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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
1226	DL Dockside LLC New York	$3.51M	+$3.21M	5	0.82%	New
1227	JSC J. Stern & Co London, United Kingdom	$3.49M	+$152K	1	0.33%	Increased
1228	CoreCap Advisors Southfield, Michigan	$3.48M	-$722K	31	0.1%	Reduced
1229	KIG Kessler Investment Group Columbus, Indiana	$3.47M	-$118K	1	1.48%	Reduced
1230	WA WP Advisors San Francisco, California	$3.47M	-$449K	1	0.84%	Reduced
1231	Farmers & Merchants Investments Inc Lincoln, Nebraska	$3.47M	-$3.4M	7	0.08%	Reduced
1232	NP Nilsine Partners Greenwood Village, Colorado	$3.47M	+$988K	5	0.24%	Increased
1233	Bragg Financial Advisors Charlotte, North Carolina	$3.46M	-$259K	1	0.09%	Reduced
1234	FDS First Dallas Securities Dallas, Texas	$3.45M	-$613K	1	1.14%	Reduced
1235	IPW Impact Partnership Wealth Marietta, Georgia	$3.45M	+$2.35M	5	0.34%	Increased
1236	ORI Oak Ridge Investments Chicago, Illinois	$3.44M	+$28.4K	1	0.19%	Increased
1237	Aristotle Atlantic Partners Sarasota, Florida	$3.43M	-$74K	1	0.14%	Reduced
1238	KC Kintayl Capital New York	$3.43M	-$3.38M	1	1.36%	Reduced
1239	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$3.42M	+$7.28K	1	2.21%	Increased
1240	Hennessy Advisors Inc Novato, California	$3.41M	-$1.1M	4	0.11%	Reduced
1241	Wedmont Private Capital West Chester, Pennsylvania	$3.39M	-$490K	5	0.09%	Reduced
1242	WWM WT Wealth Management Scottsdale, Arizona	$3.38M	+$524K	6	0.94%	Increased
1243	CFM Capricorn Fund Managers London, United Kingdom	$3.38M	-$7.52M	1	0.27%	Reduced
1244	PI PJT Investments Toronto,	$3.37M	$0	1	1.14%	Maintained
1245	PL Polianta Ltd St Helier, Jersey	$3.35M	-$723K	2	0.41%	Reduced
1246	CPL CAP Partners LLC Franklin, Tennessee	$3.34M	+$339K	4	1.63%	Increased
1247	Johnson Investment Counsel Cincinnati, Ohio	$3.33M	+$17.6K	4	0.02%	Increased
1248	TCM Triumph Capital Management Denver, Colorado	$3.33M	-$1.47M	12	0.6%	Reduced
1249	1GI 180 GPS Investments St Peter Port,	$3.31M	+$3.05M	1	2.45%	New
1250	PIA Prakash Investment Advisors Andover, Massachusetts	$3.31M	-$1.3M	3	1.9%	Reduced