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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
1001
Metis Global Partners
Metis Global Partners
California
$6.12M -$872K 5 0.14% Reduced
1002
AIM
Advyzon Investment Management
Illinois
$6.11M +$4.77M 5 0.44% Increased
1003
AWS
Arkfeld Wealth Strategies
Nebraska
$6.1M +$52.1K 2 1.83% Increased
1004
IFM
ION Fund Management
$6.08M -$1.36M 1 0.39% Reduced
1005
SCM
Step Capital Management
$6.06M -$15.1M 3 1.31% Reduced
1006
PCM
Pinnbrook Capital Management
New York
$6.04M +$5.1M 2 0.64% New
1007
HCA
Harbour Capital Advisors
Virginia
$6.03M -$595K 4 1.1% Reduced
1008
ROC
Robertson Opportunity Capital
Texas
$6M $0 1 2.33% Maintained
1009
Allworth Financial
Allworth Financial
California
$6M -$513K 49 0.03% Reduced
1010
DJSG
D.J. St. Germain
Massachusetts
$5.99M -$150K 7 0.22% Reduced
1011
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$5.96M +$1.31M 9 0.03% Increased
1012
SCA
Sippican Capital Advisors
Massachusetts
$5.95M -$135K 4 3.63% Reduced
1013
GGS
Galvin Gaustad & Stein
Arizona
$5.92M +$8.61M 1 0.44% Increased
1014
WAS
Wesleyan Assurance Society
United Kingdom
$5.91M $0 1 0.3% Maintained
1015
MAM
Morse Asset Management
Connecticut
$5.88M +$566K 10 0.97% Increased
1016
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.87M +$832K 6 0.19% Increased
1017
6CM
683 Capital Management
New York
$5.84M -$215K 3 0.29% Reduced
1018
OL
Optas LLC
Texas
$5.84M +$52.2K 3 0.82% Increased
1019
GAMMA Investing
GAMMA Investing
California
$5.81M +$55.1K 31 0.22% Increased
1020
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$5.8M -$9.05M 2 0.09% Reduced
1021
NIM
Niles Investment Management
Florida
$5.77M +$4.82M 1 4.68% New
1022
SAM
Silverback Asset Management
North Carolina
$5.75M -$690K 2 0.62% Reduced
1023
Brighton Jones LLC
Brighton Jones LLC
Washington
$5.74M -$529K 9 0.11% Reduced
1024
MSA
MUFG Securities Americas
New York
$5.74M +$377K 4 0.29% Increased
1025
FC
Farringdon Capital
United Kingdom
$5.72M +$731K 2 2.84% Increased