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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1526
LJCM
Lee Johnson Capital Management
Texas
$1.66M +$634K 1 0.52% Increased
1527
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$1.65M $0 1 0.01% Maintained
1528
FCM
Firsthand Capital Management
California
$1.65M $0 2 2.64% Maintained
1529
CWA
Crux Wealth Advisors
California
$1.65M $0 1 0.57% Maintained
1530
FFG
Fiduciary Financial Group
California
$1.64M -$325K 1 0.19% Reduced
1531
CCIA
Campbell & Co Investment Adviser
Maryland
$1.63M +$991K 1 0.09% Increased
1532
Empirical Finance
Empirical Finance
Pennsylvania
$1.63M +$45.8K 1 0.07% Increased
1533
VCM
Versant Capital Management
Arizona
$1.63M -$795K 19 0.15% Reduced
1534
FCM
Fairbanks Capital Management
California
$1.63M $0 1 0.96% Maintained
1535
KCIA
Kingsbury Capital Investment Advisors
Illinois
$1.63M +$1.37M 1 1.38% Increased
1536
KWM
KMT Wealth Management
California
$1.63M +$2.44M 1 1.38% New
1537
RSC
Red Spruce Capital
Pennsylvania
$1.63M -$1.06M 1 0.57% Reduced
1538
AFS
Amtrust Financial Services
New York
$1.63M $0 1 0.48% Maintained
1539
VAG
VisionPoint Advisory Group
Texas
$1.63M +$96.9K 2 0.27% Increased
1540
CAC
Core Alternative Capital
Georgia
$1.62M -$425K 1 0.48% Reduced
1541
GFP
Gryphon Financial Partners
Ohio
$1.62M -$18.4K 2 0.14% Reduced
1542
TCPG
Trivant Custom Portfolio Group
California
$1.61M +$1.7M 1 0.86% New
1543
Quadrant Capital Group
Quadrant Capital Group
Ohio
$1.6M -$3.75M 4 0.04% Reduced
1544
AC
Avestar Capital
New York
$1.6M +$638K 4 0.09% Increased
1545
Bailard
Bailard
California
$1.59M +$900K 2 0.03% Increased
1546
RS
R Squared
Hong Kong
$1.59M +$167K 7 0.83% Increased
1547
CCM
Cloud Capital Management
Washington
$1.59M -$22.2K 2 0.58% Reduced
1548
CA
CGN Advisors
Kansas
$1.59M +$410K 1 0.12% Increased
1549
Fulton Bank
Fulton Bank
Pennsylvania
$1.58M +$98K 3 0.05% Increased
1550
HT
Heritage Trust
Oklahoma
$1.58M +$116K 1 0.14% Increased