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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
1251
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$3K $0 1 0% Maintained
1252
CIM
Contravisory Investment Management
Massachusetts
$3K +$2.61K 1 0% New
1253
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$2K +$1.92K 1 0% New
1254
CCM
Cupps Capital Management
Illinois
$2K -$902K 1 0% Reduced
1255
HS
Horan Securities
United States
$2K +$2.19K 1 0% New
1256
NR
Newfound Research
Massachusetts
$2K +$29 1 0% Increased
1257
SIG
Stanford Investment Group
California
$2K $0 1 0% Maintained
1258
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$1K +$1.38K 1 0% New
1259
CAM
ClariVest Asset Management
California
$1K -$2.31M 1 0% Reduced
1260
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$1K +$1.14K 1 0% New
1261
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1K -$1K 0 – Closed
1262
GC
Globeflex Capital
California
$1K -$989K 1 0% Reduced
1263
MMG
Monetary Management Group
Missouri
$1K -$9.49K 1 0% Reduced
1264
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$1K -$161K 2 0% Reduced
1265
SA
SRH Advisors
Kansas
$1K $0 1 0.01% Maintained
1266
WA
Winfield Associates
Ohio
$1K $0 1 0% Maintained
1267
HW
Hedeker Wealth
Illinois
$381 +$358K 1 0.02% New
1268
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$0 -$1.62M 0 – Closed
1269
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0 -$5.11M 0 – Closed
1270
APC
Alta Park Capital
California
$0 -$769K 0 – Closed
1271
AC
Amici Capital
New York
$0 -$3.45M 0 – Closed
1272
AFM
Anson Funds Management
Texas
$0 -$2.51M 0 – Closed
1273
AI
ArchPoint Investors
Florida
$0 -$5K 0 – Closed
1274
ACM
Arrow Capital Management
New York
$0 -$1.18M 0 – Closed
1275
AIP
ARS Investment Partners
New York
$0 -$9.46M 0 – Closed