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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
Alpha Cubed Investments
Alpha Cubed Investments
California
$843K +$360K 1 0.13% Increased
977
AIM
Assured Investment Management
New York
$842K -$1.38M 2 0.02% Reduced
978
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$841K +$19.9K 1 0.05% Increased
979
UR
USCA RIA
Texas
$840K $0 1 0.11% Maintained
980
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$833K +$780K 1 0.03% New
981
TIAA FSB
TIAA FSB
Florida
$830K -$182K 1 0.01% Reduced
982
Fiduciary Trust
Fiduciary Trust
Massachusetts
$824K -$15K 1 0.03% Reduced
983
CAM
Cubic Asset Management
Massachusetts
$815K $0 1 0.23% Maintained
984
SCP
Syntal Capital Partners
Texas
$811K +$759K 1 0.58% New
985
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$807K $0 1 0.01% Maintained
986
TAA
TB Alternative Assets
Cayman Islands
$807K +$755K 1 0.29% New
987
AIM
Advantage Investment Management
Iowa
$805K +$122K 2 0.26% Increased
988
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$793K +$102K 3 0.02% Increased
989
SBA
Seven Bridges Advisors
New York
$793K +$203K 2 0.67% Increased
990
MMPW
Mitchell McLeod Pugh & Williams
Alabama
$787K $0 1 0.58% Maintained
991
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$786K +$366K 1 0.12% Increased
992
Welch & Forbes
Welch & Forbes
Massachusetts
$776K -$4.49K 1 0.02% Reduced
993
Swiss Life Asset Management
Swiss Life Asset Management
$774K -$404K 1 0.02% Reduced
994
CAM
Concorde Asset Management
Michigan
$766K +$144K 1 0.66% Increased
995
PRHC
P.R. Herzig & Co
New York
$763K +$72.5K 1 1.48% Increased
996
WI
Wintrust Investments
Illinois
$761K -$138K 1 0.19% Reduced
997
Wolverine Asset Management
Wolverine Asset Management
Illinois
$761K +$265K 2 0.01% Increased
998
CC
Clearline Capital
New York
$757K +$862K 1 0.55% New
999
ATC
Argent Trust Co
Tennessee
$755K -$991K 1 0.3% Reduced
1000
CIM
CenturyLink Investment Management
Colorado
$737K +$59.6K 1 0.24% Increased