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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
401	PineBridge Investments New York	$46.8M	+$5.37M	2	0.6%	Increased
402	Nissay Asset Management Tokyo, Japan	$46.6M	-$2.68M	2	0.46%	Reduced
403	Castleark Management Chicago, Illinois	$46.1M	-$4.02M	1	1.66%	Reduced
404	RBF Capital San Francisco, California	$46M	+$9.54M	5	2.87%	Increased
405	SEM Suncoast Equity Management Tampa, Florida	$45.8M	+$715K	1	6.75%	Increased
406	USS Investment Management London, United Kingdom	$45.6M	+$13.6M	2	0.39%	Increased
407	Altimeter Capital Management Boston, Massachusetts	$45.4M	+$40.9M	1	0.32%	Increased
408	Capital International Los Angeles, California	$45.4M	+$7.69M	1	2.74%	Increased
409	Obermeyer Wealth Partners Aspen, Colorado	$45.2M	+$909K	1	2.78%	Increased
410	MML Investors Services Springfield, Massachusetts	$44.9M	+$13.8M	6	0.43%	Increased
411	Bridges Investment Management Omaha, Nebraska	$44.9M	+$316K	2	1.31%	Increased
412	Troy Asset Management London, United Kingdom	$44.8M	-$12.2M	1	0.84%	Reduced
413	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$44.7M	+$8.79M	2	5.07%	Increased
414	Kestra Advisory Services Austin, Texas	$44.7M	+$5.22M	8	0.57%	Increased
415	JCM Jag Capital Management St Louis, Missouri	$44.7M	+$670K	2	3.95%	Increased
416	MI Markston International White Plains, New York	$43.7M	-$1.14M	1	4.91%	Reduced
417	Steward Partners Investment Advisory New York	$43.6M	+$580	13	0.77%	Increased
418	PCM Primavera Capital Management George Town, Cayman Islands	$43.3M	-$11.1M	1	2.32%	Reduced
419	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$42.8M	+$2.7M	4	1.12%	Increased
420	Appaloosa LP Short Hills, New Jersey	$42.5M	-$128M	1	0.61%	Reduced
421	Mariner Overland Park, Kansas	$42.1M	+$28M	2	0.29%	Increased
422	RHBC R.H. Bluestein & Co Birmingham, Michigan	$42.1M	+$2.03M	2	1.78%	Increased
423	MC MIG Capital Newport Beach, California	$41.9M	-$10.8M	1	4.13%	Reduced
424	NIM Northeast Investment Management Boston, Massachusetts	$41.7M	+$266K	2	2.46%	Increased
425	FA FDx Advisors Chicago, Illinois	$41.3M	-$6.47M	3	1.56%	Reduced