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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

Bitcoin Miners Corporate Crypto Treasuries Crypto Exchanges Stablecoin Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1476	Peconic Partners New York	$216K	$0	1	0.04%	Maintained
1477	RIG Roosevelt Investment Group New York	$215K	+$205K	1	0.02%	New
1478	Rockefeller Capital Management New York	$212K	+$117K	2	0%	Increased
1479	Choate Investment Advisors Boston, Massachusetts	$211K	-$44.6K	1	0.01%	Reduced
1480	CCM Cutler Capital Management Worcester, Massachusetts	$210K	$0	1	0.09%	Maintained
1481	Glenview Trust Louisville, Kentucky	$209K	+$200K	1	0.02%	New
1482	CW Cobiz Wealth Denver, Colorado	$207K	-$28.8K	1	0.04%	Reduced
1483	DAM Doheny Asset Management Los Angeles, California	$207K	+$198K	1	0.11%	New
1484	ES Equitec Specialists Chicago, Illinois	$207K	-$187K	1	0.02%	Reduced
1485	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$207K	+$198K	1	0.07%	New
1486	GEA Glen Eagle Advisors Kingston, New Jersey	$205K	+$3.21K	2	0.16%	Increased
1487	GA GFS Advisors Houston, Texas	$205K	+$196K	1	0.04%	New
1488	Intact Investment Management Montreal, Quebec, Canada	$205K	$0	1	0.01%	Maintained
1489	IHT Wealth Management Chicago, Illinois	$204K	-$88.5K	1	0.05%	Reduced
1490	WBC West Branch Capital Amherst, Massachusetts	$203K	+$182K	1	0.16%	New
1491	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$202K	-$71.5K	1	0.02%	Reduced
1492	Arax Advisory Partners Denver, Colorado	$201K	+$69.3K	1	0.09%	Increased
1493	SA Sicart Associates New York	$200K	-$152K	1	0.1%	Reduced
1494	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$199K	$0	1	0.22%	Maintained
1495	TL TrueWealth LLC Atlanta, Georgia	$195K	+$95.7K	3	0.09%	Increased
1496	NIM NuWave Investment Management Parsippany, New Jersey	$193K	+$168K	1	0.25%	Increased
1497	C Cerebellum San Francisco, California	$192K	-$5.92K	2	0.32%	Reduced
1498	OWA One Wealth Advisors San Francisco, California	$190K	$0	2	0.15%	Maintained
1499	BSPF British Steel Pension Fund London, United Kingdom	$187K	-$225K	1	0.03%	Reduced
1500	MUS Mitsubishi UFJ Securities Tokyo, Japan	$187K	-$846K	1	0.67%	Reduced