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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
SSA
South Street Advisors
New York
$514K $0 1 0.17% Maintained
1002
CIC
Cornercap Investment Counsel
Georgia
$510K $0 1 0.1% Maintained
1003
ABFS
Appropriate Balance Financial Services
Washington
$509K +$477K 1 0.35% New
1004
CFP
Cornerstone Financial Partners
North Carolina
$503K +$473K 1 0.19% New
1005
CAM
Carret Asset Management
New York
$501K -$81.9K 1 0.11% Reduced
1006
NIC
Northwest Investment Counselors
Oregon
$500K -$49.1K 1 0.28% Reduced
1007
MYAM
Meiji Yasuda Asset Management
Japan
$490K -$20.3K 1 0.11% Reduced
1008
BSB
Bangor Savings Bank
Maine
$487K +$2.31K 1 0.12% Increased
1009
CAM
Centre Asset Management
New York
$486K -$218K 1 0.08% Reduced
1010
Horizon Investments
Horizon Investments
North Carolina
$485K +$454K 1 0.04% New
1011
CCT
Capital City Trust
Florida
$477K -$201K 1 0.19% Reduced
1012
FP
FDO Partners
Massachusetts
$475K +$132K 1 0.31% Increased
1013
MMPW
Mitchell McLeod Pugh & Williams
Alabama
$474K $0 1 0.46% Maintained
1014
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$473K -$5.42K 1 0.01% Reduced
1015
HC
Henshaw Capital
Massachusetts
$470K +$471K 1 0.06% New
1016
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$470K +$210K 2 0.09% Increased
1017
SIM
Spark Investment Management
New York
$470K +$173K 2 0.05% Increased
1018
BCM
BTR Capital Management
California
$468K $0 1 0.11% Maintained
1019
FL
Fort LP
Maryland
$467K +$423K 1 0.2% New
1020
BSPF
British Steel Pension Fund
United Kingdom
$463K -$29K 1 0.05% Reduced
1021
IAA
Ironsides Asset Advisors
North Carolina
$462K +$2.02K 1 0.12% Increased
1022
AIM
Advantage Investment Management
Iowa
$456K +$57.8K 2 0.2% Increased
1023
AIM
Acrospire Investment Management
Illinois
$452K +$412K 4 0.31% New
1024
BBA
Baker Bros. Advisors
New York
$452K $0 1 0% Maintained
1025
RGC
Roberts, Glore & Co
Illinois
$449K -$4.88K 1 0.34% Reduced