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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	Carmignac Gestion Paris, France	$54.5M	+$55.7M	2	0.98%	Increased
227	STRS Ohio Columbus, Ohio	$54.3M	-$39.4M	7	0.25%	Reduced
228	Nomura Asset Management Tokyo, Japan	$53.7M	+$2.49M	5	0.31%	Increased
229	DAM Dorsey Asset Management Chicago, Illinois	$53.1M	-$2.56M	1	7.72%	Reduced
230	SCM Suvretta Capital Management New York	$53.1M	+$11.3M	1	2.23%	Increased
231	GGHC Gilder Gagnon Howe & Co New York	$52.9M	-$1.07M	1	0.99%	Reduced
232	Asset Management One Tokyo, Japan	$52.7M	+$1.22M	5	0.26%	Increased
233	Varma Mutual Pension Insurance Co Helsinki, Finland	$52.7M	-$28.9M	1	0.74%	Reduced
234	Chevy Chase Trust Bethesda, Maryland	$52M	-$4.77M	2	0.22%	Reduced
235	Bessemer Group Woodbridge, New Jersey	$51.9M	+$353K	7	0.13%	Increased
236	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$51.9M	-$2.31M	1	1.42%	Reduced
237	BO block.one George Town, Grand Cayman, Cayman Islands	$51.6M	+$112M	2	56.82%	New
238	Twin Tree Management Dallas, Texas	$50.9M	-$5.47M	2	0.11%	Reduced
239	Westfield Capital Management Boston, Massachusetts	$50.6M	-$5.12M	1	0.39%	Reduced
240	MVP Miller Value Partners Sarasota, Florida	$50.1M	+$70.2M	2	3.23%	Increased
241	Storebrand Asset Management Lysaker, Norway	$50M	-$17.9K	4	0.28%	Reduced
242	EMG ETF Managers Group Summit, New Jersey	$49M	+$1.24M	3	2.3%	Increased
243	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$48.4M	+$18.5M	8	0.84%	Increased
244	Fort Washington Investment Advisors Cincinnati, Ohio	$48.3M	-$1.88M	1	0.37%	Reduced
245	VanEck Associates New York	$48.2M	+$17.2M	19	0.12%	Increased
246	Personal Capital Advisors Redwood City, California	$46.2M	-$23.8M	2	0.22%	Reduced
247	RBGI Ribbit Bullfrog GP II Palo Alto, California	$46.1M	+$52M	2	40.99%	New
248	Frontier Capital Management Boston, Massachusetts	$45.7M	-$6.17M	2	0.5%	Reduced
249	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$45.6M	-$96.7M	3	0.14%	Reduced
250	Trexquant Investment Stamford, Connecticut	$45.4M	+$47.4M	4	1.29%	Increased