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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
401
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$54.9M +$6.69M 4 1.31% Increased
402
Seizert Capital Partners
Seizert Capital Partners
Michigan
$54.6M -$1.39M 1 2.37% Reduced
403
AAP
Ardsley Advisory Partners
Connecticut
$54.6M -$3.49M 4 6.75% Reduced
404
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$54.3M -$81.9M 2 0.7% Reduced
405
Baird Financial Group
Baird Financial Group
Wisconsin
$54.3M +$6.14M 13 0.09% Increased
406
Third Point
Third Point
New York
$53.8M +$44M 1 0.6% New
407
Panagora Asset Management
Panagora Asset Management
Massachusetts
$53.6M +$3.89M 4 0.22% Increased
408
YC
Yarbrough Capital
Tennessee
$53.5M -$1.85M 3 1.67% Reduced
409
Banco Santander
Banco Santander
Spain
$53.2M -$214K 8 0.47% Reduced
410
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$53.2M +$6.25M 34 0.03% Increased
411
GIG
Goodnow Investment Group
Connecticut
$52.8M +$5.58M 1 5.05% Increased
412
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$52.7M +$23.5M 13 0.08% Increased
413
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$52.6M +$8.15M 6 0.43% Increased
414
NewEdge Advisors
NewEdge Advisors
Louisiana
$52.6M +$11.8M 36 0.24% Increased
415
Sanctuary Advisors
Sanctuary Advisors
Indiana
$52.5M +$7.41M 16 0.3% Increased
416
SFG
Sather Financial Group
Texas
$52.3M +$951K 1 2.84% Increased
417
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$52.1M +$1.08M 1 0.33% Increased
418
IAM
Infinitum Asset Management
Florida
$51.7M +$56.3M 3 9.51% New
419
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$51.6M +$48.9M 13 0.28% New
420
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$51.5M -$4.16M 5 0.3% Reduced
421
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$51.5M +$13.5M 23 1.56% Increased
422
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$51.4M +$1.86M 4 0.79% Increased
423
PCMC
Paragon Capital Management (Colorado)
Colorado
$51.4M -$2.81M 2 9.66% Reduced
424
SBI Securities
SBI Securities
Japan
$51.4M -$4.03M 59 1.31% Reduced
425
Oppenheimer & Co
Oppenheimer & Co
New York
$51.3M +$5.67M 15 0.63% Increased