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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
1976
OGC
Oak Grove Capital
New Hampshire
$0 -$176K 0 – Closed
1977
OBWP
O'Brien Wealth Partners
Massachusetts
$0 -$5K 0 – Closed
1978
OAJ
Ogorek Anthony Joseph
New York
$0 -$7K 0 – Closed
1979
OWA
One Wealth Advisors
California
$0 -$201K 0 – Closed
1980
OPPM
Opus Point Partners Management
New York
$0 -$1.55M 0 – Closed
1981
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$0 -$6K 0 – Closed
1982
PFA
Paradigm Financial Advisors
Missouri
$0 -$295K 0 – Closed
1983
PI
Parkside Investments
Illinois
$0 -$32K 0 – Closed
1984
PAMG
Patton Albertson Miller Group
Tennessee
$0 -$175K 0 – Closed
1985
PAA
Peregrine Asset Advisers
Oregon
$0 -$2.37M 0 – Closed
1986
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$0 -$80K 0 – Closed
1987
PWAG
Polaris Wealth Advisory Group
California
$0 -$70K 0 – Closed
1988
PS
Portfolio Strategies
New York
$0 $0 0 – Closed
1989
PSC
Prentiss Smith & Co
Vermont
$0 -$7K 0 – Closed
1990
PCA
Providence Capital Advisors
North Carolina
$0 -$18K 0 – Closed
1991
QIM
Quantitative Investment Management
Virginia
$0 -$2.1M 0 – Closed
1992
QAM
Quantres Asset Management
Cayman Islands
$0 -$1.33M 0 – Closed
1993
QCMC
Quantum Capital Management (California)
California
$0 -$459K 0 – Closed
1994
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0 -$3.42M 0 – Closed
1995
RMAM
Raab & Moskowitz Asset Management
New Jersey
$0 -$41K 0 – Closed
1996
RFG Advisory
RFG Advisory
Alabama
$0 -$273K 0 – Closed
1997
RTS
Round Table Services
New Jersey
$0 -$211K 0 – Closed
1998
RCIM
Russell Clark Investment Management
United Kingdom
$0 -$2.17M 0 – Closed
1999
SSP
Sapphire Star Partners
Washington
$0 -$264K 0 – Closed
2000
SA
Sicart Associates
New York
$0 -$321K 0 – Closed