← 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	MFW Meristem Family Wealth Minnetonka, Minnesota	$262K	$0	1	0.1%	Maintained
1352	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$261K	+$256K	1	0.08%	New
1353	Intact Investment Management Montreal, Quebec, Canada	$261K	$0	1	0.01%	Maintained
1354	CPH C Partners Holding Zurich, Switzerland	$260K	+$266K	1	0.11%	New
1355	LC Lourd Capital Beverly Hills, California	$260K	+$255K	1	0.02%	New
1356	SPWA SteelBridge Private Wealth Advisors Naples, Florida	$260K	-$7.45K	1	2.19%	Reduced
1357	AFNAS American Financial Network Advisory Services Calabasas, California	$259K	+$38.3K	2	0.11%	Increased
1358	CW Cobiz Wealth Denver, Colorado	$259K	+$255K	1	0.05%	New
1359	MFW Mosaic Family Wealth St. Louis, Missouri	$257K	-$970K	1	0.09%	Reduced
1360	WP WMS Partners Towson, Maryland	$255K	+$19.7K	1	0.03%	Increased
1361	CA Cornerstone Advisory Hunt Valley, Maryland	$254K	+$2.96K	1	0.09%	Increased
1362	NB Nicolet Bankshares Green Bay, Wisconsin	$253K	+$1.52K	1	0.11%	Increased
1363	NG NatWest Group Edinburgh, Scotland, United Kingdom	$252K	-$12.1K	1	0.06%	Reduced
1364	SLT St Louis Trust Saint Louis, Missouri	$252K	+$247K	1	0.1%	New
1365	Cetera Investment Advisers Schaumburg, Illinois	$251K	+$248K	1	0.05%	New
1366	VC Vicus Capital State College, Pennsylvania	$251K	+$246K	1	0.04%	New
1367	HCM Hodges Capital Management Dallas, Texas	$250K	+$246K	1	0.02%	New
1368	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$248K	+$244K	1	0.06%	New
1369	Park Avenue Securities New York	$248K	+$243K	1	0.06%	New
1370	SBA Seven Bridges Advisors New York	$244K	-$582K	1	0.2%	Reduced
1371	Arax Advisory Partners Denver, Colorado	$243K	+$434	1	0.11%	Increased
1372	Ballentine Partners Waltham, Massachusetts	$243K	-$64.9K	1	0.01%	Reduced
1373	TCA Teewinot Capital Advisers New York	$243K	$0	1	0.1%	Maintained
1374	Buckingham Strategic Wealth Clayton, Missouri	$241K	+$237K	1	0.05%	New
1375	PP PagnatoKarp Partners Reston, Virginia	$241K	-$4.56K	1	0.07%	Reduced