← 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
1451
RPC
Rossmore Private Capital
Connecticut
$245K -$16.8K 1 0.16% Reduced
1452
CT
Coastline Trust
Rhode Island
$244K +$7.97K 1 0.04% Increased
1453
GIPM
G2 Investment Partners Management
New York
$244K -$270K 1 0.08% Reduced
1454
IGGA
Iron Gate Global Advisors
Utah
$235K $0 1 0.17% Maintained
1455
KA
Kaizen Advisory
Illinois
$235K +$138K 1 0.12% Increased
1456
RIM
Ranger Investment Management
Texas
$230K -$177K 1 0.02% Reduced
1457
TSWM
Triangle Securities Wealth Management
North Carolina
$229K $0 1 0.13% Maintained
1458
FNBSF
First National Bank Sioux Falls
South Dakota
$227K $0 1 0.76% Maintained
1459
SICM
Sustainable Insight Capital Management
New York
$227K +$214K 1 0.09% New
1460
SWA
Sutton Wealth Advisors
Florida
$226K +$22.2K 4 0.16% Increased
1461
GW & Wade
GW & Wade
Massachusetts
$224K +$214K 1 0.03% New
1462
CPH
C Partners Holding
Switzerland
$223K +$16.3K 1 0.08% Increased
1463
JWM
JGP Wealth Management
Oregon
$223K +$214K 1 0.09% New
1464
MWP
MYCIO Wealth Partners
Pennsylvania
$223K +$213K 1 0.02% New
1465
WC
Weil Company
California
$223K $0 1 0.19% Maintained
1466
BHWM
Bar Harbor Wealth Management
New Hampshire
$222K +$214K 2 0.03% New
1467
MWAC
Mariner Wealth Advisors (Cincinnati)
Ohio
$222K +$212K 1 0.01% New
1468
FP
Foundry Partners
Minnesota
$221K -$43K 1 0.01% Reduced
1469
MNBTD
Moody National Bank Trust Division
Texas
$221K $0 1 0.01% Maintained
1470
TCM
Tradewinds Capital Management
Washington
$221K -$4.78K 1 0.09% Reduced
1471
SA
Strategic Advisors
New York
$218K +$194K 1 0.09% New
1472
VC
Vicus Capital
Pennsylvania
$218K -$17.5K 1 0.04% Reduced
1473
DWT
Dorsey & Whitney Trust
South Dakota
$217K +$208K 1 0.04% New
1474
Coldstream Capital Management
Coldstream Capital Management
Washington
$216K +$206K 1 0.02% New
1475
FRM
Fox Run Management
Connecticut
$216K -$782K 1 0.07% Reduced