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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
1026
Pinnacle Associates
Pinnacle Associates
New York
$448K -$19.2K 1 0.01% Reduced
1027
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$446K -$1.69M 1 0.01% Reduced
1028
PL
Parkwood LLC
Ohio
$440K +$399K 1 0.07% New
1029
CS
Comerica Securities
Michigan
$437K +$56.2K 1 0.1% Increased
1030
NPA
Nichols & Pratt Advisers
Massachusetts
$437K -$827K 1 0.04% Reduced
1031
OMCS
Old Mutual Customised Solutions
South Africa
$436K $0 2 0.11% Maintained
1032
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$433K +$72.4K 1 0.05% Increased
1033
Simplex Trading
Simplex Trading
Illinois
$428K -$1.05M 3 0.03% Reduced
1034
Mizuho Securities USA
Mizuho Securities USA
New York
$426K +$71.5K 1 0.1% Increased
1035
AWM
Altavista Wealth Management
North Carolina
$423K -$41.5K 1 0.24% Reduced
1036
Fiduciary Trust
Fiduciary Trust
Massachusetts
$420K -$138K 1 0.01% Reduced
1037
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$415K +$416K 1 0.01% New
1038
Jasper Ridge Partners
Jasper Ridge Partners
California
$410K +$384K 1 0.03% New
1039
Commerce Bank
Commerce Bank
Missouri
$408K -$78.4K 1 0.01% Reduced
1040
PVWM
Point View Wealth Management
New Jersey
$408K +$33.7K 1 0.26% Increased
1041
FMA
Fiduciary Management Associates
Illinois
$407K +$52.4K 1 0.03% Increased
1042
NPT
Nixon Peabody Trust
Massachusetts
$407K -$8.31K 1 0.36% Reduced
1043
FIM
Fernwood Investment Management
Massachusetts
$404K -$10.8K 1 0.41% Reduced
1044
HF
Hoxton Financial
West Virginia
$404K -$2.73K 1 0.21% Reduced
1045
ST
Sentinel Trust
Texas
$404K +$23.6K 1 0.06% Increased
1046
AIA
AIMZ Investment Advisors
California
$403K $0 1 0.37% Maintained
1047
PCM
Piermont Capital Management
Missouri
$402K +$13.8K 1 0.13% Increased
1048
Brinker Capital
Brinker Capital
Pennsylvania
$396K +$371K 1 0.03% New
1049
CB
Chemical Bank
Michigan
$392K +$30K 1 0.06% Increased
1050
BHB
Bank Hapoalim BM
Israel
$391K -$257K 1 0.09% Reduced