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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	Första AP-fonden Stockholm, Sweden	$23.1M	+$564K	3	0.25%	Increased
327	SA Sycale Advisors New York	$23.1M	-$645K	1	5.04%	Reduced
328	BIM Barton Investment Management West Conshohocken, Pennsylvania	$22.9M	-$7.5K	1	3.44%	Reduced
329	Creative Planning Overland Park, Kansas	$22.9M	-$643K	10	0.03%	Reduced
330	Kayne Anderson Rudnick Investment Management Los Angeles, California	$22.7M	-$726K	3	0.06%	Reduced
331	FCC Founders Circle Capital Campbell, California	$22.7M	-$2.36M	1	24.07%	Reduced
332	ICM Invenomic Capital Management Boston, Massachusetts	$22.5M	+$16.9M	1	1.14%	Increased
333	RG Renaissance Group Covington, Kentucky	$22.4M	+$2.25M	1	0.97%	Increased
334	Hosking Partners London, United Kingdom	$22.3M	+$1.52M	1	0.94%	Increased
335	Xponance Philadelphia, Pennsylvania	$22.2M	+$6.69M	6	0.3%	Increased
336	Troy Asset Management London, United Kingdom	$22.1M	+$2.83M	1	0.65%	Increased
337	LWM Long Walk Management Greenwich, Connecticut	$22M	+$9.28M	1	16.24%	Increased
338	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$21.9M	-$9.53M	3	0.8%	Reduced
339	Bridges Investment Management Omaha, Nebraska	$21.9M	+$3.95M	2	0.74%	Increased
340	Banque Pictet & Cie Geneva 73, Switzerland	$21.9M	+$3.28M	3	0.19%	Increased
341	Klingenstein Fields & Co New York	$21.7M	+$152K	1	1%	Increased
342	AGM Alpine Global Management New York	$21.6M	-$11.6K	1	5.93%	Reduced
343	CIBC World Markets New York	$21.4M	+$10.8M	1	0.17%	Increased
344	Rathbones Group Liverpool, United Kingdom	$21.3M	-$857K	3	0.2%	Reduced
345	Utah Retirement Systems Salt Lake City, Utah	$21.3M	-$626K	5	0.3%	Reduced
346	Guinness Asset Management London, United Kingdom	$21.3M	+$6.07M	1	0.49%	Increased
347	MML Investors Services Springfield, Massachusetts	$21.2M	+$2.34M	8	0.12%	Increased
348	FCI Financial Counselors Inc Overland Park, Kansas	$21.1M	+$796K	2	0.43%	Increased
349	Allspring Global Investments Charlotte, North Carolina	$21M	-$12.3M	7	0.03%	Reduced
350	AE Wealth Management Topeka, Kansas	$21M	+$1.48M	13	0.13%	Increased