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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	LW Linscomb Wealth Houston, Texas	$610K	+$8.16K	1	0.06%	Increased
952	Level Four Advisory Services Dallas, Texas	$604K	+$615K	1	0.08%	New
953	Commerce Bank Kansas City, Missouri	$600K	-$98.7K	1	0.01%	Reduced
954	KPF K2 Principal Fund Toronto, Ontario, Canada	$592K	-$1.81M	1	0.06%	Reduced
955	PAWC P.A.W. Capital Greenwich, Connecticut	$592K	$0	1	0.67%	Maintained
956	Simplicity Solutions Minneapolis, Minnesota	$584K	+$570K	2	0.13%	New
957	ZAM Zevin Asset Management Boston, Massachusetts	$584K	+$6.03K	1	0.15%	Increased
958	WI Wintrust Investments Chicago, Illinois	$583K	-$37.8K	1	0.24%	Reduced
959	NG NatWest Group Edinburgh, Scotland, United Kingdom	$582K	+$175K	1	0.15%	Increased
960	PA Probity Advisors Dallas, Texas	$578K	-$4.14K	1	0.24%	Reduced
961	AP Advisor Partners Walnut Creek, California	$576K	+$12.3K	1	0.17%	Increased
962	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$572K	-$20.1K	1	0.42%	Reduced
963	Global X Management Company New York	$568K	+$53.8K	3	0.03%	Increased
964	FBT First Bank & Trust Brookings, South Dakota	$560K	+$570K	1	0.51%	New
965	WCA Westover Capital Advisors Wilmington, Delaware	$556K	+$504K	1	0.4%	New
966	Kornitzer Capital Management Shawnee Mission, Kansas	$555K	$0	1	0.01%	Maintained
967	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$554K	-$445K	1	0.43%	Reduced
968	Duff & Phelps Investment Management Chicago, Illinois	$550K	-$5.22K	1	0.01%	Reduced
969	IFM Investors Melbourne, Australia	$547K	+$557K	1	0.26%	New
970	SC US (TTGP) Menlo Park, California	$546K	+$499K	1	0.29%	New
971	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$544K	$0	1	0.2%	Maintained
972	CS Comerica Securities Detroit, Michigan	$541K	+$18.9K	1	0.13%	Increased
973	FCM Flinton Capital Management Philadelphia, Pennsylvania	$538K	+$525K	2	0.02%	New
974	TC TFS Capital West Chester, Pennsylvania	$526K	-$440K	2	0.14%	Reduced
975	Wolverine Asset Management Chicago, Illinois	$523K	$0	1	0.01%	Maintained