← 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
876
CAAS
Capital Asset Advisory Services
Michigan
$957K +$932K 1 1.34% New
877
IIM
Ironwood Investment Management
Massachusetts
$956K $0 1 0.39% Maintained
878
Raymond James Trust
Raymond James Trust
Florida
$947K +$105K 3 0.09% Increased
879
SCM
SOL Capital Management
Maryland
$940K -$8.82K 1 0.33% Reduced
880
TWA
Tillar-Wenstrup Advisors
Ohio
$939K +$1.29M 1 0.93% New
881
WA1
Wimmer Associates 1
California
$938K +$914K 1 0.98% New
882
CCP
Cardan Capital Partners
Colorado
$932K +$1.28M 1 0.4% New
883
QOP
Quinn Opportunity Partners
Virginia
$909K $0 1 0.4% Maintained
884
NSEDCP
NJ State Employees Deferred Compensation Plan
New Jersey
$905K $0 1 0.19% Maintained
885
Artemis Investment Management
Artemis Investment Management
United Kingdom
$903K -$7.05M 1 0.02% Reduced
886
First Pacific Advisors
First Pacific Advisors
California
$901K $0 1 0.01% Maintained
887
TFA
Transamerica Financial Advisors
Florida
$901K -$36.3K 2 0.07% Reduced
888
PCM
Perritt Capital Management
Illinois
$898K $0 2 0.19% Maintained
889
WCM
Wunderlich Capital Managemnt
Tennessee
$892K +$35.1K 1 0.77% Increased
890
NPC
National Planning Corporation
California
$866K +$197K 2 0.07% Increased
891
SFP
Santa Fe Partners
New Mexico
$865K -$1.92M 1 0.14% Reduced
892
CCM
CrestPoint Capital Management
Missouri
$859K +$45.3K 1 0.49% Increased
893
QCMC
Quantum Capital Management (California)
California
$852K -$383K 2 0.11% Reduced
894
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$851K +$90.7K 3 0.02% Increased
895
Alpha Cubed Investments
Alpha Cubed Investments
California
$848K +$23.8K 1 0.22% Increased
896
AWCI
Alpine Woods Capital Investors
New York
$844K -$302K 1 0.05% Reduced
897
SLG
Stanley-Laman Group
Pennsylvania
$844K +$138K 1 0.14% Increased
898
FA
FDx Advisors
Illinois
$842K +$309K 2 0.04% Increased
899
IFP Advisors
IFP Advisors
Florida
$841K +$843K 5 0.06% New
900
EHWM
Eads & Heald Wealth Management
Georgia
$839K +$2.12K 1 0.58% Increased