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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
951
FC
Fulcrum Capital
Washington
$9.7M +$298K 1 2.11% Increased
952
PWP
Pursue Wealth Partners
California
$9.7M +$12.7M 2 3.76% New
953
Vision Capital Management
Vision Capital Management
Oregon
$9.7M +$627K 1 1.45% Increased
954
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$9.7M -$6.15M 3 0.28% Reduced
955
Consolidated Investment Group
Consolidated Investment Group
Colorado
$9.6M $0 1 1.53% Maintained
956
PFM
Parsec Financial Management
North Carolina
$9.6M +$486K 1 0.4% Increased
957
FAIM
Financial Advocates Investment Management
Washington
$9.44M +$1.71M 9 0.59% Increased
958
JGC
J. Goldman & Co
New York
$9.44M -$931K 2 0.52% Reduced
959
Novare Capital Management
Novare Capital Management
North Carolina
$9.44M +$249K 2 0.96% Increased
960
BVF Inc
BVF Inc
California
$9.43M $0 1 0.34% Maintained
961
PenderFund Capital Management
PenderFund Capital Management
British Columbia, Canada
$9.43M +$546K 3 2.14% Increased
962
Ally Financial
Ally Financial
Michigan
$9.43M +$7.57M 1 0.86% Increased
963
E
Ergoteles
New York
$9.41M -$15.3M 5 0.37% Reduced
964
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$9.4M -$10.7M 4 0.25% Reduced
965
Ninety One North America
Ninety One North America
New York
$9.39M -$171K 1 0.33% Reduced
966
MC
Montag & Caldwell
Georgia
$9.34M -$7.54M 1 0.9% Reduced
967
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$9.3M $0 1 0.6% Maintained
968
ETCM
Evolutionary Tree Capital Management
Virginia
$9.27M +$4.74M 2 4.45% Increased
969
MIP
Marietta Investment Partners
Wisconsin
$9.27M +$167K 2 1.96% Increased
970
Palisade Capital Management
Palisade Capital Management
New Jersey
$9.25M +$352K 2 0.19% Increased
971
Sit Investment Associates
Sit Investment Associates
Minnesota
$9.25M +$1.03M 1 0.22% Increased
972
VIA
Vantis Investment Advisers
Florida
$9.24M +$9.33M 2 9.57% Increased
973
Wolverine Asset Management
Wolverine Asset Management
Illinois
$9.24M +$5.93M 4 0.09% Increased
974
Oak Ridge Investments
Oak Ridge Investments
Illinois
$9.23M -$199K 2 0.78% Reduced
975
Geneos Wealth Management
Geneos Wealth Management
Colorado
$9.2M +$3.91M 13 0.35% Increased