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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
QSS
Quantitative Systematic Strategies
Florida
$460K -$61.6K 1 0.12% Reduced
1002
HF
Hoxton Financial
West Virginia
$458K -$13K 1 0.22% Reduced
1003
BSB
Bangor Savings Bank
Maine
$454K -$254K 1 0.11% Reduced
1004
BAM
Brave Asset Management
New Jersey
$453K $0 1 0.31% Maintained
1005
RCM
Rotella Capital Management
Washington
$449K -$297K 2 0.4% Reduced
1006
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$449K +$437K 1 0.01% New
1007
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$448K +$436K 1 0.18% New
1008
MMPW
Mitchell McLeod Pugh & Williams
Alabama
$445K +$3.14K 1 0.44% Increased
1009
Pinnacle Associates
Pinnacle Associates
New York
$440K -$16.2K 1 0.01% Reduced
1010
AWM
Altavista Wealth Management
North Carolina
$439K +$427K 1 0.26% New
1011
BCM
BTR Capital Management
California
$439K -$42.3K 1 0.1% Reduced
1012
Wedge Capital Management
Wedge Capital Management
North Carolina
$435K +$113K 1 0% Increased
1013
IAA
Ironsides Asset Advisors
North Carolina
$432K +$9.67K 1 0.12% Increased
1014
IR
Invictus RG
Bermuda
$430K +$591K 2 0.41% New
1015
RGC
Roberts, Glore & Co
Illinois
$426K -$11.5K 1 0.32% Reduced
1016
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$421K -$21.8K 1 0.03% Reduced
1017
CCA
Checchi Capital Advisers
California
$410K +$399K 1 0.1% New
1018
Westfield Capital Management
Westfield Capital Management
Massachusetts
$409K +$399K 1 0% New
1019
Welch & Forbes
Welch & Forbes
Massachusetts
$402K +$17.3K 1 0.01% Increased
1020
FMA
Fiduciary Management Associates
Illinois
$400K -$45.3K 1 0.02% Reduced
1021
OMCS
Old Mutual Customised Solutions
South Africa
$400K $0 2 0.1% Maintained
1022
NPT
Nixon Peabody Trust
Massachusetts
$391K +$381K 1 0.36% New
1023
FIM
Fernwood Investment Management
Massachusetts
$390K $0 1 0.33% Maintained
1024
Gradient Investments
Gradient Investments
Minnesota
$387K -$24.6K 2 0.05% Reduced
1025
PCM
Piermont Capital Management
Missouri
$385K -$27.3K 1 0.12% Reduced