← 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
901
OWD
Osborn Williams & Donohoe
Ohio
$836K +$815K 1 0.17% New
902
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$834K -$344K 5 0.01% Reduced
903
RSS
Rosenblum Silverman Sutton
California
$832K -$168K 1 0.38% Reduced
904
SAMNY
Samsung Asset Management (New York)
New York
$832K -$117K 1 0.33% Reduced
905
ECM
Everence Capital Management
Indiana
$831K +$131K 1 0.27% Increased
906
PAM
Paradigm Asset Management
New York
$828K +$815K 1 0.14% New
907
JT
Jump Trading
Illinois
$822K +$943K 2 0.03% New
908
AF
Arrow Financial
New York
$820K +$119K 1 0.22% Increased
909
PCTC
Perkins Coie Trust Company
Washington
$814K +$6.67K 1 0.61% Increased
910
PRS
Pinkerton Retirement Specialists
Idaho
$808K +$22.9K 1 0.52% Increased
911
PC
Palo Capital
California
$807K +$787K 1 0.73% New
912
BI
BlueSpruce Investments
Illinois
$802K -$23.8M 1 0.23% Reduced
913
MAP
Managed Asset Portfolios
Michigan
$802K -$5.29K 1 0.38% Reduced
914
Wedbush Securities
Wedbush Securities
California
$792K -$17.5K 1 0.14% Reduced
915
GWCM
Godshalk Welsh Capital Management
Pennsylvania
$791K -$14.1K 1 0.83% Reduced
916
IPC
Independent Portfolio Consultants
Florida
$790K -$736K 4 0.23% Reduced
917
AWP
Ascent Wealth Partners
New York
$779K +$99.7K 1 0.43% Increased
918
SAM
Sunnymeath Asset Management
New Jersey
$772K +$755K 1 1.23% New
919
Ancora Advisors
Ancora Advisors
Ohio
$760K +$600K 1 0.1% Increased
920
BA
Boston Advisors
Massachusetts
$758K -$842K 1 0.02% Reduced
921
DIA
Denver Investment Advisors
Colorado
$733K -$4.56K 1 0.03% Reduced
922
FC
FIC Capital
New York
$727K -$2.72K 1 0.32% Reduced
923
MSFP
Mark Sheptoff Financial Planning
Connecticut
$726K +$6.24K 1 0.59% Increased
924
BRWA
B. Riley Wealth Advisors
Florida
$725K +$707K 2 0.15% New
925
ACP
Ashfield Capital Partners
California
$719K $0 1 0.05% Maintained