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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	Artisan Partners Milwaukee, Wisconsin	$67.2M	+$11.3M	1	0.08%	Increased
352	Trillium Asset Management Boston, Massachusetts	$67.2M	+$6.81M	1	1.58%	Increased
353	GIG Goodnow Investment Group Darien, Connecticut	$67.2M	+$16.8M	1	5.68%	Increased
354	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$66.7M	$0	1	2.73%	Maintained
355	BWC Blue Whale Capital London, United Kingdom	$66.5M	+$51.3M	2	5.41%	Increased
356	USS Investment Management London, United Kingdom	$65.8M	$0	2	0.5%	Maintained
357	BIM Barton Investment Management West Conshohocken, Pennsylvania	$65.6M	+$676K	1	5.7%	Increased
358	IVMX Institutional Venture Management XVI Menlo Park, California	$65.4M	-$6.54M	1	4.72%	Reduced
359	AAI Accomplice Associates II Boston, Massachusetts	$64.7M	+$74.6M	1	82.34%	New
360	Fifth Third Bancorp Cincinnati, Ohio	$64.5M	+$3.29M	12	0.25%	Increased
361	Private Advisor Group Morristown, New Jersey	$64.4M	-$20.3M	13	0.48%	Reduced
362	Driehaus Capital Management Chicago, Illinois	$64.3M	+$36.5M	2	0.66%	Increased
363	Carnegie Investment Counsel Pepper Pike, Ohio	$64.2M	+$28M	4	2.12%	Increased
364	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$64M	+$144K	3	10.27%	Increased
365	Axiom Investors Greenwich, Connecticut	$63.3M	-$116M	2	1.16%	Reduced
366	MetLife Investment Management Whippany, New Jersey	$62.6M	-$5.88M	9	0.51%	Reduced
367	Tocqueville Asset Management New York	$62.6M	+$437K	3	0.86%	Increased
368	PIM Platinum Investment Management Sydney Australia 2000, Australia	$62.6M	+$52.7M	4	1.74%	Increased
369	Daiwa Securities Group Tokyo, Japan	$61.8M	+$3.78M	7	0.36%	Increased
370	Polar Capital Holdings London, United Kingdom	$61.2M	-$265M	2	0.23%	Reduced
371	Whittier Trust South Pasadena, California	$61M	+$19.4M	6	0.99%	Increased
372	WMC Westwood Management Corporation Chicago, Illinois	$60.9M	-$3.37M	4	4.66%	Reduced
373	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$60.6M	+$3.67M	6	0.31%	Increased
374	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$60.3M	+$27.4M	5	0.29%	Increased
375	Quadrature Capital London, United Kingdom	$60.1M	+$65.7M	8	3.17%	Increased