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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	SGMPI Spark Growth Management Partners II Boston, Massachusetts	$28.5M	$0	1	22.61%	Maintained
327	Becker Capital Management Portland, Oregon	$28.4M	+$11.7M	1	1.37%	Increased
328	G1 Greylock 15 Menlo Park, California	$28.3M	$0	1	26.57%	Maintained
329	TCM Tran Capital Management San Rafael, California	$27.6M	-$11.8M	2	3.16%	Reduced
330	Putnam Investments Boston, Massachusetts	$26.8M	-$94.9M	2	0.05%	Reduced
331	Guggenheim Capital Chicago, Illinois	$26.8M	-$2.42M	5	0.21%	Reduced
332	MCM Mason Capital Management New York	$26.7M	+$70.8M	1	8.66%	Increased
333	Utah Retirement Systems Salt Lake City, Utah	$26.7M	+$5.67M	6	0.43%	Increased
334	FA FDx Advisors Chicago, Illinois	$26.6M	-$102K	6	1%	Reduced
335	Trillium Asset Management Boston, Massachusetts	$26.6M	-$1.21M	1	0.82%	Reduced
336	ACM Alta Capital Management Salt Lake City, Utah	$26.5M	-$214K	1	1.95%	Reduced
337	BC BIT Capital Berlin, Germany	$26.5M	-$5.26M	13	3.61%	Reduced
338	HT HAP Trading New York	$26.4M	+$22.6M	6	1.32%	Increased
339	Hosking Partners London, United Kingdom	$26.4M	-$4.41M	1	1.04%	Reduced
340	Highbridge Capital Management New York	$26.3M	+$16.2M	4	0.6%	Increased
341	Glenmede Trust Philadelphia, Pennsylvania	$26.3M	-$1.15M	4	0.15%	Reduced
342	Credit Agricole Montrouge Cedex, France	$26.1M	+$12.1M	5	0.64%	Increased
343	Första AP-fonden Stockholm, Sweden	$26.1M	+$5.16M	4	0.34%	Increased
344	USS Investment Management London, United Kingdom	$25.9M	-$1.34M	2	0.26%	Reduced
345	Balyasny Asset Management Chicago, Illinois	$25.5M	+$8.61M	7	0.08%	Increased
346	HRT Financial New York	$25.5M	-$43.6M	18	0.28%	Reduced
347	Castle Hook Partners New York	$25.5M	-$19.6M	1	0.91%	Reduced
348	Gotham Asset Management New York	$25.3M	+$18.2M	4	0.81%	Increased
349	A Apoletto Road Town, Tortola, British Virgin Islands	$25.3M	$0	3	7%	Maintained
350	Weiss Asset Management Boston, Massachusetts	$25.2M	+$4.03M	4	0.62%	Increased