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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
901	AIM Aspen Investment Management Grand Rapids, Michigan	$741K	$0	1	0.61%	Maintained
902	CCT Country Club Trust Kansas City, Missouri	$741K	-$53.5K	1	0.11%	Reduced
903	Wealthspire Advisors (Maryland) Potomac, Maryland	$736K	+$46.7K	3	0.12%	Increased
904	IPC Independent Portfolio Consultants Boca Raton, Florida	$723K	-$148K	3	0.23%	Reduced
905	ACP Ashfield Capital Partners San Francisco, California	$720K	-$5.54K	1	0.06%	Reduced
906	MCP Mirador Capital Partners Pleasanton, California	$718K	-$573	1	0.72%	Reduced
907	DSI Daiwa SB Investments Tokyo, Japan	$717K	-$165K	1	0.21%	Reduced
908	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$712K	+$745K	1	0.1%	New
909	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$711K	-$91.6K	1	0.49%	Reduced
910	Laird Norton Wetherby Wealth Management San Francisco, California	$710K	+$22K	1	0.16%	Increased
911	CCM CrestPoint Capital Management Four Seasons, Missouri	$700K	$0	1	0.37%	Maintained
912	Kornitzer Capital Management Shawnee Mission, Kansas	$700K	-$17.6K	1	0.01%	Reduced
913	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$700K	-$8.46K	2	0.35%	Reduced
914	Tower Research Capital (TRC) New York	$698K	+$182K	14	0.07%	Increased
915	CMANY Capital Management Associates (New York) New York	$694K	$0	1	1.18%	Maintained
916	SH Svenska Handelsbanken Stockholm, Sweden	$694K	$0	1	0.04%	Maintained
917	NG NatWest Group Edinburgh, Scotland, United Kingdom	$689K	-$502K	1	0.17%	Reduced
918	CT Coastline Trust Providence, Rhode Island	$681K	+$123K	1	0.14%	Increased
919	Waverton Investment Management London, United Kingdom	$672K	$0	1	0.05%	Maintained
920	SGAM Steinberg Global Asset Management Boca Raton, Florida	$670K	-$24.5K	1	0.12%	Reduced
921	Boothbay Fund Management New York	$666K	-$369K	3	0.26%	Reduced
922	TI Turner Investments Berwyn, Pennsylvania	$665K	-$817K	2	0.21%	Reduced
923	UMB Bank Kansas City, Missouri	$658K	-$43.2K	1	0.03%	Reduced
924	SMC Smith, Moore & Co Clayton, Missouri	$654K	+$720K	1	0.27%	New
925	CCM Century Capital Management Boston, Massachusetts	$646K	$0	1	0.07%	Maintained