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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
276	Douglass Winthrop Advisors New York	$38.2M	+$1.41M	1	1.67%	Increased
277	Nomura Holdings Tokyo, Japan	$38.2M	-$28.6M	3	0.16%	Reduced
278	BIM Barton Investment Management West Conshohocken, Pennsylvania	$37.1M	-$78.5K	1	6.2%	Reduced
279	Washington Trust Westerly, Rhode Island	$37M	-$1.31M	1	2.07%	Reduced
280	Natixis Advisors Boston, Massachusetts	$36.8M	+$310K	3	0.32%	Increased
281	Artisan Partners Milwaukee, Wisconsin	$36.7M	-$1.01M	1	0.07%	Reduced
282	WestEnd Advisors Charlotte, North Carolina	$36.6M	-$7.45M	1	3.44%	Reduced
283	MAM Myriad Asset Management North Point, Hong Kong	$36.3M	+$33.1M	1	3.27%	New
284	Federated Hermes Pittsburgh, Pennsylvania	$36.2M	+$1.97M	4	0.09%	Increased
285	Hyperion Asset Management Brisbane, Australia	$36.1M	-$2.91M	1	11.34%	Reduced
286	SCM Steadfast Capital Management New York	$36.1M	-$12.1M	1	0.57%	Reduced
287	Flossbach Von Storch Cologne, Germany	$35.7M	-$25.8M	1	0.33%	Reduced
288	Azora Capital LP Miami, Florida	$35.4M	+$28.5M	1	5.79%	Increased
289	SC Spindletop Capital Chappaqua, New York	$35.2M	$0	1	33.1%	Maintained
290	AAM AMI Asset Management Los Angeles, California	$35.2M	-$9.86M	1	2.59%	Reduced
291	Smead Capital Management Phoenix, Arizona	$35M	-$786K	1	1.77%	Reduced
292	BG Bollard Group Boston, Massachusetts	$35M	+$843K	1	1.32%	Increased
293	MCM Maltese Capital Management New York	$34.9M	+$254K	2	2.67%	Increased
294	Gulf International Bank (UK) London, United Kingdom	$34.9M	+$818K	3	0.61%	Increased
295	OP Oslo Pensjonsforsikring Oslo,	$34.8M	$0	1	7.16%	Maintained
296	SIM Spark Investment Management New York	$34.6M	+$33M	3	1.6%	Increased
297	EPC Emerson Point Capital Larchmont, New York	$34.3M	-$1.77M	2	9.69%	Reduced
298	SAM Scopus Asset Management New York	$33.7M	-$23.9M	1	0.99%	Reduced
299	Picton Mahoney Asset Management Toronto, Ontario, Canada	$33.4M	+$1.47M	1	2.53%	Increased
300	MCM Maryland Capital Management Towson, Maryland	$33.4M	-$573K	1	4.13%	Reduced