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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
326	Hosking Partners London, United Kingdom	$78.9M	-$1.74M	1	1.9%	Reduced
327	Amalgamated Bank New York	$77.8M	+$1.99M	9	0.57%	Increased
328	Carmignac Gestion Paris, France	$76M	-$272M	2	1.06%	Reduced
329	Williams Jones Wealth Management New York	$75.8M	+$8.51M	2	0.95%	Increased
330	IMC Chicago Chicago, Illinois	$75.5M	+$50.7M	9	0.06%	Increased
331	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$75.4M	+$9.97M	4	0.73%	Increased
332	ECM Engle Capital Management Greenwich, Connecticut	$74.7M	-$22.4M	2	15.1%	Reduced
333	EWA Evolution Wealth Advisors Aventura, Florida	$74.4M	+$114M	3	11.23%	Increased
334	SAM Shell Asset Management The Hague, Netherlands	$73.7M	-$2.95M	9	1.51%	Reduced
335	Viking Global Investors Stamford, Connecticut	$73.5M	+$98.6M	1	0.21%	New
336	Baird Financial Group Milwaukee, Wisconsin	$73.2M	+$2.64M	7	0.17%	Increased
337	Douglass Winthrop Advisors New York	$73M	+$3.73M	1	1.64%	Increased
338	PPW Parcion Private Wealth Bellevue, Washington	$72.1M	+$1.89M	3	6.51%	Increased
339	RAM RWC Asset Management London, United Kingdom	$72.1M	+$20.6M	1	2%	Increased
340	AustralianSuper Melbourne, Australia	$71.8M	+$2.34M	1	0.37%	Increased
341	SP ShawSpring Partners Boston, Massachusetts	$71.6M	-$36.2M	1	8.83%	Reduced
342	MVP Miller Value Partners Sarasota, Florida	$70.7M	+$85.3M	2	1.94%	Increased
343	Gabelli Funds Rye, New York	$70M	-$474K	2	0.44%	Reduced
344	Första AP-fonden Stockholm, Sweden	$69.8M	+$9.6M	5	0.7%	Increased
345	SCM Suvretta Capital Management New York	$69.4M	+$27.5M	1	1.34%	Increased
346	KAS Kemnay Advisory Services New York	$69M	-$15.4M	1	9.69%	Reduced
347	Select Equity Group New York	$68.4M	-$5.31M	1	0.19%	Reduced
348	Assenagon Asset Management Senningerberg, Luxembourg	$68.3M	-$114M	3	0.2%	Reduced
349	SI Salesforce Inc San Francisco, California	$68.3M	-$3.2M	1	18.01%	Reduced
350	DnB Asset Management Oslo, Norway	$67.9M	+$5.64M	4	0.4%	Increased