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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
1701	NIM Nicollet Investment Management Minneapolis, Minnesota	$1.15M	-$38K	1	0.36%	Reduced
1702	TIAM2 Tru Independence Asset Management 2 Portland, Oregon	$1.15M	+$1.2M	3	0.62%	New
1703	ACM Arosa Capital Management Miami Beach, Florida	$1.14M	-$5.59M	1	0.2%	Reduced
1704	ATC Argent Trust Co Nashville, Tennessee	$1.14M	+$553K	2	0.03%	Increased
1705	EAMH Eurizon Asset Management Hungary Budapest,	$1.14M	$0	1	1.21%	Maintained
1706	PIM Plato Investment Management Sydney, NSW, Australia	$1.13M	+$259K	2	0.06%	Increased
1707	LCA Legend Capital Advisors New York	$1.13M	+$119K	1	0.62%	Increased
1708	CW Cedarwood Wealth Highlands Ranch, Colorado	$1.12M	+$1.88M	1	0.85%	New
1709	Blue Trust Inc Alpharetta, Georgia	$1.12M	+$65.9K	23	0.01%	Increased
1710	AO Advisor OS Chicago, Illinois	$1.12M	-$7.16K	4	0.07%	Reduced
1711	BHA Beech Hill Advisors New York	$1.11M	-$29.8K	1	0.49%	Reduced
1712	MFA Mayflower Financial Advisors Boston, Massachusetts	$1.11M	+$657K	5	0.1%	Increased
1713	QC Quent Capital New York	$1.11M	+$256K	12	0.07%	Increased
1714	Apella Capital West Hartford, Connecticut	$1.11M	-$18.2K	2	0.02%	Reduced
1715	PWS Peterson Wealth Services South Ogden, Utah	$1.11M	+$167K	3	0.24%	Increased
1716	MA Modus Advisors Excelsior, Minnesota	$1.11M	$0	3	0.27%	Maintained
1717	PCP Proficio Capital Partners Newton, Massachusetts	$1.11M	+$1.07M	5	0.04%	Increased
1718	IPAM ICICI Prudential Asset Management Mumbai, India	$1.11M	+$7.99K	2	0.12%	Increased
1719	OCM Osbon Capital Management Boston, Massachusetts	$1.1M	+$57.9K	9	0.86%	Increased
1720	RCM Ratan Capital Management Miami Beach, Florida	$1.1M	-$7.26M	1	0.35%	Reduced
1721	DV DAG Ventures Palo Alto, California	$1.1M	$0	1	0.88%	Maintained
1722	MWM MFG Wealth Management Indianapolis, Indiana	$1.09M	+$913K	1	0.78%	New
1723	EAM Eschler Asset Management London, United Kingdom	$1.09M	+$911K	1	1.94%	New
1724	KFAS Keating Financial Advisory Services Manhattan, Kansas	$1.09M	+$316K	21	0.14%	Increased
1725	CHWM Cauble & Harre Wealth Management Saint Louis, Missouri	$1.08M	+$1.14M	1	0.87%	New