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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
726
ORI
Oak Ridge Investments
Illinois
$1.89M -$975K 1 0.06% Reduced
727
Advisory Services Network
Advisory Services Network
Georgia
$1.88M +$1.86M 3 0.27% New
728
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$1.86M -$423K 2 0.02% Reduced
729
PIM
Progressive Investment Management
Oregon
$1.86M -$14.6K 1 1.55% Reduced
730
1SB
1ST Source Bank
Indiana
$1.84M +$12.6K 1 0.16% Increased
731
FCT
Family Capital Trust
Massachusetts
$1.84M $0 1 0.98% Maintained
732
WFG
Wills Financial Group
Virginia
$1.83M -$58.1K 1 1.4% Reduced
733
LIA
LS Investment Advisors
Michigan
$1.81M +$59.4K 4 0.12% Increased
734
LA
Linden Advisors
New York
$1.81M +$1.64M 1 0.07% New
735
ARMC
American Research & Management Company
Massachusetts
$1.78M +$644K 2 0.63% Increased
736
QSS
Quantitative Systematic Strategies
Florida
$1.78M +$775K 4 0.5% Increased
737
VIA
Virtus Investment Advisers
Connecticut
$1.78M +$337K 1 0.16% Increased
738
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.78M +$883K 1 0.02% Increased
739
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$1.77M -$2.38M 3 0.13% Reduced
740
FCI
Financial Counselors Inc
Kansas
$1.75M -$529K 1 0.09% Reduced
741
NCGI
Next Century Growth Investors
Minnesota
$1.75M +$1.59M 1 0.15% New
742
Davenport & Co
Davenport & Co
Virginia
$1.73M -$25.1K 1 0.02% Reduced
743
HIH
HRS Investment Holdings
New York
$1.72M +$314K 1 1.24% Increased
744
LAIC
Lederer & Associates Investment Counsel
California
$1.71M +$10.9K 1 1.6% Increased
745
Vident Investment Advisory
Vident Investment Advisory
Georgia
$1.7M -$658K 1 0.17% Reduced
746
DA
Denali Advisors
California
$1.7M +$1.67M 1 0.25% Increased
747
Empirical Finance
Empirical Finance
Pennsylvania
$1.68M +$940K 1 0.79% Increased
748
Whittier Trust
Whittier Trust
California
$1.68M +$100K 2 0.07% Increased
749
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$1.67M +$2.2M 2 0.02% New
750
Calamos Wealth Management
Calamos Wealth Management
Illinois
$1.67M +$1.62M 1 0.25% New