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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

Bitcoin Miners Corporate Crypto Treasuries Crypto Exchanges Stablecoin Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
226	PIP Permian Investment Partners Dallas, Texas	$28M	-$5.99M	1	4.19%	Reduced
227	Rothschild & Co Asset Management US Stamford, Connecticut	$27.8M	+$340K	2	0.52%	Increased
228	RG Renaissance Group Covington, Kentucky	$27.7M	-$782K	1	1.11%	Reduced
229	Mawer Investment Management Calgary, Alberta, Canada	$27.5M	-$5.23M	1	0.32%	Reduced
230	Aviva London, United Kingdom	$27.1M	-$1.43M	2	0.2%	Reduced
231	Capital Fund Management (CFM) Paris, France	$27M	+$22M	2	0.26%	Increased
232	Dragoneer Investment Group San Francisco, California	$26.9M	-$8.59M	1	8.47%	Reduced
233	Select Equity Group New York	$26.8M	-$743K	1	0.22%	Reduced
234	BNP Paribas Asset Management Paris, France	$26.6M	+$383K	3	0.23%	Increased
235	PIM Provident Investment Management Novi, Michigan	$26M	+$87.9K	2	5.2%	Increased
236	Nomura Holdings Tokyo, Japan	$25.7M	+$9.18M	4	0.09%	Increased
237	BI BlueSpruce Investments Chicago, Illinois	$25.7M	+$23.2M	1	7.17%	Increased
238	IGM Incline Global Management New York	$25.5M	-$1.29M	1	5.88%	Reduced
239	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$25.4M	+$895K	2	0.25%	Increased
240	CAM Coronation Asset Management Cape Town, South Africa	$25.4M	-$854K	1	1.06%	Reduced
241	Employees Retirement System of Texas Austin, Texas	$25.3M	+$2.1M	3	0.35%	Increased
242	Eagle Asset Management St Petersburg, Florida	$25.3M	-$461K	1	0.18%	Reduced
243	Hennessy Advisors Inc Novato, California	$24.7M	+$681K	1	0.75%	Increased
244	British Columbia Investment Management Victoria, British Columbia, Canada	$24.5M	-$1.14M	3	0.23%	Reduced
245	Anchor Capital Advisors Boston, Massachusetts	$24.3M	+$3.67M	2	0.58%	Increased
246	Aberdeen Asset Management Aberdeen, United Kingdom	$24.3M	-$1.91M	2	0.09%	Reduced
247	Putnam Investments Boston, Massachusetts	$24M	+$3.64M	2	0.06%	Increased
248	CCMH Cornerstone Capital Management Holdings New York	$24M	-$5.18M	3	0.2%	Reduced
249	Rathbones Group Liverpool, United Kingdom	$23.9M	+$5.67M	2	1.46%	Increased
250	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$23.7M	+$17.7M	1	3.45%	Increased