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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
351	SC Spindletop Capital Chappaqua, New York	$9.63M	+$2.67M	1	8.09%	Increased
352	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$9.61M	+$10.6M	1	17.13%	New
353	MCM Mitchell Capital Management Leawood, Kansas	$9.58M	+$182K	1	3.35%	Increased
354	Cullen/Frost Bankers San Antonio, Texas	$9.53M	+$11M	1	0.38%	New
355	CCM Concourse Capital Management Atlanta, Georgia	$9.45M	+$10.9M	1	4.76%	New
356	Jefferies Group New York	$9.4M	+$10.2M	3	0.05%	Increased
357	NIP Nicholas Investment Partners Rancho Santa Fe, California	$9.34M	+$3.11M	2	0.67%	Increased
358	BIM BRC Investment Management Greenwood Village, Colorado	$9.15M	+$9.75K	1	1.41%	Increased
359	Clifford Swan Investment Counsel Pasadena, California	$9.03M	+$10.4M	1	0.65%	New
360	AIP ARS Investment Partners New York	$9.01M	-$100K	1	2.07%	Reduced
361	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$9.01M	+$8.68M	1	0.64%	Increased
362	Mutual of America Capital Management New York	$8.97M	+$4.57M	3	0.21%	Increased
363	ExxonMobil Investment Management Irving, Texas	$8.91M	+$9.16M	2	0.23%	Increased
364	Truist Financial Charlotte, North Carolina	$8.9M	+$8.19M	3	0.23%	Increased
365	Smith Salley Wealth Management Greensboro, North Carolina	$8.87M	+$238K	1	2.39%	Increased
366	Utah Retirement Systems Salt Lake City, Utah	$8.79M	+$7.81M	3	0.25%	Increased
367	LMR Partners London, United Kingdom	$8.74M	+$8.5M	2	0.96%	Increased
368	State of New Jersey Common Pension Fund D Trenton, New Jersey	$8.73M	+$4.3M	3	0.04%	Increased
369	IG Ithaka Group Arlington, Virginia	$8.69M	+$10M	1	1.33%	New
370	Edmond de Rothschild Holding Chambesy, Switzerland	$8.68M	+$9.15M	2	0.21%	Increased
371	Martingale Asset Management Boston, Massachusetts	$8.59M	+$3.49M	3	0.21%	Increased
372	FQ First Quadrant Glendale, California	$8.58M	+$6.86M	3	0.19%	Increased
373	MAM Meeder Asset Management Dublin, Ohio	$8.57M	+$6.63M	4	0.84%	Increased
374	KeyBank National Association Cleveland, Ohio	$8.49M	+$5.1M	3	0.06%	Increased
375	FSA Franklin Street Advisors Chapel Hill, North Carolina	$8.44M	+$9.43M	2	1.67%	Increased