← 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

Bitcoin Miners Corporate Crypto Treasuries Crypto Exchanges Stablecoin Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1301	FA Fortis Advisors Wayne, Pennsylvania	$128K	+$120K	1	0.09%	New
1302	HFM Hartford Financial Management Hartford, Connecticut	$128K	$0	1	0.06%	Maintained
1303	NSIM North Star Investment Management Chicago, Illinois	$120K	-$5.99K	1	0.02%	Reduced
1304	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$113K	+$105K	1	0%	New
1305	SBL Sargent Bickham Lagudis Boulder, Colorado	$113K	+$28K	4	0.01%	Increased
1306	CPP Crow Point Partners Boston, Massachusetts	$109K	-$47.4K	1	0.02%	Reduced
1307	Krilogy Financial St. Louis, Missouri	$109K	+$1.26K	2	0.03%	Increased
1308	LJHT Laurie J. Hall Trustee	$109K	+$92.9K	1	0.07%	Increased
1309	Evercore Wealth Management New York	$106K	$0	1	0%	Maintained
1310	IHT Wealth Management Chicago, Illinois	$105K	-$2.66K	3	0.04%	Reduced
1311	LC Landaas & Company Milwaukee, Wisconsin	$104K	+$97.3K	1	0.09%	New
1312	MCA Mercer Capital Advisers Little Silver, New Jersey	$96K	$0	1	0.07%	Maintained
1313	DSC Duncker Streett & Co St. Louis, Missouri	$90K	$0	1	0.03%	Maintained
1314	OC Oakworth Capital Birmingham, Alabama	$89K	$0	2	0.02%	Maintained
1315	VIA Vantage Investment Advisors State College, Pennsylvania	$89K	$0	1	0.02%	Maintained
1316	LWM Lenox Wealth Management Cincinnati, Ohio	$87K	-$1.8K	1	0.03%	Reduced
1317	WAS Winch Advisory Services Appleton, Wisconsin	$87K	-$1.86K	1	0.06%	Reduced
1318	FCB First Command Bank Fort Worth, Texas	$85K	+$15K	1	0.05%	Increased
1319	FCFS First Command Financial Services Fort Worth, Texas	$85K	+$15K	1	0.05%	Increased
1320	ADL Asset Dedication LLC San Francisco, California	$83K	$0	1	0.04%	Maintained
1321	AA AlphaMark Advisors Ft. Wright, Kentucky	$82K	$0	1	0.03%	Maintained
1322	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$81K	-$150K	1	0%	Reduced
1323	TW Transform Wealth Greenwood Village, Colorado	$81K	+$84.2K	1	0.03%	New
1324	CHC City Holding Co Charleston, West Virginia	$75K	-$4.49K	1	0.03%	Reduced
1325	FWM Focused Wealth Management Newburgh, New York	$74K	+$8.51K	3	0.02%	Increased