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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
951	SSG Summit Securities Group New York	$548K	-$109K	1	0.29%	Reduced
952	AT Argent Trust San Antonio, Texas	$547K	-$8.79K	1	0.17%	Reduced
953	QIM Quantitative Investment Management Charlottesville, Virginia	$547K	-$1.23M	1	0.03%	Reduced
954	UM Ulysses Management New York	$547K	$0	1	0.06%	Maintained
955	TCOV Trust Company of Vermont Brattleboro, Vermont	$546K	+$16.7K	2	0.07%	Increased
956	LW Linscomb Wealth Houston, Texas	$545K	+$14.8K	1	0.05%	Increased
957	AP Advisor Partners Walnut Creek, California	$539K	+$8.64K	1	0.19%	Increased
958	BOC Barbara Oil Co Chicago, Illinois	$537K	+$200K	1	0.43%	Increased
959	Pinnacle Associates New York	$537K	+$118K	1	0.01%	Increased
960	SI SII Investments Appleton, Wisconsin	$536K	-$53.6K	1	0.04%	Reduced
961	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$533K	+$44.3K	2	0.93%	Increased
962	ZAM Zevin Asset Management Boston, Massachusetts	$532K	$0	1	0.15%	Maintained
963	QCMC Quantum Capital Management (California) San Francisco, California	$531K	-$920K	1	0.08%	Reduced
964	PA Probity Advisors Dallas, Texas	$524K	+$549K	1	0.23%	New
965	Duff & Phelps Investment Management Chicago, Illinois	$522K	-$14.9K	1	0.01%	Reduced
966	NCM Nebula Capital Management Stamford, Connecticut	$516K	-$5.12M	1	4.09%	Reduced
967	BCM Bayesian Capital Management Brooklyn, New York	$515K	-$777K	1	0.31%	Reduced
968	CCA Checchi Capital Advisers Beverly Hills, California	$514K	+$27.6K	4	0.06%	Increased
969	BFG Beacon Financial Group Dallas, Texas	$511K	+$31K	1	0.11%	Increased
970	RHBC R.H. Bluestein & Co Birmingham, Michigan	$511K	-$144K	2	0.04%	Reduced
971	SCM Salem Capital Management Woburn, Massachusetts	$508K	+$169K	1	0.29%	Increased
972	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$503K	+$527K	1	0.03%	New
973	MFW Mosaic Family Wealth St. Louis, Missouri	$500K	+$413K	2	0.24%	Increased
974	CIM CenturyLink Investment Management Denver, Colorado	$499K	$0	1	0.18%	Maintained
975	IFS Ifrah Financial Services Little Rock, Arkansas	$498K	-$9.93K	1	0.2%	Reduced