← 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
1351	Bartlett & Co Cincinnati, Ohio	$49K	$0	1	0%	Maintained
1352	CBT Central Bank & Trust Lexington, Kentucky	$49K	$0	1	0.01%	Maintained
1353	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$48K	+$166	3	0.04%	Increased
1354	AIM Anchor Investment Management Columbia, South Carolina	$47.1K	$0	1	0.01%	Maintained
1355	WPA West Paces Advisors Atlanta, Georgia	$46.8K	$0	1	0.04%	Maintained
1356	EA Edge Advisors Atlanta, Georgia	$45K	-$15.9K	1	0%	Reduced
1357	JCM Jacobi Capital Management Pittston, Pennsylvania	$45K	+$16K	2	0.02%	Increased
1358	CHP Cable Hill Partners Portland, Oregon	$43K	-$659	2	0.02%	Reduced
1359	GBT Grove Bank & Trust Miami, Florida	$41K	$0	1	0.02%	Maintained
1360	WA WealthTrust-Arizona Scottsdale, Arizona	$40K	+$6.05K	1	0.02%	Increased
1361	QAM QCI Asset Management Pittsford, New York	$39K	$0	1	0%	Maintained
1362	SMG Spectrum Management Group Indianapolis, Indiana	$39K	+$36.8K	1	0.01%	New
1363	DMK David M. Knott	$38K	+$38.8K	1	0.02%	New
1364	Fuller & Thaler Asset Management San Mateo, California	$38K	+$39.4K	1	0%	New
1365	TCI Wealth Advisors Tucson, Arizona	$38K	+$1.38K	6	0.02%	Increased
1366	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$37K	+$34.3K	1	0.02%	New
1367	ANBT American National Bank & Trust Wichita Falls, Texas	$36K	$0	1	0.01%	Maintained
1368	GWS Glassman Wealth Services Vienna, Virginia	$36K	-$150K	2	0.02%	Reduced
1369	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$35K	$0	1	0.02%	Maintained
1370	GS GAM Systematic Cambridge, United Kingdom	$34K	+$33.9K	1	0%	New
1371	TFO Tarbox Family Office Newport Beach, California	$33K	+$2.82K	2	0.01%	Increased
1372	BCM Blume Capital Management Berkeley, California	$32K	-$9.94K	1	0.02%	Reduced
1373	AIM Arcadia Investment Management Kalamazoo, Michigan	$28K	-$34.4K	1	0.01%	Reduced
1374	CWM Catamount Wealth Management Westport, Connecticut	$28K	+$2.1K	2	0.02%	Increased
1375	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$28K	$0	1	0.02%	Maintained