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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
851	PA Proem Advisors Dallas, Texas	$9.23M	-$2.45M	1	0.49%	Reduced
852	Sterling Capital Management Charlotte, North Carolina	$9.21M	+$641K	32	0.16%	Increased
853	Prospera Financial Services Dallas, Texas	$9.15M	+$763K	11	0.13%	Increased
854	Profund Advisors Bethesda, Maryland	$9.15M	+$841K	10	0.25%	Increased
855	FPCP Fort Point Capital Partners San Francisco, California	$9.14M	-$2.04M	3	0.63%	Reduced
856	EP Wealth Advisors Torrance, California	$9.13M	+$2.07M	10	0.03%	Increased
857	TWM Thryve Wealth Management Irving, Texas	$9.1M	-$33.4K	1	5.09%	Reduced
858	PP PDT Partners New York	$9.08M	+$6.44M	2	0.48%	Increased
859	PTP Platform Technology Partners New York	$9.07M	+$7.63M	3	1.48%	Increased
860	Brown Advisory Baltimore, Maryland	$9.04M	+$3.05M	7	0.01%	Increased
861	TGY2IT Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida	$9.02M	+$1.4M	1	1.77%	Increased
862	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$8.99M	+$316K	1	0.91%	Increased
863	Ballentine Partners Waltham, Massachusetts	$8.85M	+$3.62M	6	0.11%	Increased
864	TA Tiptree Advisors New York	$8.84M	$0	1	5.46%	Maintained
865	CSM Advisors Warrendale, Pennsylvania	$8.79M	-$1.44M	2	0.19%	Reduced
866	KCM Kultura Capital Management Park City, Utah	$8.75M	-$2.32M	2	1.58%	Reduced
867	Hosking Partners London, United Kingdom	$8.72M	-$290K	1	0.29%	Reduced
868	CWM Centric Wealth Management Chicago, Illinois	$8.72M	$0	4	1.36%	Maintained
869	AC Avory & Company Miami, Florida	$8.67M	-$848K	2	10.83%	Reduced
870	Kornitzer Capital Management Shawnee Mission, Kansas	$8.65M	+$4.65M	4	0.18%	Increased
871	Tokio Marine Asset Management Tokyo, Japan	$8.61M	+$169K	5	0.27%	Increased
872	RWM Refined Wealth Management Salt Lake City, Utah	$8.61M	-$46.4K	1	5.2%	Reduced
873	DC Diametric Capital Boston, Massachusetts	$8.6M	-$4.75M	6	0.91%	Reduced
874	CCWP Cedar Cove Wealth Partners Bloomington, Minnesota	$8.58M	-$308K	2	4.03%	Reduced
875	GCM Gladstone Capital Management London, United Kingdom	$8.57M	-$5.6M	1	0.85%	Reduced