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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
251	BP Banbury Partners Charlotte, North Carolina	$21.3M	+$22.3M	1	7.82%	New
252	Select Equity Group New York	$21.2M	-$4.28M	1	0.19%	Reduced
253	Handelsbanken Fonder Stockholm, Sweden	$21M	-$1.15M	1	0.86%	Reduced
254	KBC Group Brussels, Belgium	$20.4M	+$1.04M	4	0.29%	Increased
255	Envestnet Asset Management Chicago, Illinois	$19.7M	+$605K	4	0.08%	Increased
256	South Dakota Investment Council Sioux Falls, South Dakota	$19.6M	$0	1	0.43%	Maintained
257	JGC J. Goldman & Co New York	$19.5M	+$6.02M	2	1.02%	Increased
258	Fisher Asset Management Camas, Washington	$19.4M	+$2.35M	2	0.04%	Increased
259	Trillium Asset Management Boston, Massachusetts	$19.4M	+$1.53M	1	1.28%	Increased
260	RI Redwood Investments Boston, Massachusetts	$19.3M	+$934K	1	1.77%	Increased
261	Nuveen Charlotte, North Carolina	$19.2M	+$4.8M	3	0.12%	Increased
262	MLM Mount Lucas Management Newtown, Pennsylvania	$19M	-$87.9K	2	3.23%	Reduced
263	Nomura Holdings Tokyo, Japan	$19M	-$5.33M	2	0.06%	Reduced
264	RIM Rainier Investment Management Seattle, Washington	$18.9M	+$1.63M	1	0.91%	Increased
265	Nisa Investment Advisors St. Louis, Missouri	$18.8M	+$420K	4	0.25%	Increased
266	AIM Allen Investment Management New York	$18.6M	-$89.8K	1	1.3%	Reduced
267	ProShare Advisors Bethesda, Maryland	$18.6M	-$2.01M	4	0.24%	Reduced
268	CG Clinton Group New York	$18.3M	+$9.24M	4	0.8%	Increased
269	SM Sunriver Management Greenwich, Connecticut	$18.3M	+$1.79M	1	5.65%	Increased
270	Gabelli Funds Rye, New York	$17.9M	$0	1	0.11%	Maintained
271	US Bancorp Minneapolis, Minnesota	$17.7M	+$1.1M	6	0.07%	Increased
272	Douglas Lane & Associates New York	$17.3M	-$415K	1	0.5%	Reduced
273	Aberdeen Asset Management Aberdeen, United Kingdom	$17.3M	-$6M	1	0.06%	Reduced
274	Candriam SCA Strassen, Luxembourg, Luxembourg	$17.1M	-$1.64M	1	0.44%	Reduced
275	KA Kerrisdale Advisers Miami, Florida	$17M	+$4.7M	1	4.6%	Increased