← 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
851
FNYS
First New York Securities
New York
$746K +$853K 2 0.34% New
852
CI
Constellation Investments
Ohio
$742K +$856K 1 0.15% New
853
PCM
Perritt Capital Management
Illinois
$742K -$71.5K 2 0.16% Reduced
854
BWAM
Boyd Watterson Asset Management
Ohio
$738K +$851K 1 0.31% New
855
Raymond James Trust
Raymond James Trust
Florida
$735K +$502K 2 0.08% Increased
856
WCM
Wunderlich Capital Managemnt
Tennessee
$734K +$847K 1 0.68% New
857
EMG
Ellington Management Group
Connecticut
$732K -$315K 1 0.21% Reduced
858
CCM
CrestPoint Capital Management
Missouri
$729K $0 1 0.42% Maintained
859
SCA
Stonebridge Capital Advisors
Minnesota
$724K +$836K 1 0.29% New
860
MCM
McGlinn Capital Management
Pennsylvania
$720K +$831K 1 2.17% New
861
EHWM
Eads & Heald Wealth Management
Georgia
$718K +$828K 1 0.51% New
862
AMG National Trust Bank
AMG National Trust Bank
Colorado
$708K +$817K 1 0.07% New
863
PAM
PartnerRe Asset Management
Connecticut
$703K +$719K 2 0.12% Increased
864
NCIM
New Century Investment Management
Michigan
$701K $0 1 0.35% Maintained
865
Wedbush Securities
Wedbush Securities
California
$701K +$459K 2 0.14% Increased
866
CT
Coastline Trust
Rhode Island
$699K -$25.3K 1 0.16% Reduced
867
CC
Cognios Capital
Kansas
$699K -$434K 1 0.41% Reduced
868
MVA
Mount Vernon Associates
Maryland
$695K +$801K 1 1.61% New
869
MAP
Managed Asset Portfolios
Michigan
$692K +$799K 1 0.36% New
870
PCTC
Perkins Coie Trust Company
Washington
$692K +$798K 1 0.56% New
871
CCM
Cadence Capital Management
Massachusetts
$691K -$820K 1 0.05% Reduced
872
GWCM
Godshalk Welsh Capital Management
Pennsylvania
$691K +$797K 1 0.76% New
873
BIG
Blackthorn Investment Group
Kansas
$688K +$212K 1 2.56% Increased
874
Vident Investment Advisory
Vident Investment Advisory
Georgia
$683K -$27.1K 1 0.09% Reduced
875
TYCC
Texas Yale Capital Corp
Florida
$678K $0 1 0.06% Maintained