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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
TAM
Tyers Asset Management
Texas
$791K +$790K 2 0.03% New
902
Pinnacle Associates
Pinnacle Associates
New York
$790K +$119K 1 0.02% Increased
903
CPA
Clear Perspective Advisors
Illinois
$783K +$798K 1 0.52% New
904
First National Trust
First National Trust
Pennsylvania
$782K +$97.2K 1 0.11% Increased
905
Verition Fund Management
Verition Fund Management
Connecticut
$779K +$532K 3 0.07% Increased
906
ACP
Ashfield Capital Partners
California
$778K $0 1 0.08% Maintained
907
Circle Wealth Management
Circle Wealth Management
New Jersey
$775K +$703K 1 0.41% New
908
ICRM
Insight Capital Research & Management
California
$764K +$778K 1 0.41% New
909
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$763K -$1.58M 2 0.04% Reduced
910
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$757K -$32.8K 4 0.11% Reduced
911
IIM
Ironwood Investment Management
Massachusetts
$754K $0 1 0.55% Maintained
912
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$754K -$22.9K 1 0.15% Reduced
913
CC
CQS Cayman
Cayman Islands
$750K +$512K 1 0.06% Increased
914
SH
Svenska Handelsbanken
Sweden
$750K $0 1 0.04% Maintained
915
Laurion Capital Management
Laurion Capital Management
New York
$742K +$169K 1 0.01% Increased
916
CCP
Corient Capital Partners
California
$740K -$105K 1 0.13% Reduced
917
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$734K +$156K 1 0.01% Increased
918
First Allied Advisory Services
First Allied Advisory Services
California
$731K +$34.3K 1 0.04% Increased
919
CP
Camelot Portfolios
Ohio
$727K +$23.3K 1 0.38% Increased
920
AT
Argent Trust
Texas
$726K +$14.1K 1 0.21% Increased
921
Jones Financial Companies
Jones Financial Companies
Missouri
$722K -$124K 1 0% Reduced
922
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$714K +$9.41K 1 0.05% Increased
923
IPC
Independent Portfolio Consultants
Florida
$714K -$97.3K 3 0.23% Reduced
924
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$707K +$173K 1 0.45% Increased
925
EAM
Evanson Asset Management
California
$703K +$642K 1 0.2% New