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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
376	Oppenheimer & Co New York	$65.2M	-$620K	6	1.17%	Reduced
377	Bowen Hanes & Co Ponte Vedra Beach, Florida	$64.8M	-$475K	1	1.97%	Reduced
378	Capital Fund Management (CFM) Paris, France	$64.7M	+$47.7M	4	0.51%	Increased
379	AAM Aureus Asset Management Boston, Massachusetts	$63.9M	+$1.94M	1	4.11%	Increased
380	AAM Ardevora Asset Management London, United Kingdom	$62.4M	-$26.2M	2	0.79%	Reduced
381	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$62.3M	+$24.3M	2	6.63%	Increased
382	CA Cortland Associates St Louis, Missouri	$62.3M	+$277K	1	6.52%	Increased
383	CAM ClariVest Asset Management San Diego, California	$61.7M	-$2.02M	3	2.05%	Reduced
384	Mutual of America Capital Management New York	$61.3M	+$1.49M	4	0.6%	Increased
385	Scotia Capital Toronto, Ontario, Canada	$61.2M	-$55.7K	5	0.45%	Reduced
386	Swiss Life Asset Management Zurich,	$60.7M	+$4.6M	2	0.61%	Increased
387	LCP LGT Capital Partners Pfaeffikon, Switzerland	$60.6M	+$23.1M	1	1.72%	Increased
388	RA Rovida Advisors Fort Lauderdale, Florida	$60.2M	+$61.2M	2	2.61%	Increased
389	Carnegie Investment Counsel Pepper Pike, Ohio	$60.2M	-$512K	3	2.27%	Reduced
390	KP Kuvari Partners London, United Kingdom	$59.1M	+$56.2M	1	23.15%	New
391	Kestra Advisory Services Austin, Texas	$58.7M	+$7.91M	10	0.67%	Increased
392	Capital International Los Angeles, California	$58.5M	+$3.66M	1	3.22%	Increased
393	SCA Southpoint Capital Advisors New York	$58.3M	+$52.8M	1	1.01%	New
394	CT Cambridge Trust Cambridge, Massachusetts	$58M	+$283K	1	2.18%	Increased
395	TCM Tran Capital Management San Rafael, California	$57.9M	-$210K	1	4.78%	Reduced
396	Troy Asset Management London, United Kingdom	$57.9M	+$3.77M	1	0.99%	Increased
397	NRS Neville Rodie & Shaw New York	$57.5M	-$368K	1	4.43%	Reduced
398	TA Trivest Advisors Hong Kong	$57.1M	+$54.1M	2	5.84%	Increased
399	OC Oakmont Corp Los Angeles, California	$57.1M	$0	1	4.29%	Maintained
400	AAM AMI Asset Management Los Angeles, California	$56.7M	-$2.72M	1	2.84%	Reduced