← All themes

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
276	SC Spindletop Capital Chappaqua, New York	$31.6M	+$7.07M	1	23.53%	Increased
277	GPSPJS General Pension Society PZU Joint Stock Warsaw, Poland	$31.6M	+$44K	1	12.75%	Increased
278	SEC Seven Eight Capital New York	$31.2M	+$26.8M	3	1.89%	Increased
279	GIG Goodnow Investment Group Darien, Connecticut	$30.5M	+$594K	1	4.45%	Increased
280	Natixis Advisors Boston, Massachusetts	$30.1M	+$187K	2	0.26%	Increased
281	BIM Barton Investment Management West Conshohocken, Pennsylvania	$30M	-$151K	1	4.65%	Reduced
282	Douglass Winthrop Advisors New York	$29.9M	+$1.97M	1	1.32%	Increased
283	Castleark Management Chicago, Illinois	$29.7M	-$7.85M	1	0.85%	Reduced
284	Anchor Capital Advisors Boston, Massachusetts	$29.6M	-$2.12M	2	1.08%	Reduced
285	OAM Oxford Asset Management Oxford, United Kingdom	$29.5M	+$19M	4	0.62%	Increased
286	OP Oslo Pensjonsforsikring Oslo,	$29.4M	$0	1	6.18%	Maintained
287	Capital International Investors Los Angeles, California	$29.2M	+$22.7M	1	0.01%	New
288	TPSF Texas Permanent School Fund Austin, Texas	$29.2M	-$609K	4	0.4%	Reduced
289	CIBC World Market Toronto, Ontario, Canada	$28.7M	+$3.9M	2	0.12%	Increased
290	KeyBank National Association Cleveland, Ohio	$28.7M	+$4.35M	4	0.16%	Increased
291	Artisan Partners Milwaukee, Wisconsin	$28.6M	-$216K	1	0.05%	Reduced
292	MCM Maryland Capital Management Towson, Maryland	$28.3M	-$389K	1	3.71%	Reduced
293	IHL Investment House LLC Redondo Beach, California	$27.8M	+$693K	2	2.97%	Increased
294	CA Cortland Associates St Louis, Missouri	$27.8M	-$225K	1	4.31%	Reduced
295	BG Bollard Group Boston, Massachusetts	$27.7M	+$238K	1	1.11%	Increased
296	AAM Ardevora Asset Management London, United Kingdom	$27.2M	-$1.52M	1	0.76%	Reduced
297	FSA Franklin Street Advisors Chapel Hill, North Carolina	$27.2M	-$2.76M	2	3.68%	Reduced
298	Huntington National Bank Columbus, Ohio	$27.1M	-$335K	4	0.42%	Reduced
299	PIM Provident Investment Management Novi, Michigan	$26.7M	-$1.14M	2	3.79%	Reduced
300	AC Asturias Capital New York	$26.6M	+$4.06M	1	6.61%	Increased