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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
801
TIAM
TT International Asset Management
United Kingdom
$14.1M +$1.07M 1 0.94% Increased
802
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$14M +$154K 2 0.23% Increased
803
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$14M +$8.33M 2 0.75% Increased
804
CCA
Cross Creek Advisors
Utah
$13.9M +$17.8M 1 11.79% New
805
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$13.9M +$13.4M 1 0.21% New
806
SCA
Snowden Capital Advisors
New York
$13.9M -$7.93M 13 0.71% Reduced
807
OCM
Octahedron Capital Management
California
$13.8M +$17.2M 3 5.24% New
808
MCM
Makena Capital Management
California
$13.8M +$8.09M 1 1.56% Increased
809
RCM
Riverpark Capital Management
New York
$13.8M +$5.02M 2 4.96% Increased
810
PHAM
Portland Hill Asset Management
United Kingdom
$13.8M -$1.63M 1 10.45% Reduced
811
Jones Financial Companies
Jones Financial Companies
Missouri
$13.7M -$412K 3 0.02% Reduced
812
Alpha Cubed Investments
Alpha Cubed Investments
California
$13.6M +$2.62M 2 0.89% Increased
813
FVWA
Foster Victor Wealth Advisors
South Carolina
$13.6M +$4.76M 1 1.85% Increased
814
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$13.6M +$2M 4 0.5% Increased
815
CNHF
Conrad N. Hilton Foundation
California
$13.6M -$90.4M 1 4.32% Reduced
816
RIA
RPG Investment Advisory
California
$13.5M +$4.57M 2 2.1% Increased
817
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$13.4M -$4.31M 6 0.53% Reduced
818
YIA
YHB Investment Advisors
Connecticut
$13.4M +$326K 1 1.06% Increased
819
Vident Investment Advisory
Vident Investment Advisory
Georgia
$13.4M +$1.53M 16 0.34% Increased
820
TCM
Traynor Capital Management
Pennsylvania
$13.3M +$393K 3 1.58% Increased
821
PAS
Professional Advisory Services
Florida
$13.3M +$4.61M 1 1.81% Increased
822
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$13.2M -$3.11M 5 0.29% Reduced
823
CWM
CMH Wealth Management
New Hampshire
$13.2M -$256K 3 3.99% Reduced
824
BDWM
Brewin Dolphin Wealth Management
Ireland
$13.2M +$1.82M 4 1.42% Increased
825
Bowie Capital Management
Bowie Capital Management
Texas
$13.2M +$5.41M 1 1.53% Increased