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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
1176
CAM
Carret Asset Management
New York
$204K -$28.1K 1 0.04% Reduced
1177
KI
Koch Industries
Kansas
$204K +$213K 1 0.17% New
1178
SPWA
SteelBridge Private Wealth Advisors
Florida
$202K +$197K 1 0.31% New
1179
FTC
Farmers Trust Company
Ohio
$201K +$196K 1 0.07% New
1180
GA
Geneva Advisors
Illinois
$201K +$195K 1 0% New
1181
Capital Guardian Trust
Capital Guardian Trust
California
$199K -$74.8K 1 0% Reduced
1182
Evercore Wealth Management
Evercore Wealth Management
New York
$187K +$30.2K 2 0.01% Increased
1183
GLI
Guardian Life Insurance
New York
$187K +$1.59K 1 0.03% Increased
1184
NFG
Next Financial Group
Texas
$187K -$154K 2 0.05% Reduced
1185
CLM
ClearBridge LLC (Maryland)
Maryland
$182K +$25.1K 2 0% Increased
1186
BMC
Benin Management Corp
Connecticut
$180K $0 1 0.08% Maintained
1187
WTB
Washington Trust Bank
Washington
$180K -$143K 2 0.04% Reduced
1188
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$176K +$159K 1 0.02% New
1189
HCM
Highlander Capital Management
New Jersey
$176K -$18.8K 1 0.14% Reduced
1190
ACP
Aviance Capital Partners
Florida
$173K $0 1 0.06% Maintained
1191
B
Bellecapital
Switzerland
$173K $0 1 0.16% Maintained
1192
Peconic Partners
Peconic Partners
New York
$173K $0 1 0.02% Maintained
1193
FPFS
First Personal Financial Services
North Carolina
$172K +$61.9K 2 0.04% Increased
1194
Quantbot Technologies
Quantbot Technologies
New York
$172K -$1.58M 2 0.02% Reduced
1195
SM
Sabby Management
Florida
$167K -$483K 1 0.01% Reduced
1196
VIM
Veritas Investment Management
United Kingdom
$167K $0 1 0.03% Maintained
1197
PCM
Perkins Capital Management
Minnesota
$163K -$23.2K 1 0.17% Reduced
1198
JIP
Jaffetilchin Investment Partners
Florida
$162K +$1.72K 1 0.04% Increased
1199
CS
Credential Securities
$159K -$1.76K 1 0.06% Reduced
1200
IDBONY
Israel Discount Bank of New York
New York
$157K $0 2 0.13% Maintained