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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
1626	NR Newfound Research Wellesley Hills, Massachusetts	$1K	-$75	1	0%	Reduced
1627	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1K	$0	1	0%	Maintained
1628	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$1K	+$1.37K	1	0%	New
1629	WAS WESPAC Advisors SoCal Pasadena, California	$1K	+$1.81K	1	0%	New
1630	3C 361 Capital Denver, Colorado	$0	-$2.34M	0	–	Closed
1631	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$0	+$434	1	0%	New
1632	AGM Alpine Global Management New York	$0	-$1.67M	0	–	Closed
1633	Aspiriant LLC Los Angeles, California	$0	-$1.14M	0	–	Closed
1634	AP Atwood & Palmer Kansas City, Missouri	$0	+$72	2	0%	Increased
1635	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$0	-$22K	0	–	Closed
1636	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$5.29M	0	–	Closed
1637	BI BlueSpruce Investments Chicago, Illinois	$0	-$8.34M	0	–	Closed
1638	Calamos Wealth Management Naperville, Illinois	$0	-$1.82M	0	–	Closed
1639	CAM Carret Asset Management New York	$0	-$203K	0	–	Closed
1640	CEI Clark Estates Inc New York	$0	-$3.11M	0	–	Closed
1641	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$0	-$81K	0	–	Closed
1642	CT Coastline Trust Providence, Rhode Island	$0	-$462K	0	–	Closed
1643	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$0	-$4.43M	0	–	Closed
1644	CAM Cortina Asset Management Milwaukee, Wisconsin	$0	-$9.18M	0	–	Closed
1645	CL CPWM LLC Seattle, Washington	$0	-$272K	0	–	Closed
1646	DF Donoghue Forlines Boston, Massachusetts	$0	-$2.38M	0	–	Closed
1647	Dragoneer Investment Group San Francisco, California	$0	-$24.9M	0	–	Closed
1648	EI EAM Investors Solana Beach, California	$0	-$515K	0	–	Closed
1649	EAM EastBay Asset Management New York	$0	-$39.3M	0	–	Closed
1650	Empirical Finance Havertown, Pennsylvania	$0	-$1.99M	0	–	Closed