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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
1926
FP
Foundry Partners
Minnesota
$0 -$207K 0 – Closed
1927
Frontier Capital Management
Frontier Capital Management
Massachusetts
$0 -$20.1M 0 – Closed
1928
Fund Evaluation Group
Fund Evaluation Group
Ohio
$0 -$1.59M 0 – Closed
1929
GBA
Garrison Bradford & Associates
New York
$0 -$250K 0 – Closed
1930
GCM
Glaxis Capital Management
Florida
$0 -$1.84M 0 – Closed
1931
Glenview Trust
Glenview Trust
Kentucky
$0 -$220K 0 – Closed
1932
GFPC
Global Financial Private Capital
Florida
$0 -$1.22M 0 – Closed
1933
GC
GMT Capital
Georgia
$0 -$1.44M 0 – Closed
1934
Graham Capital Management
Graham Capital Management
Connecticut
$0 -$3.38M 0 – Closed
1935
GPGA
Grandeur Peak Global Advisors
Utah
$0 -$3.35M 0 – Closed
1936
GWA
Guidant Wealth Advisors
Illinois
$0 -$1K 0 – Closed
1937
HA
Hays Advisory
Tennessee
$0 -$541K 0 – Closed
1938
HCMT
Highland Capital Management (Texas)
Texas
$0 -$9.91M 0 – Closed
1939
HS
Horan Securities
United States
$0 -$8K 0 – Closed
1940
II
Ibex Investors
Colorado
$0 -$245K 0 – Closed
1941
IWA
IBEX Wealth Advisors
New Jersey
$0 -$2.06M 0 – Closed
1942
IGM
Incline Global Management
New York
$0 -$48.3M 0 – Closed
1943
IR
Invictus RG
Bermuda
$0 -$1.42M 0 – Closed
1944
IIA
IPG Investment Advisors
California
$0 -$1.1M 0 – Closed
1945
IF
IRON Financial
Illinois
$0 -$248K 0 – Closed
1946
JWM
Jackson Wealth Management
Florida
$0 -$999K 0 – Closed
1947
KAM
Kazazian Asset Management
Florida
$0 -$351K 0 – Closed
1948
KJWM
Kiley Juergens Wealth Management
Washington
$0 -$134K 0 – Closed
1949
Krane Funds Advisors
Krane Funds Advisors
New York
$0 -$579K 0 – Closed
1950
Krilogy Financial
Krilogy Financial
Missouri
$0 -$184K 0 – Closed