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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
BCM
Beryl Capital Management
California
$11.1M -$21.5M 2 0.57% Reduced
902
Diversified Trust
Diversified Trust
Tennessee
$11.1M +$1.91M 4 0.36% Increased
903
CH
CVI Holdings
Delaware
$11M -$15.2M 5 0.73% Reduced
904
TWM
TLW Wealth Management
Florida
$11M +$599K 1 5.88% Increased
905
Congress Wealth Management
Congress Wealth Management
Massachusetts
$11M +$12.6M 2 0.22% New
906
CIS
Connors Investor Services
Pennsylvania
$11M +$68.2K 1 1.08% Increased
907
TCOV
Trust Company of Vermont
Vermont
$11M +$923K 4 0.69% Increased
908
RAM
Roanoke Asset Management
New Jersey
$10.9M -$89.6K 1 3.61% Reduced
909
AGM
Alpine Global Management
New York
$10.8M +$15M 10 1.58% Increased
910
DP
Dundas Partners
United Kingdom
$10.8M +$758K 1 1.35% Increased
911
FTCM
Fir Tree Capital Management
New York
$10.8M +$4.41M 1 0.29% Increased
912
HIA
Harbor Investment Advisory
Maryland
$10.8M +$34.5K 3 1.36% Increased
913
T2I
Turim 21 Investimentos
Brazil
$10.7M +$16.8M 2 4.68% Increased
914
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$10.7M +$1.95M 3 0.04% Increased
915
Walleye Capital
Walleye Capital
New York
$10.6M +$9.59M 7 0.33% Increased
916
IP
Intellectus Partners
California
$10.6M +$1.3M 3 2.7% Increased
917
SEC
Seven Eight Capital
New York
$10.6M -$5.01M 6 1.9% Reduced
918
WAS
Wesleyan Assurance Society
United Kingdom
$10.6M +$3.46M 1 1.25% Increased
919
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$10.5M -$322K 9 0.75% Reduced
920
LIM
Lathrop Investment Management
Arkansas
$10.5M -$467K 1 2.06% Reduced
921
JEST
JTC Employer Solutions Trustee
Jersey
$10.5M $0 2 1.29% Maintained
922
AAM
Autus Asset Management
Arizona
$10.4M +$284K 1 1.05% Increased
923
AC
Ayrton Capital
Connecticut
$10.4M +$15M 2 9.66% New
924
SFI
Siemens Fonds Invest
Germany
$10.3M +$1.47M 3 0.68% Increased
925
Avantax Advisory Services
Avantax Advisory Services
Texas
$10.3M -$529K 4 0.15% Reduced