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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
1551
WIM
WealthPlan Investment Management
Nebraska
$1.58M +$181K 2 0.08% Increased
1552
IC
Inscription Capital
Texas
$1.58M +$334K 3 0.14% Increased
1553
WPIC
White Pine Investment Company
Michigan
$1.57M -$344K 1 0.34% Reduced
1554
AWA
Acumen Wealth Advisors
Tennessee
$1.57M +$750K 8 0.33% Increased
1555
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$1.57M $0 1 0.06% Maintained
1556
CIA
Cladis Investment Advisory
Montana
$1.56M +$819K 3 0.73% Increased
1557
WCAMG
Woodard & Company Asset Management Group
North Carolina
$1.56M -$1,000K 1 0.23% Reduced
1558
G
Greycroft
New York
$1.56M -$1.26M 2 3.55% Reduced
1559
PIA
Perennial Investment Advisors
California
$1.56M +$101K 5 0.1% Increased
1560
PTEAP
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$1.56M $0 1 0.53% Maintained
1561
CAM
Cobblestone Asset Management
Virginia
$1.56M +$496K 2 0.65% Increased
1562
ROP
Rule One Partners
Georgia
$1.55M $0 1 0.22% Maintained
1563
G
Gainplan
Michigan
$1.55M +$490K 2 0.61% Increased
1564
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management
California
$1.55M +$603K 4 0.04% Increased
1565
NB
Northwest Bancshares
Pennsylvania
$1.55M -$1.52M 1 0.28% Reduced
1566
JCM
Jacobi Capital Management
Pennsylvania
$1.54M -$164K 5 0.08% Reduced
1567
BC
Bayforest Capital
United Kingdom
$1.52M +$501K 9 1.41% Increased
1568
CSA
Cornerstone Select Advisors
Missouri
$1.52M +$801K 3 0.64% Increased
1569
AGWCA
Annis Gardner Whiting Capital Advisors
Florida
$1.52M +$808K 2 0.23% Increased
1570
IIA
IPG Investment Advisors
California
$1.51M -$81.1K 2 0.22% Reduced
1571
OMIC
Old Mission Investment Co
Michigan
$1.51M +$19.1K 1 0.31% Increased
1572
First Manhattan
First Manhattan
New York
$1.51M -$47.7K 3 0% Reduced
1573
TIS
Titan Investment Solutions
$1.5M +$891K 1 0.17% Increased
1574
MGM
Miura Global Management
New York
$1.5M +$586K 1 5.97% Increased
1575
BCM
Bayesian Capital Management
New York
$1.5M -$1.43M 3 0.96% Reduced