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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
251
DCM
DGS Capital Management
New Jersey
$56.7M -$43.7K 2 14.94% Reduced
252
Private Advisor Group
Private Advisor Group
New Jersey
$56.3M +$25.1M 18 0.34% Increased
253
DAM
Dorsey Asset Management
Illinois
$56M -$34.5M 1 5.93% Reduced
254
Clear Street
Clear Street
New York
$56M -$687K 2 0.49% Reduced
255
AH Capital Management
AH Capital Management
California
$55.2M $0 1 7.88% Maintained
256
CCWM
Correct Capital Wealth Management
Missouri
$55.1M +$6.71M 2 8.87% Increased
257
SC US (TTGP)
SC US (TTGP)
California
$55M $0 2 0.52% Maintained
258
SCM
Spyglass Capital Management
California
$55M +$62.8M 1 3.78% New
259
Adage Capital Partners
Adage Capital Partners
Massachusetts
$54.7M +$960K 2 0.1% Increased
260
CA
Cullinan Associates
Kentucky
$54M -$2.68M 3 3.82% Reduced
261
HPM
Helix Partners Management
New York
$53.6M +$4.03M 2 15.91% Increased
262
SA
Situational Awareness
California
$53.2M +$84.2M 2 5.29% New
263
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$53.1M -$1.49M 3 0.6% Reduced
264
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$52.9M +$19.6M 1 0.38% Increased
265
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$52.8M +$19.8M 8 0.98% Increased
266
Cresset Asset Management
Cresset Asset Management
Illinois
$52.7M +$13.4M 14 0.26% Increased
267
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$52.6M -$5.84M 4 0.41% Reduced
268
EULAV Asset Management
EULAV Asset Management
Florida
$52.4M -$1.98M 4 1.29% Reduced
269
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$52M +$6.46M 1 0.75% Increased
270
Verition Fund Management
Verition Fund Management
Connecticut
$52M -$38.2M 12 0.24% Reduced
271
Walleye Capital
Walleye Capital
New York
$51.7M -$14M 16 0.23% Reduced
272
Azora Capital LP
Azora Capital LP
Florida
$51.7M +$2.1M 3 3.51% Increased
273
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$51.6M +$35.7M 10 0.21% Increased
274
Bessemer Group
Bessemer Group
New Jersey
$51.4M +$414K 9 0.09% Increased
275
Douglas Lane & Associates
Douglas Lane & Associates
New York
$51M -$1.08M 1 0.75% Reduced