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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
OC
Oakmont Corp
California
$51M $0 1 3.95% Maintained
427
First Pacific Advisors
First Pacific Advisors
California
$50.4M -$10.5M 4 0.65% Reduced
428
Azimuth Capital Management
Azimuth Capital Management
Michigan
$50.1M +$12.2M 2 2.15% Increased
429
Mariner
Mariner
Kansas
$49.8M +$2.51M 3 0.26% Increased
430
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$49.6M +$557K 1 2.75% Increased
431
FA
FDx Advisors
Illinois
$49.5M +$2.7M 5 1.58% Increased
432
Troy Asset Management
Troy Asset Management
United Kingdom
$49.4M -$2.44M 1 0.93% Reduced
433
GCM
Glynn Capital Management
California
$49.4M +$1.37M 1 4.34% Increased
434
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$49.2M +$32.6M 8 0.67% Increased
435
AAM
AMI Asset Management
California
$49.2M -$1.54M 1 2.46% Reduced
436
AE Wealth Management
AE Wealth Management
Kansas
$48.9M +$101K 9 0.4% Increased
437
NC
Nitorum Capital
New York
$48.7M +$5.19M 1 2.32% Increased
438
Swiss Life Asset Management
Swiss Life Asset Management
$48.4M -$6.96M 2 0.67% Reduced
439
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$48.3M +$14M 7 1.12% Increased
440
MAI Capital Management
MAI Capital Management
Ohio
$48.3M +$6.32M 4 0.93% Increased
441
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$47.9M +$23.1M 17 0.87% Increased
442
RE
RBC Europe
United Kingdom
$47.6M +$3.04M 13 1.95% Increased
443
IMC Chicago
IMC Chicago
Illinois
$47.3M +$21.8M 4 0.05% Increased
444
MSL
Mackay Shields LLC
New York
$47M -$1.53M 2 0.44% Reduced
445
PGF
Pelham Global Financials
United Kingdom
$46.4M +$13.4M 2 14.97% Increased
446
SEM
Suncoast Equity Management
Florida
$46.2M -$3.28M 1 6.46% Reduced
447
CG
Cutler Group
California
$46.1M +$15.4M 23 2.07% Increased
448
Capstone Investment Advisors
Capstone Investment Advisors
New York
$45.9M +$47.7M 4 0.09% Increased
449
Phoenix Financial
Phoenix Financial
Israel
$45.8M +$3.63M 3 0.79% Increased
450
NIM
Northeast Investment Management
Massachusetts
$45.5M +$502K 2 2.43% Increased