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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

Bitcoin Miners Corporate Crypto Treasuries Crypto Exchanges Stablecoin Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1151	QC QCM Cayman Houston, Texas	$208K	+$195K	1	0.14%	New
1152	Edmond de Rothschild Asset Management (France) Paris, France	$206K	+$146K	1	0.01%	New
1153	Chicago Partners Investment Group Chicago, Illinois	$204K	-$126K	1	0.11%	Reduced
1154	RIL Rothschild Investment LLC Chicago, Illinois	$204K	+$185K	1	0.03%	New
1155	FHC First Heartland Consultants Lake St. Louis, Missouri	$203K	+$190K	1	0.08%	New
1156	Global X Management Company New York	$203K	+$168K	3	0.01%	Increased
1157	DCM DAFNA Capital Management Los Angeles, California	$201K	$0	1	0.17%	Maintained
1158	Evercore Wealth Management New York	$196K	$0	1	0.01%	Maintained
1159	Geneos Wealth Management Englewood, Colorado	$185K	+$170K	4	0.03%	New
1160	O'Shaughnessy Asset Management Stamford, Connecticut	$177K	+$5.24K	3	0%	Increased
1161	GLI Guardian Life Insurance New York	$171K	-$45.1K	2	0.02%	Reduced
1162	Capital Guardian Trust Los Angeles, California	$169K	-$126K	2	0%	Reduced
1163	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$163K	+$153K	1	0.02%	New
1164	B Bellecapital Zurich, Switzerland	$153K	$0	1	0.2%	Maintained
1165	SC SRB Corp Boston, Massachusetts	$153K	+$23.7K	1	0.02%	Increased
1166	LNB Ledyard National Bank	$149K	-$25.6K	3	0.03%	Reduced
1167	TCM Tradewinds Capital Management Bellingham, Washington	$146K	+$5.42K	1	0.1%	Increased
1168	First Horizon Advisors Memphis, Tennessee	$143K	+$33.6K	3	0.02%	Increased
1169	QI Qualcomm Inc San Diego, California	$143K	$0	1	0.02%	Maintained
1170	Shinko Asset Management Company Tokyo, Japan	$140K	-$6.61K	3	0%	Reduced
1171	PG Patten Group Chattanooga, Tennessee	$139K	+$43.4K	1	0.07%	Increased
1172	AssetMark Inc Concord, California	$138K	+$8.44K	4	0%	Increased
1173	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$136K	+$23.9K	4	0.06%	Increased
1174	PFS Physicians Financial Services Raleigh, North Carolina	$136K	+$8.11K	2	0.12%	Increased
1175	PCM Perkins Capital Management Wayzata, Minnesota	$134K	-$13.9K	1	0.17%	Reduced