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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
1076
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$342K -$24.9K 1 0% Reduced
1077
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$337K +$16.3K 1 0.25% Increased
1078
ARMT
Amica Retiree Medical Trust
Rhode Island
$336K $0 2 0.29% Maintained
1079
MAA
Mraz Amerine & Associates
California
$336K $0 1 0.12% Maintained
1080
PCA
Peddock Capital Advisors
Massachusetts
$336K $0 1 0.25% Maintained
1081
SCM
Schnieders Capital Management
California
$335K +$19.3K 1 0.2% Increased
1082
AIA
Affinity Investment Advisors
California
$333K -$10.1M 1 0.03% Reduced
1083
VIM
Veritas Investment Management
United Kingdom
$326K +$39.7K 1 0.06% Increased
1084
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$324K +$72.3K 1 0.04% Increased
1085
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$322K $0 2 0.01% Maintained
1086
BCM
Buckhead Capital Management
Georgia
$319K $0 1 0.06% Maintained
1087
BCM
Birmingham Capital Management
Alabama
$317K $0 1 0.13% Maintained
1088
SKK
Shepherd Kaplan Krochuk
Massachusetts
$317K +$272K 1 0.1% Increased
1089
PAM
PartnerRe Asset Management
Connecticut
$314K +$3.61K 2 0.16% Increased
1090
WSA
Wall Street Associates
California
$314K -$6.81K 1 0.13% Reduced
1091
CICI
Capital Investment Counsel Inc
North Carolina
$313K -$18.1K 1 0.16% Reduced
1092
IMAS
ID Management A/S
Denmark
$313K $0 1 0.1% Maintained
1093
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$309K -$131K 1 0.02% Reduced
1094
CONA
Capital One National Association
New York
$308K +$288K 1 0.03% New
1095
HCS
Harvest Capital Strategies
California
$308K +$219K 1 0.04% New
1096
WA
WFG Advisors
Texas
$301K +$84K 2 0.09% Increased
1097
AW
Alpha Windward
Massachusetts
$299K -$7.7K 1 0.21% Reduced
1098
RCAG
Rehmann Capital Advisory Group
Michigan
$298K +$3.04K 1 0.06% Increased
1099
TWI
Thomas White International
Illinois
$297K $0 1 0.04% Maintained
1100
SSWM
Sheets Smith Wealth Management
North Carolina
$295K -$1.62M 1 0.09% Reduced