← 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
1126
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$332K -$33.8K 1 0.04% Reduced
1127
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$331K $0 1 0.05% Maintained
1128
HS
HighVista Strategies
Massachusetts
$330K +$326K 1 0.08% New
1129
SouthState Corp
SouthState Corp
Florida
$329K -$116K 1 0.04% Reduced
1130
BBA
BLB&B Advisors
Pennsylvania
$324K $0 1 0.05% Maintained
1131
NFG
Next Financial Group
Texas
$323K +$108K 3 0.08% Increased
1132
QIM
Quest Investment Management
Oregon
$322K $0 1 0.04% Maintained
1133
MCM
Manchester Capital Management
Vermont
$319K $0 1 0.05% Maintained
1134
CONA
Capital One National Association
New York
$316K -$588K 1 0.02% Reduced
1135
Capital Investment Advisors
Capital Investment Advisors
Georgia
$314K $0 1 0.02% Maintained
1136
NBC
Neuberger Berman Canada
Ontario, Canada
$311K +$285K 1 0.06% New
1137
NSB
Norway Savings Bank
Maine
$311K +$23.8K 1 0.3% Increased
1138
Brighton Jones LLC
Brighton Jones LLC
Washington
$309K +$283K 1 0.04% New
1139
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$307K -$18.2K 2 0.01% Reduced
1140
SM
Sciencast Management
New Jersey
$307K -$216K 1 0.17% Reduced
1141
TPWA
TRUE Private Wealth Advisors
Oregon
$306K +$280K 1 0.07% New
1142
CT
Coastline Trust
Rhode Island
$303K +$317K 1 0.05% New
1143
PL
Parkwood LLC
Ohio
$302K +$53.9K 1 0.05% Increased
1144
BWA
BDO Wealth Advisors
Florida
$298K +$272K 1 0.13% New
1145
HCM
Highlander Capital Management
New Jersey
$296K +$73.7K 1 0.23% Increased
1146
HCM
Howland Capital Management
Massachusetts
$296K $0 1 0.03% Maintained
1147
FMLI
Fukoku Mutual Life Insurance
Japan
$295K $0 1 0.04% Maintained
1148
MCM
MV Capital Management
Maryland
$293K -$8.79K 2 0.09% Reduced
1149
TBA
Train Babcock Advisors
New York
$292K +$4.23K 1 0.13% Increased
1150
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
$290K +$265K 1 0.17% New