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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
426
GPSPJS
General Pension Society PZU Joint Stock
Poland
$25.3M -$5.41M 1 11.7% Reduced
427
WesBanco Bank
WesBanco Bank
West Virginia
$25.3M +$1.47M 2 1.25% Increased
428
MLL
Moody Lynn & Lieberson
Massachusetts
$24.9M +$2.8M 1 2.7% Increased
429
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$24.8M $0 1 0.56% Maintained
430
FLII
First Long Island Investors
New York
$24.7M -$1.64M 1 2.79% Reduced
431
SC
Saybrook Capital
North Carolina
$24.6M -$978K 1 9.92% Reduced
432
BWC
Blue Whale Capital
United Kingdom
$24.5M +$6.92M 1 6.61% Increased
433
BVDMP
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$24.2M -$1.52M 1 3.79% Reduced
434
Penserra Capital Management
Penserra Capital Management
California
$24.2M +$8.5M 6 1.25% Increased
435
EPC
Emerson Point Capital
New York
$24M +$15.1M 2 4.56% Increased
436
TimesSquare Capital Management
TimesSquare Capital Management
New York
$23.7M +$5.41M 2 0.23% Increased
437
Capital International
Capital International
California
$23.6M +$1.03M 1 2.21% Increased
438
RHBC
R.H. Bluestein & Co
Michigan
$23.6M +$16M 2 1.32% Increased
439
MHIC
Marble Harbor Investment Counsel
Massachusetts
$23.6M -$442K 1 4.1% Reduced
440
B
BP
United Kingdom
$23.5M -$373K 2 0.86% Reduced
441
BWP
Baldwin Wealth Partners
Massachusetts
$23.5M -$767K 3 3.45% Reduced
442
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$23.5M +$5.61M 2 0.1% Increased
443
Profund Advisors
Profund Advisors
Maryland
$23.4M +$1.69M 2 1.3% Increased
444
Oribel Capital Management
Oribel Capital Management
New York
$23.1M +$18.4M 1 1.88% New
445
GC
Gillson Capital
Illinois
$23.1M +$20M 2 4.16% New
446
RGI
River Global Investors
United Kingdom
$23.1M -$2.3M 1 1.68% Reduced
447
AIP
ARS Investment Partners
New York
$23M -$21.6K 1 4.33% Reduced
448
BCM
BlueMar Capital Management
Florida
$23M -$6.78M 1 6.72% Reduced
449
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$22.9M +$164K 1 3.19% Increased
450
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$22.8M +$284K 2 0.52% Increased