← 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
1626
PVM
Palogic Value Management
Texas
$1.35M +$1.09K 1 0.44% Increased
1627
DA
Doliver Advisors
Texas
$1.35M +$715K 4 0.31% Increased
1628
FP
Fiduciary Planning
Florida
$1.35M +$85.8K 2 0.35% Increased
1629
SI
Sava Infond
Slovenia
$1.34M +$169K 5 0.1% Increased
1630
IAS
Integrity Advisory Solutions
Texas
$1.34M +$166K 2 0.14% Increased
1631
RG
RHL Group
Michigan
$1.34M +$1.12M 2 1.11% New
1632
RCAG
Rehmann Capital Advisory Group
Michigan
$1.33M -$33.9K 1 0.06% Reduced
1633
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$1.33M +$136K 1 0.03% Increased
1634
FA
Fedenia Advisers
Wisconsin
$1.33M +$45 2 0.32% Increased
1635
MTIC
Missouri Trust & Investment Company
Missouri
$1.33M -$264K 1 0.36% Reduced
1636
MF
Manchester Financial
California
$1.33M +$256K 1 0.24% Increased
1637
Close Asset Management
Close Asset Management
United Kingdom
$1.33M +$359K 8 0.04% Increased
1638
Pinnacle Associates
Pinnacle Associates
New York
$1.33M +$526K 1 0.01% Increased
1639
CAM
Cozad Asset Management
Illinois
$1.32M +$112K 1 0.09% Increased
1640
CCFM
Clear Creek Financial Management
Washington
$1.31M -$963K 4 0.08% Reduced
1641
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$1.31M $0 1 0.02% Maintained
1642
SMA
Seven Mile Advisory
New Jersey
$1.3M -$383K 2 0.88% Reduced
1643
CCA
Checchi Capital Advisers
California
$1.3M +$466K 3 0.06% Increased
1644
AGC
Aspen Grove Capital
Colorado
$1.3M -$20.6K 2 0.19% Reduced
1645
CIM
CIM Investment Management
Pennsylvania
$1.3M -$133K 3 0.31% Reduced
1646
DI
Disciplined Investors
Texas
$1.29M -$443K 3 0.65% Reduced
1647
SCM
SVB Capital Management
California
$1.29M $0 1 17.44% Maintained
1648
SNS Financial Group
SNS Financial Group
Minnesota
$1.28M +$1.07M 1 0.02% New
1649
IP
Indivisible Partners
Florida
$1.28M +$800K 3 0.07% Increased
1650
PWPS
Pinnacle Wealth Planning Services
Ohio
$1.28M +$439K 20 0.12% Increased