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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
1051
CAM
Cubic Asset Management
Massachusetts
$386K $0 1 0.13% Maintained
1052
BOC
Barbara Oil Co
Illinois
$381K +$381K 1 0.32% New
1053
CC
Courier Capital
New York
$372K $0 1 0.08% Maintained
1054
SCM
Salem Capital Management
Massachusetts
$367K +$343K 1 0.21% New
1055
DIA
Dean Investment Associates
Ohio
$361K +$362K 1 0.07% New
1056
RIM
Regent Investment Management
Kentucky
$361K $0 1 0.2% Maintained
1057
Welch & Forbes
Welch & Forbes
Massachusetts
$360K -$63.8K 1 0.01% Reduced
1058
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$359K +$359K 1 0.03% New
1059
HW
Hedeker Wealth
Illinois
$359K -$232K 1 0.34% Reduced
1060
AIM
Anchor Investment Management
South Carolina
$357K +$334K 1 0.15% New
1061
Gradient Investments
Gradient Investments
Minnesota
$357K -$53.7K 2 0.04% Reduced
1062
PCM
Penn Capital Management
Pennsylvania
$357K $0 1 0.02% Maintained
1063
CK
Cohen Klingenstein
New York
$355K $0 1 0.07% Maintained
1064
PCMM
Private Capital Management (Minnesota)
Minnesota
$355K +$79.5K 1 0.33% Increased
1065
Citizens Financial Group
Citizens Financial Group
Rhode Island
$354K -$17.8K 3 0.03% Reduced
1066
CAM
CMT Asset Management
Illinois
$352K -$1.62M 1 0.02% Reduced
1067
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$352K +$246K 2 0.04% Increased
1068
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$351K +$18.1K 1 0.07% Increased
1069
NO
Ninety One
South Africa
$351K +$89.4K 1 0.33% Increased
1070
SIM
Strategic Investment Management
Virginia
$350K -$295K 1 0.18% Reduced
1071
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$348K +$12.7K 1 0.03% Increased
1072
TSWM
Triangle Securities Wealth Management
North Carolina
$348K $0 1 0.23% Maintained
1073
CBB
Citizens Business Bank
California
$347K -$10.7K 1 0.07% Reduced
1074
JCP
Jabre Capital Partners
Switzerland
$347K -$12.3M 1 0.06% Reduced
1075
CC
Cedar Capital
Illinois
$345K -$4.16K 1 0.1% Reduced