← 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	Raymond James Financial Services Advisors St. Petersburg, Florida	$31.8M	-$1.23M	3	0.17%	Reduced
277	Hyperion Asset Management Brisbane, Australia	$31.8M	+$1.16M	1	12.47%	Increased
278	Zurich Insurance Group Zurich, Switzerland	$31.5M	+$12.5M	1	0.76%	Increased
279	William Blair Investment Management Chicago, Illinois	$31.5M	-$22.4M	2	0.16%	Reduced
280	GIG Goodnow Investment Group Darien, Connecticut	$31.2M	+$1.95M	1	5.88%	Increased
281	Artisan Partners Milwaukee, Wisconsin	$30.6M	+$3.26M	1	0.07%	Increased
282	Aberdeen Group Edinburgh, United Kingdom	$30.6M	-$3.88M	4	0.07%	Reduced
283	Squarepoint New York	$30.4M	+$22.4M	4	0.35%	Increased
284	BCM Bares Capital Management Austin, Texas	$30.4M	+$12M	1	0.92%	Increased
285	GPSPJS General Pension Society PZU Joint Stock Warsaw, Poland	$30.2M	$0	1	13.96%	Maintained
286	BIM Barton Investment Management West Conshohocken, Pennsylvania	$30.1M	+$1.36M	1	6.02%	Increased
287	TCP ThornTree Capital Partners Boston, Massachusetts	$30M	+$11.8M	1	9.44%	Increased
288	Douglass Winthrop Advisors New York	$29.7M	+$1.04M	1	1.48%	Increased
289	Washington Trust Westerly, Rhode Island	$29.7M	-$838K	1	1.89%	Reduced
290	Natixis Advisors Boston, Massachusetts	$29.4M	+$1.22M	3	0.29%	Increased
291	EPC Emerson Point Capital Larchmont, New York	$29.3M	+$29.2M	2	11.81%	New
292	AAM Ardevora Asset Management London, United Kingdom	$29.3M	+$3.19M	1	0.88%	Increased
293	IG Ithaka Group Arlington, Virginia	$29.1M	-$776K	2	5.33%	Reduced
294	Janney Montgomery Scott Philadelphia, Pennsylvania	$29.1M	-$1.32M	3	0.28%	Reduced
295	Smead Capital Management Phoenix, Arizona	$29M	-$1.27M	1	1.52%	Reduced
296	Stephens Investment Management Group Houston, Texas	$29M	-$190K	2	0.69%	Reduced
297	Fjarde Ap-fonden Stockholm, Sweden	$29M	-$3.5M	3	0.5%	Reduced
298	SC Spindletop Capital Chappaqua, New York	$28.3M	$0	1	25.65%	Maintained
299	OP Oslo Pensjonsforsikring Oslo,	$28.2M	$0	1	6.78%	Maintained
300	Arizona State Retirement System Phoenix, Arizona	$28.1M	-$4.15M	4	0.36%	Reduced