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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
BOC
Barbara Oil Co
Illinois
$551K $0 1 0.38% Maintained
1052
NPA
Nichols & Pratt Advisers
Massachusetts
$550K $0 1 0.05% Maintained
1053
SCM
Schnieders Capital Management
California
$550K +$31.4K 1 0.24% Increased
1054
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$545K -$56.9K 1 0.01% Reduced
1055
CAM
ClariVest Asset Management
California
$540K +$2.05K 1 0.01% Increased
1056
MAA
Mraz Amerine & Associates
California
$535K -$15K 1 0.17% Reduced
1057
Smithfield Trust
Smithfield Trust
Pennsylvania
$534K +$64.5K 1 0.07% Increased
1058
PHAM
Palisades Hudson Asset Management
Florida
$531K -$17.8K 2 0.3% Reduced
1059
FIM
Freedom Investment Management
Connecticut
$528K +$76.5K 1 0.03% Increased
1060
PAM
Private Asset Management
California
$528K +$180K 1 0.09% Increased
1061
FIM
Fernwood Investment Management
Massachusetts
$526K -$89.9K 1 0.33% Reduced
1062
QCMC
Quantum Capital Management (California)
California
$526K +$3.53K 1 0.12% Increased
1063
Cetera Advisor Networks
Cetera Advisor Networks
California
$525K -$22.3K 1 0.02% Reduced
1064
GC
Gratry & Company
Ohio
$525K +$492K 1 0.64% New
1065
AB
AT Bancorp
Iowa
$521K $0 1 0.06% Maintained
1066
RIM
Regent Investment Management
Kentucky
$519K $0 1 0.17% Maintained
1067
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$517K +$13.8K 1 0.08% Increased
1068
EI
EAM Investors
California
$515K +$533K 1 0.07% New
1069
BWM
BerganKDV Wealth Management
Minnesota
$510K +$477K 1 0.13% New
1070
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$508K +$494K 2 0.32% New
1071
LSA
L & S Advisors
California
$505K -$202K 1 0.08% Reduced
1072
CPO
Cerity Partners OCIO
New York
$503K -$34.6K 1 0.03% Reduced
1073
DSI
Daiwa SB Investments
Japan
$500K -$907K 1 0.14% Reduced
1074
BCM
Birmingham Capital Management
Alabama
$499K $0 1 0.2% Maintained
1075
Highbridge Capital Management
Highbridge Capital Management
New York
$499K -$1.83M 1 0.01% Reduced