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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
926	Pinnacle Associates New York	$10.3M	+$2.36M	4	0.18%	Increased
927	KeyBank National Association Cleveland, Ohio	$10.2M	-$495K	4	0.04%	Reduced
928	Capital Planning Advisors Roseville, California	$10.2M	-$66K	2	1.94%	Reduced
929	Institute for Wealth Management Denver, Colorado	$10.2M	+$204K	2	1.66%	Increased
930	MUFG Americas New York	$10.1M	+$5.11M	3	0.19%	Increased
931	DCM Dupont Capital Management Wilmington, Delaware	$10.1M	-$6.59M	4	0.36%	Reduced
932	Moors & Cabot Boston, Massachusetts	$10.1M	+$3.22M	4	0.62%	Increased
933	Cambiar Investors Denver, Colorado	$10M	-$2.59M	1	0.35%	Reduced
934	Magnetar Financial Evanston, Illinois	$10M	+$6.76M	8	0.1%	Increased
935	Great Valley Advisor Group Wilmington, Delaware	$10M	+$1.16M	3	0.62%	Increased
936	Welch & Forbes Boston, Massachusetts	$10M	+$956K	2	0.15%	Increased
937	SCM Sitrin Capital Management Century City, California	$10M	+$69.7K	2	4.7%	Increased
938	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$10M	+$538K	3	0.35%	Increased
939	Melqart Asset Management London, United Kingdom	$10M	+$8.1M	1	0.51%	Increased
940	EAMA EFG Asset Management (Americas) Miami, Florida	$10M	-$36K	2	1.67%	Reduced
941	Electron Capital Partners New York	$10M	+$14.5M	1	0.51%	New
942	Hennessy Advisors Inc Novato, California	$10M	+$4.15M	4	0.57%	Increased
943	Veritable Wilmington, Delaware	$9.9M	-$179K	5	0.15%	Reduced
944	Grassi Investment Management Santa Clara, California	$9.9M	+$25K	2	0.99%	Increased
945	Optas LLC Austin, Texas	$9.9M	+$18.2K	2	2.8%	Increased
946	MS Madden Securities Dallas, Texas	$9.9M	+$4.07M	3	4.63%	Increased
947	Fagan Associates Troy, New York	$9.9M	+$7.38M	4	1.87%	Increased
948	Pier Capital Stamford, Connecticut	$9.9M	-$2.05M	2	1.04%	Reduced
949	Regions Financial Corp Birmingham, Alabama	$9.8M	-$340K	3	0.08%	Reduced
950	Prio Wealth Limited Partnership Boston, Massachusetts	$9.8M	+$2.66M	2	0.3%	Increased