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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
901
AF
Arrow Financial
New York
$599K +$691K 1 0.17% New
902
ECM
Everence Capital Management
Indiana
$598K +$690K 1 0.21% New
903
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$596K +$688K 1 0.01% New
904
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$592K +$684K 1 0.15% New
905
FMBTD
First Midwest Bank Trust Division
Illinois
$582K +$38.1K 1 0.1% Increased
906
AWP
Ascent Wealth Partners
New York
$581K +$670K 1 0.35% New
907
SIM
Strategic Investment Management
Virginia
$580K +$645K 2 0.22% New
908
CAM
Centre Asset Management
New York
$578K +$667K 1 0.1% New
909
Wolverine Asset Management
Wolverine Asset Management
Illinois
$574K +$644K 2 0.01% Increased
910
FA
FDx Advisors
Illinois
$573K -$218K 1 0.05% Reduced
911
PCM
Parsons Capital Management
Rhode Island
$572K +$660K 1 0.08% New
912
Waverton Investment Management
Waverton Investment Management
United Kingdom
$571K +$659K 1 0.05% New
913
Oberweis Asset Management
Oberweis Asset Management
Illinois
$570K +$575K 1 0.17% New
914
QCI
Quaker Capital Investments
Pennsylvania
$566K +$654K 1 0.34% New
915
SGH
Schonfeld Group Holdings
New York
$565K +$652K 1 0.29% New
916
SGAM
Steinberg Global Asset Management
Florida
$559K +$645K 1 0.11% New
917
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$550K -$77.7K 2 0.01% Reduced
918
IMS
Index Management Solutions
Pennsylvania
$546K +$160K 2 0.54% Increased
919
LCM
Leisure Capital Management
California
$527K +$16.7K 1 0.57% Increased
920
Wedge Capital Management
Wedge Capital Management
North Carolina
$519K -$22.2K 1 0.01% Reduced
921
SI
SII Investments
Wisconsin
$512K +$592K 1 0.06% New
922
IHM
Iguana Healthcare Management
New York
$510K +$129K 1 0.2% Increased
923
ZDA
Zweig-DiMenna Associates
New York
$507K +$267K 1 0.02% Increased
924
MLL
Moody Lynn & Lieberson
Massachusetts
$498K +$75.3K 1 0.1% Increased
925
Commerce Bank
Commerce Bank
Missouri
$497K +$573K 1 0.01% New