← 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
2001
GITFIT
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$621K +$32.5K 2 0.25% Increased
2002
AFCM
Applied Finance Capital Management
Puerto Rico
$620K -$22.4K 1 0.05% Reduced
2003
CFSG
Clark Financial Services Group
Missouri
$619K +$91.4K 2 0.29% Increased
2004
LHC
Little House Capital
Massachusetts
$618K +$69K 1 0.14% Increased
2005
MWC
MBM Wealth Consultants
Missouri
$614K +$462K 1 0.12% Increased
2006
AL
ARWA LLC
Texas
$608K +$260K 1 0.25% Increased
2007
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$607K $0 2 0.04% Maintained
2008
Advisory Alpha
Advisory Alpha
Michigan
$605K +$303K 2 0.01% Increased
2009
FCA
FLC Capital Advisors
California
$604K $0 1 0.1% Maintained
2010
Sit Investment Associates
Sit Investment Associates
Minnesota
$604K $0 2 0.01% Maintained
2011
SL
Sentry LLC
Tennessee
$603K +$193K 2 0.17% Increased
2012
VWM
Vertrix Wealth Management
Michigan
$601K +$61.3K 1 0.2% Increased
2013
IA
Inspire Advisors
Idaho
$599K +$454K 2 0.04% Increased
2014
VAM
Verity Asset Management
North Carolina
$598K +$669K 2 0.23% New
2015
HCP
Hexagon Capital Partners
Arkansas
$597K -$502 1 0.08% Reduced
2016
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$594K -$10.7K 2 0.01% Reduced
2017
Munich Reinsurance
Munich Reinsurance
$594K -$910K 1 0.01% Reduced
2018
MDA
Minot DeBlois Advisors
Massachusetts
$593K +$18.7K 2 0.51% Increased
2019
CAWM
Capital Advisors Wealth Management
Washington
$592K +$61.9K 2 0.07% Increased
2020
FFC
First Financial Corp
Indiana
$590K +$6.5K 1 0.2% Increased
2021
TA
TFB Advisors
Kansas
$588K +$46.5K 1 0.26% Increased
2022
NI
Natural Investments
California
$588K $0 1 0.13% Maintained
2023
1W
1776 Wealth
Georgia
$586K $0 1 0.21% Maintained
2024
SMC
Smith, Moore & Co
Missouri
$585K -$269K 2 0.04% Reduced
2025
CF
Carlson Financial
Oregon
$584K -$3.64K 2 0.3% Reduced