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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
976
LCM
Leisure Capital Management
California
$579K $0 1 0.57% Maintained
977
SI
Shaker Investments
Ohio
$579K +$542K 1 0.55% New
978
UM
Ulysses Management
New York
$579K +$542K 1 0.06% New
979
FMBTD
First Midwest Bank Trust Division
Illinois
$576K -$1.36K 1 0.08% Reduced
980
BA
Boston Advisors
Massachusetts
$573K -$258K 1 0.01% Reduced
981
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$567K -$131K 1 0.01% Reduced
982
USGIU
U.S. Global Investors (USGI)
Texas
$567K +$342K 1 0.3% Increased
983
QSS
Quantitative Systematic Strategies
Florida
$566K +$64.1K 1 0.22% Increased
984
ZAM
Zevin Asset Management
Massachusetts
$562K +$18.1K 1 0.16% Increased
985
AP
Advisor Partners
California
$561K -$42.7K 1 0.21% Reduced
986
LW
Linscomb Wealth
Texas
$561K -$26.1K 1 0.06% Reduced
987
TCOV
Trust Company of Vermont
Vermont
$560K -$487K 1 0.08% Reduced
988
DCM
Dynamic Capital Management
Jersey
$558K +$503K 1 0.21% New
989
PRA
Parametric Risk Advisors
Connecticut
$552K +$517K 1 0.04% New
990
SA
Steadfast Advisors
New York
$546K +$495K 1 0.32% New
991
MC
Miles Capital
Iowa
$530K -$6K 1 0.36% Reduced
992
Sigma Planning Corp
Sigma Planning Corp
Michigan
$528K +$165K 1 0.07% Increased
993
BFG
Beacon Financial Group
Texas
$526K -$12.2K 1 0.11% Reduced
994
JT
Jump Trading
Illinois
$526K -$344K 2 0.02% Reduced
995
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$524K +$44.2K 1 0.21% Increased
996
TYCC
Texas Yale Capital Corp
Florida
$522K $0 1 0.05% Maintained
997
CCA
Checchi Capital Advisers
California
$521K +$79.3K 4 0.12% Increased
998
Wedge Capital Management
Wedge Capital Management
North Carolina
$519K +$23.7K 1 0.01% Increased
999
Silvercrest Asset Management
Silvercrest Asset Management
New York
$518K +$16.3K 1 0.01% Increased
1000
IR
Invictus RG
Bermuda
$514K +$23.6K 2 0.62% Increased