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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
NPT
Nixon Peabody Trust
Massachusetts
$380K -$5.73K 1 0.33% Reduced
1027
TIAA CREF Trust
TIAA CREF Trust
Missouri
$379K +$397K 1 0% New
1028
AIA
AIMZ Investment Advisors
California
$370K -$11.5K 1 0.34% Reduced
1029
Brinker Capital
Brinker Capital
Pennsylvania
$368K -$7.53K 1 0.03% Reduced
1030
FIG
Fortress Investment Group
New York
$368K $0 1 0.01% Maintained
1031
HIH
HRS Investment Holdings
New York
$365K +$95.6K 1 0.35% Increased
1032
QAM
Quantres Asset Management
Cayman Islands
$365K -$952K 1 0.23% Reduced
1033
CAM
Cubic Asset Management
Massachusetts
$363K -$1.91K 1 0.12% Reduced
1034
BHB
Bank Hapoalim BM
Israel
$362K -$8.79K 1 0.08% Reduced
1035
Welch & Forbes
Welch & Forbes
Massachusetts
$362K +$22.9K 1 0.01% Increased
1036
WMC
Westwood Management Corporation
Illinois
$362K +$452K 1 0.07% New
1037
PCA
Peddock Capital Advisors
Massachusetts
$361K +$44.9K 1 0.23% Increased
1038
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$352K +$24.6K 1 0.03% Increased
1039
SMH
Sanders Morris Harris
Texas
$349K -$1.84M 1 0.08% Reduced
1040
PVWM
Point View Wealth Management
New Jersey
$347K +$5.62K 1 0.21% Increased
1041
LA
Lucus Advisors
New York
$344K -$696K 1 0.28% Reduced
1042
KAM
Kassirer Asset Management
Ontario, Canada
$343K +$234K 1 0.16% Increased
1043
RIM
Regent Investment Management
Kentucky
$341K $0 1 0.19% Maintained
1044
HW
Hedeker Wealth
Illinois
$339K -$356K 0 – Closed
1045
CC
Courier Capital
New York
$338K -$13.9K 1 0.07% Reduced
1046
CK
Cohen Klingenstein
New York
$336K $0 1 0.06% Maintained
1047
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$336K +$18.2K 1 0.21% Increased
1048
AIM
Anchor Investment Management
South Carolina
$333K -$4.78K 1 0.13% Reduced
1049
NO
Ninety One
South Africa
$332K $0 1 0.29% Maintained
1050
First Horizon Advisors
First Horizon Advisors
Tennessee
$331K +$209K 2 0.04% Increased