← 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
1801
UA
Unison Advisors
District of Columbia
$127K +$7.18K 1 0.09% Increased
1802
GAM
Gemmer Asset Management
California
$125K -$46.9K 4 0.03% Reduced
1803
PWM
PRW Wealth Management
Massachusetts
$125K +$48.3K 2 0.12% Increased
1804
LMR Partners
LMR Partners
United Kingdom
$122K -$1.09M 1 0.01% Reduced
1805
AGM
Alpine Global Management
New York
$121K -$23.7K 1 0.04% Reduced
1806
AIC
Archer Investment Corporation
Indiana
$121K $0 1 0.08% Maintained
1807
CAM
Cubic Asset Management
Massachusetts
$121K -$149K 1 0.04% Reduced
1808
FIM
Freedom Investment Management
Connecticut
$120K -$119K 1 0.01% Reduced
1809
DMK
David M. Knott
$118K $0 1 0.05% Maintained
1810
OIA
Optimum Investment Advisors
Illinois
$117K +$72.5K 2 0.04% Increased
1811
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$116K +$106K 1 0.01% New
1812
EWM
Edge Wealth Management
New York
$114K $0 2 0.03% Maintained
1813
Advent Capital Management
Advent Capital Management
New York
$113K -$23.7K 1 0% Reduced
1814
Larson Financial Group
Larson Financial Group
Missouri
$112K +$17.1K 2 0.09% Increased
1815
TC
Truvestments Capital
Florida
$112K +$106K 3 0.09% New
1816
MAM
Marquette Asset Management
Minnesota
$109K +$99.8K 1 0.04% New
1817
CBT
Central Bank & Trust
Kentucky
$108K +$30.1K 1 0.02% Increased
1818
CPA
Cowen Prime Advisors
New York
$107K $0 1 0.06% Maintained
1819
ME
McIlrath & Eck
Washington
$103K -$406 2 0.06% Reduced
1820
SBL
Sargent Bickham Lagudis
Colorado
$103K -$36.5K 4 0.01% Reduced
1821
KCM
Kempner Capital Management
Texas
$102K $0 1 0.07% Maintained
1822
ACS
Archford Capital Strategies
Illinois
$101K $0 1 0.04% Maintained
1823
HI
Human Investing
Oregon
$101K -$1.65M 1 0.04% Reduced
1824
TFGT
TS Financial Group (TSFG)
Illinois
$99K +$92.8K 3 0.08% New
1825
ACPU
Arrowgrass Capital Partners (US)
Delaware
$97K +$118K 1 0% New