
$4.29M $0 1 2.39% Maintained
706
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$4.25M +$202K 2 0.18% Increased
707
C
Certuity
Florida
$4.22M +$4.53M 3 0.5% Increased
708
ECM
EagleClaw Capital Management
Massachusetts
$4.2M +$19.5K 2 0.95% Increased
709
Quantbot Technologies
Quantbot Technologies
New York
$4.19M +$4.09M 4 0.28% Increased
710
PP
PDT Partners
New York
$4.17M +$389K 2 0.53% Increased
711
GWM
Greenwich Wealth Management
Connecticut
$4.16M +$682K 2 0.44% Increased
712
Commerce Bank
Commerce Bank
Missouri
$4.13M -$174K 4 0.03% Reduced
713
SBF
Sara-Bay Financial
Florida
$4.12M +$184K 2 2.09% Increased
714
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$4.12M +$4.58M 2 0.02% New
715
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$4.11M -$300K 3 0.1% Reduced
716
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$4.09M -$284K 1 0.06% Reduced
717
Everett Harris & Co
Everett Harris & Co
California
$4.06M -$76.3K 1 0.06% Reduced
718
RIG
Renaissance Investment Group
Massachusetts
$4.03M -$518K 1 1.12% Reduced
719
RWM
Refined Wealth Management
Utah
$4.03M -$148K 1 3.62% Reduced
720
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$4.02M +$1.47M 5 0.09% Increased
721
Gabelli Funds
Gabelli Funds
New York
$3.99M -$84.7K 3 0.03% Reduced
722
Brookstone Capital Management
Brookstone Capital Management
Illinois
$3.95M -$4.47M 4 0.09% Reduced
723
Harvest Portfolios Group
Harvest Portfolios Group
Ontario, Canada
$3.94M -$1.05M 12 0.19% Reduced
724
YIA
YHB Investment Advisors
Connecticut
$3.93M -$75.6K 1 0.36% Reduced
725
Algert Global
Algert Global
California
$3.9M +$386K 6 0.18% Increased