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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
1101
ACM
Alethea Capital Management
Washington
$293K -$1.31M 1 0.33% Reduced
1102
MCM
MV Capital Management
Maryland
$293K +$145K 2 0.12% Increased
1103
VF
Virtu Financial
New York
$293K +$274K 1 0.04% New
1104
PAIA
Park Avenue Institutional Advisers
New York
$291K -$7.66K 2 0.25% Reduced
1105
HIH
HRS Investment Holdings
New York
$290K +$271K 1 0.27% New
1106
SNT
Security National Trust
West Virginia
$281K $0 1 0.11% Maintained
1107
KAM
Kassirer Asset Management
Ontario, Canada
$280K $0 1 0.25% Maintained
1108
SIG
Sky Investment Group
Connecticut
$280K $0 1 0.14% Maintained
1109
Capital Investment Advisors
Capital Investment Advisors
Georgia
$279K -$289 1 0.03% Reduced
1110
ACM
Arrow Capital Management
New York
$278K -$3.2M 1 0.31% Reduced
1111
Cetera Advisor Networks
Cetera Advisor Networks
California
$276K +$14.6K 1 0.02% Increased
1112
Smithfield Trust
Smithfield Trust
Pennsylvania
$274K $0 2 0.05% Maintained
1113
GBA
Garrison Bradford & Associates
New York
$272K $0 1 0.32% Maintained
1114
EDRE
Edmond de Rothschild (Europe)
Luxembourg
$270K -$9.39K 1 0.14% Reduced
1115
FIG
Fortress Investment Group
New York
$267K $0 1 0.01% Maintained
1116
GF
Gerstein Fisher
New York
$265K +$20.3K 1 0.04% Increased
1117
BAM
Boyar Asset Management
New York
$264K -$361 1 0.21% Reduced
1118
RCA
Rex Capital Advisors
Rhode Island
$261K $0 1 0.27% Maintained
1119
JFA
JNBA Financial Advisors
Minnesota
$260K -$28.7K 2 0.09% Reduced
1120
ACM
Alta Capital Management
Utah
$259K $0 1 0.02% Maintained
1121
VFA
Voya Financial Advisors
Connecticut
$259K +$22.9K 1 0.04% Increased
1122
Colony Group
Colony Group
Massachusetts
$255K -$104K 1 0.03% Reduced
1123
DVM
Dreman Value Management
Florida
$252K +$59.6K 1 0.03% Increased
1124
IB
Intrust Bank
Kansas
$251K -$2.38K 1 0.09% Reduced
1125
WTB
Washington Trust Bank
Washington
$251K +$29.6K 2 0.06% Increased