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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
426	Flossbach Von Storch Cologne, Germany	$13.2M	-$757K	1	0.13%	Reduced
427	AO Allen Operations New York	$13.2M	$0	1	4.86%	Maintained
428	RFA Reilly Financial Advisors La Mesa, California	$13.1M	-$849K	2	1.86%	Reduced
429	VCAM Van Cleef Asset Management Beachwood, Ohio	$12.8M	-$90.5K	1	3.07%	Reduced
430	FPCM Financial Partners Capital Management New York	$12.8M	-$132K	1	3.9%	Reduced
431	Bowen Hanes & Co Ponte Vedra Beach, Florida	$12.8M	+$12.2M	1	0.6%	New
432	Calamos Advisors Naperville, Illinois	$12.6M	+$176K	2	0.08%	Increased
433	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$12.6M	+$191K	1	0.96%	Increased
434	PFU Parus Finance (UK) London, United Kingdom	$12.6M	-$1.7M	1	2.42%	Reduced
435	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$12.5M	+$137K	4	0.15%	Increased
436	LF Lannebo Fonder Stockholm, Sweden	$12.5M	$0	1	4.28%	Maintained
437	Group One Trading Chicago, Illinois	$12.5M	-$2.98M	4	0.11%	Reduced
438	HAM Honeycomb Asset Management New York	$12.5M	+$12M	1	1.44%	New
439	TCTC Holdings Dallas, Texas	$12.5M	-$2.63K	1	0.6%	Reduced
440	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$12.4M	-$6.42M	2	0.38%	Reduced
441	MCM McRae Capital Management Morristown, New Jersey	$12.4M	-$183K	1	5.19%	Reduced
442	Simplex Trading Chicago, Illinois	$12.3M	+$7.91M	5	0.05%	Increased
443	BB&T Securities Richmond, Virginia	$12.2M	+$1.18M	5	0.13%	Increased
444	HCM Hodges Capital Management Dallas, Texas	$12.2M	-$902K	2	0.9%	Reduced
445	Twin Tree Management Dallas, Texas	$12.2M	-$5.07M	3	0.07%	Reduced
446	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$12.2M	+$1.45M	4	0.16%	Increased
447	BVF Inc San Francisco, California	$12.1M	+$9.44M	1	1.18%	New
448	EP Elkfork Partners Portland, Oregon	$12.1M	-$4.86M	3	0.31%	Reduced
449	Greenleaf Trust Kalamazoo, Michigan	$12.1M	+$605K	2	0.23%	Increased
450	LOAMU Lombard Odier Asset Management (USA) New York	$12M	+$3.5M	1	0.78%	Increased