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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
2076
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$0 -$22K 0 – Closed
2077
SCA
Sander Capital Advisors
Washington
$0 -$1.92M 0 – Closed
2078
SCC
Second Curve Capital
Pennsylvania
$0 -$1.39M 0 – Closed
2079
SAM
Sectoral Asset Management
Quebec, Canada
$0 -$111K 0 – Closed
2080
SAM
Shamrock Asset Management
Texas
$0 $0 1 0% Maintained
2081
SHJ
Sharkey, Howes & Javer
Colorado
$0 -$11K 0 – Closed
2082
SNS Financial Group
SNS Financial Group
Minnesota
$0 -$430K 0 – Closed
2083
SIM
Spark Investment Management
New York
$0 -$5.96M 0 – Closed
2084
SLG
Stanley-Laman Group
Pennsylvania
$0 -$326K 0 – Closed
2085
SVC
Strycker View Capital
New York
$0 -$15.6M 0 – Closed
2086
SPM
Symmetry Peak Management
Pennsylvania
$0 -$551K 0 – Closed
2087
SCP
Syntal Capital Partners
Texas
$0 -$569K 0 – Closed
2088
SFM
Systematic Financial Management
New Jersey
$0 -$398K 0 – Closed
2089
TA
TCG Advisors
Texas
$0 -$5K 0 – Closed
2090
TCA
Teewinot Capital Advisers
New York
$0 -$378K 0 – Closed
2091
TCM
Thames Capital Management
New Jersey
$0 -$14.3M 0 – Closed
2092
TIP
Torray Investment Partners
Maryland
$0 -$215K 0 – Closed
2093
TFA
Transamerica Financial Advisors
Florida
$0 -$1K 0 – Closed
2094
TLP
Trinity Legacy Partners
Texas
$0 -$201K 0 – Closed
2095
VLC
Van Leeuwen & Company
New Jersey
$0 -$331K 0 – Closed
2096
VWM
Venturi Wealth Management
Texas
$0 -$234K 0 – Closed
2097
VC
Vicus Capital
Pennsylvania
$0 -$295K 0 – Closed
2098
VC
Vivo Capital
California
$0 -$14.2M 0 – Closed
2099
Waverton Investment Management
Waverton Investment Management
United Kingdom
$0 -$1.72M 0 – Closed
2100
WA
Wealth Architects
California
$0 -$213K 0 – Closed