← All themes

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
826
AW
ACG Wealth
Georgia
$1.15M +$1.12M 1 0.26% New
827
DSI
Daiwa SB Investments
Japan
$1.15M -$84.7K 1 0.27% Reduced
828
TNAM
Terra Nova Asset Management
New York
$1.15M -$673K 1 1.28% Reduced
829
KAS
Kemnay Advisory Services
New York
$1.15M $0 1 0.76% Maintained
830
PCM
Parsons Capital Management
Rhode Island
$1.14M +$464K 1 0.16% Increased
831
AHS
Aspiriant Holdings S3
California
$1.14M -$36.9K 1 0.49% Reduced
832
WesBanco Bank
WesBanco Bank
West Virginia
$1.12M -$15K 2 0.07% Reduced
833
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$1.11M +$34.3K 3 0.02% Increased
834
MC
Menta Capital
California
$1.11M +$1.09M 1 0.14% New
835
CCM
Cutler Capital Management
Massachusetts
$1.11M $0 2 0.51% Maintained
836
TNBTD
Trustmark National Bank Trust Department
Mississippi
$1.1M -$486K 1 0.15% Reduced
837
WAM
Weatherly Asset Management
California
$1.09M +$1.07M 1 0.39% New
838
AHB
Abner Herrman & Brock
New Jersey
$1.09M +$749K 1 0.56% Increased
839
Royal London Asset Management
Royal London Asset Management
United Kingdom
$1.09M $0 1 0.02% Maintained
840
BAS
Brown Advisory Securities
Maryland
$1.08M -$523 2 0.37% Reduced
841
DM
Diker Management
New York
$1.08M -$1.59M 1 0.3% Reduced
842
FIM
FourPoints Investment Managers
France
$1.08M $0 1 0.46% Maintained
843
MHS
M Holdings Securities
Oregon
$1.08M $0 1 0.72% Maintained
844
CFA
Camarda Financial Advisors
Florida
$1.08M +$171K 1 0.66% Increased
845
GS
GAM Systematic
United Kingdom
$1.07M -$51.3K 2 0.31% Reduced
846
LH
Lebenthal Holdings
New York
$1.07M -$156K 1 0.25% Reduced
847
PAMG
Patton Albertson Miller Group
Tennessee
$1.07M +$1.04M 1 0.54% New
848
First Allied Advisory Services
First Allied Advisory Services
California
$1.07M -$334K 1 0.06% Reduced
849
M
MOTCO
Texas
$1.06M +$1.04M 1 0.13% Increased
850
CIM
CIM Investment Management
Pennsylvania
$1.06M $0 1 0.49% Maintained