← 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
1226
JC
JBF Capital
Colorado
$197K +$112K 1 0.02% Increased
1227
TC
TFS Capital
Pennsylvania
$194K +$10.2K 1 0.08% Increased
1228
PAM
Paradigm Asset Management
New York
$193K +$90.9K 1 0.04% Increased
1229
FANJ
Financial Architects (New Jersey)
New Jersey
$191K -$535 2 0.03% Reduced
1230
Global Retirement Partners
Global Retirement Partners
California
$189K +$46.3K 3 0.09% Increased
1231
EWM
Endurance Wealth Management
Rhode Island
$177K $0 2 0.03% Maintained
1232
Arax Advisory Partners
Arax Advisory Partners
Colorado
$172K -$15.9K 1 0.08% Reduced
1233
GWS
Glassman Wealth Services
Virginia
$165K +$344 2 0.11% Increased
1234
Alyeska Investment Group
Alyeska Investment Group
Illinois
$161K -$63.1M 1 0% Reduced
1235
JFA
JNBA Financial Advisors
Minnesota
$158K $0 2 0.04% Maintained
1236
IDBONY
Israel Discount Bank of New York
New York
$155K $0 2 0.12% Maintained
1237
Harvest Fund Management
Harvest Fund Management
China
$154K +$88.9K 1 0.02% Increased
1238
TCM
Tradewinds Capital Management
Washington
$154K -$22.7K 2 0.08% Reduced
1239
WOC
West Oak Capital
California
$153K $0 1 0.09% Maintained
1240
PCM
Perkins Capital Management
Minnesota
$145K -$19.5K 1 0.16% Reduced
1241
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$140K +$128K 1 0.01% New
1242
CFA
Carroll Financial Associates
North Carolina
$137K $0 2 0.02% Maintained
1243
GLI
Guardian Life Insurance
New York
$136K -$89K 1 0.02% Reduced
1244
SWA
Sutton Wealth Advisors
Florida
$135K +$2.06K 3 0.11% Increased
1245
CPP
Crow Point Partners
Massachusetts
$133K -$395K 1 0.02% Reduced
1246
MUS
Mitsubishi UFJ Securities
Japan
$133K -$7.37K 1 0.71% Reduced
1247
Balentine LLC
Balentine LLC
Georgia
$131K -$51.6K 1 0.01% Reduced
1248
SFG
SevenBridge Financial Group
Pennsylvania
$131K $0 2 0.08% Maintained
1249
WEC
Winslow Evans & Crocker
Massachusetts
$131K -$786 1 0.04% Reduced
1250
PHK
Point72 Hong Kong
Hong Kong
$126K +$118K 1 0.13% Increased