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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
326
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$13.2M -$617K 1 0.1% Reduced
327
Edge Asset Management
Edge Asset Management
Washington
$13.1M -$2.02M 1 0.1% Reduced
328
HHC
Hutchin Hill Capital
New York
$13.1M +$12.4M 3 0.45% Increased
329
ZIG
Zuckerman Investment Group
Illinois
$13.1M -$1.58M 1 3.2% Reduced
330
KLWA
Kelly Lawrence W & Associates
California
$12.7M +$108K 1 2.81% Increased
331
MAM
Mark Asset Management
New York
$12.3M -$402K 1 3.22% Reduced
332
LHC
Levy Harkins & Co
New York
$12.3M -$112K 1 4.7% Reduced
333
BIM
Barton Investment Management
Pennsylvania
$12.2M +$18.6K 1 4.05% Increased
334
STB
S&T Bank
Pennsylvania
$11.8M -$2.39M 1 1.89% Reduced
335
CAM
Capstone Asset Management
Texas
$11.8M -$926K 4 0.34% Reduced
336
GD
Grandfield & Dodd
New York
$11.7M +$474K 1 1.52% Increased
337
SCM
Stevens Capital Management
Pennsylvania
$11.7M +$7.45M 4 0.48% Increased
338
GIP
Granite Investment Partners
California
$11.6M +$1.01M 1 0.86% Increased
339
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$11.5M +$568K 1 0.22% Increased
340
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$11.4M -$188K 1 0.61% Reduced
341
MSA
Mason Street Advisors
Wisconsin
$11.4M +$106K 4 0.31% Increased
342
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$11.4M -$1.25M 2 0.27% Reduced
343
CI
Cooper Investors
Australia
$11.4M -$2.05M 1 2.03% Reduced
344
Kennedy Capital Management
Kennedy Capital Management
Missouri
$11.3M +$10.7M 2 0.2% New
345
SEM
Suncoast Equity Management
Florida
$11.3M -$836K 1 3.6% Reduced
346
DBG
De Burlo Group
Massachusetts
$11.3M +$10.2M 1 2.74% New
347
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.1M -$149K 2 0.11% Reduced
348
IG
Ithaka Group
Virginia
$11.1M -$2.05M 1 2.18% Reduced
349
Boston Trust Walden
Boston Trust Walden
Massachusetts
$11.1M +$1.62M 1 0.17% Increased
350
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$11M $0 1 0.13% Maintained