← All themes

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
RG
Rikoon Group
New Mexico
$357K +$20.5K 1 0.16% Increased
1052
MIM
Miller Investment Management
Pennsylvania
$356K -$35.9K 1 0.12% Reduced
1053
TSWM
Triangle Securities Wealth Management
North Carolina
$354K $0 1 0.24% Maintained
1054
NIC
Northwest Investment Counselors
Oregon
$352K -$35.7K 1 0.18% Reduced
1055
IR
Invictus RG
Bermuda
$351K +$56.2K 1 0.24% Increased
1056
MAA
Mraz Amerine & Associates
California
$344K $0 1 0.11% Maintained
1057
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$344K -$12.1K 1 0.21% Reduced
1058
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$340K $0 1 0% Maintained
1059
PCM
Princeton Capital Management
New Jersey
$340K -$1.06M 1 0.49% Reduced
1060
AWA
Arete Wealth Advisors
Illinois
$339K +$331K 1 0.16% New
1061
FIM
Freedom Investment Management
Connecticut
$334K +$326K 1 0.02% New
1062
FC
FIC Capital
New York
$331K +$3.86K 1 0.17% Increased
1063
Gradient Investments
Gradient Investments
Minnesota
$329K -$3.94K 1 0.03% Reduced
1064
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$324K $0 1 0.05% Maintained
1065
PCMM
Private Capital Management (Minnesota)
Minnesota
$324K -$24.1K 1 0.36% Reduced
1066
AA
Apriem Advisors
California
$321K +$118K 2 0.1% Increased
1067
RIM
Regent Investment Management
Kentucky
$320K -$50.2K 1 0.16% Reduced
1068
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$319K +$325K 1 0.07% New
1069
FRM
Fox Run Management
Connecticut
$316K -$76.4K 1 0.17% Reduced
1070
AWM
Altavista Wealth Management
North Carolina
$315K -$84.4K 1 0.17% Reduced
1071
ARMT
Amica Retiree Medical Trust
Rhode Island
$311K $0 1 0.25% Maintained
1072
WTB
Washington Trust Bank
Washington
$310K +$89.1K 2 0.07% Increased
1073
BCM
Birmingham Capital Management
Alabama
$308K -$16.1K 1 0.13% Reduced
1074
RCAG
Rehmann Capital Advisory Group
Michigan
$307K +$58.9K 1 0.06% Increased
1075
SCM
Schnieders Capital Management
California
$303K $0 1 0.16% Maintained