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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
301	RAM RWC Asset Management London, United Kingdom	$34M	-$840K	1	1.49%	Reduced
302	WestEnd Advisors Charlotte, North Carolina	$33.6M	-$6.49M	1	2.92%	Reduced
303	SC Spindletop Capital Chappaqua, New York	$33.2M	$0	1	29.9%	Maintained
304	Two Sigma Advisers New York	$33.2M	+$2.32M	4	0.08%	Increased
305	Arizona State Retirement System Phoenix, Arizona	$33.1M	-$136K	4	0.38%	Reduced
306	Factory Mutual Insurance Waltham, Massachusetts	$32.7M	$0	1	0.39%	Maintained
307	MCM Maryland Capital Management Towson, Maryland	$32.6M	-$4.09M	1	3.86%	Reduced
308	OAM Oxford Asset Management Oxford, United Kingdom	$32.5M	+$13.9M	7	0.7%	Increased
309	Chicago Capital Chicago, Illinois	$32.3M	-$275K	1	2.06%	Reduced
310	Huntington National Bank Columbus, Ohio	$32.1M	-$1.45M	4	0.52%	Reduced
311	NN Investment Partners Holdings The Hague, Netherlands	$32M	+$8.86M	2	0.25%	Increased
312	TPSF Texas Permanent School Fund Austin, Texas	$31.6M	-$188K	4	0.49%	Reduced
313	FSA Franklin Street Advisors Chapel Hill, North Carolina	$31.3M	-$266K	2	4.03%	Reduced
314	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$31.3M	-$1.29M	1	3.35%	Reduced
315	Utah Retirement Systems Salt Lake City, Utah	$31.1M	+$533K	3	0.6%	Increased
316	Hillhouse Investment Management Grand Cayman, Cayman Islands	$31.1M	+$20.5M	1	0.99%	Increased
317	GD Grandfield & Dodd New York	$31M	-$339K	1	3.07%	Reduced
318	RG Renaissance Group Covington, Kentucky	$30.8M	-$1.67M	1	1.25%	Reduced
319	MLICM Metropolitan Life Insurance Company (MetLife) New York	$30.8M	+$1.3M	5	0.52%	Increased
320	Bowen Hanes & Co Ponte Vedra Beach, Florida	$30.8M	+$381K	1	1.32%	Increased
321	Rafferty Asset Management New York	$30.8M	-$4.58M	4	0.54%	Reduced
322	AAM Aureus Asset Management Boston, Massachusetts	$30.6M	-$15.5K	1	3.77%	Reduced
323	Clifford Swan Investment Counsel Pasadena, California	$30.2M	-$1.21M	1	1.59%	Reduced
324	IHL Investment House LLC Redondo Beach, California	$30.1M	+$613K	2	3.16%	Increased
325	PIM Provident Investment Management Novi, Michigan	$29.4M	+$693K	2	4.36%	Increased