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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
1126
VIM
Veritas Investment Management
United Kingdom
$182K -$133K 1 0.04% Reduced
1127
EIM
Essex Investment Management
Massachusetts
$180K +$225K 1 0.03% New
1128
NFG
Next Financial Group
Texas
$174K +$71.2K 2 0.06% Increased
1129
SCM
Southport Capital Management
Tennessee
$170K +$179K 2 0.09% New
1130
Geneos Wealth Management
Geneos Wealth Management
Colorado
$166K -$791 4 0.02% Reduced
1131
PCM
Perkins Capital Management
Minnesota
$165K -$7.83K 1 0.19% Reduced
1132
PAI
Pittenger & Anderson Inc
Nebraska
$165K +$29K 2 0.02% Increased
1133
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$164K -$6.64K 2 0% Reduced
1134
Evercore Wealth Management
Evercore Wealth Management
New York
$162K -$23.9K 1 0.01% Reduced
1135
AIM
Acrospire Investment Management
Illinois
$161K -$283K 4 0.12% Reduced
1136
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$160K -$34.2K 1 0.08% Reduced
1137
Capital Guardian Trust
Capital Guardian Trust
California
$159K $0 2 0% Maintained
1138
GLI
Guardian Life Insurance
New York
$152K -$9.71K 1 0.01% Reduced
1139
ACM
Americafirst Capital Management
California
$150K +$165K 1 0.1% New
1140
IR
Invictus RG
Bermuda
$149K -$324K 3 0.16% Reduced
1141
IWMPD
Integrated Wealth Management (Palm Desert)
California
$144K +$18K 4 0.06% Increased
1142
TCM
Tradewinds Capital Management
Washington
$138K $0 1 0.1% Maintained
1143
PG
Patten Group
Tennessee
$137K +$5.93K 1 0.06% Increased
1144
QI
Qualcomm Inc
California
$135K $0 1 0.02% Maintained
1145
AssetMark Inc
AssetMark Inc
California
$134K +$3.23K 3 0% Increased
1146
PHK
Point72 Hong Kong
Hong Kong
$134K -$429K 2 0.16% Reduced
1147
Twin Tree Management
Twin Tree Management
Texas
$133K -$448K 1 0% Reduced
1148
SFG
SevenBridge Financial Group
Pennsylvania
$132K +$138K 2 0.09% New
1149
MWP
MYCIO Wealth Partners
Pennsylvania
$129K +$34.8K 2 0.02% Increased
1150
RWA
Ropes Wealth Advisors
Massachusetts
$129K +$86.5K 1 0.05% Increased