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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
Rathbones Group
Rathbones Group
United Kingdom
$20.5M -$4.51M 5 0.1% Reduced
427
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$20.3M +$182K 3 0.13% Increased
428
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$20.3M -$767K 6 0.23% Reduced
429
PP
Pertento Partners
United Kingdom
$20.2M -$7.78M 1 2.23% Reduced
430
VWM
Valley Wealth Managers
New Jersey
$20.2M +$67.2K 3 1.49% Increased
431
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$20.2M -$348K 4 0.04% Reduced
432
TS
Tamar Securities
California
$20.1M +$107K 1 2.83% Increased
433
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$20.1M +$666K 4 0.11% Increased
434
Pathstone Holdings
Pathstone Holdings
New Jersey
$20M -$2.74M 9 0.09% Reduced
435
M&G plc
M&G plc
United Kingdom
$20M +$2.41M 1 0.07% Increased
436
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$19.9M -$371K 4 0.55% Reduced
437
CA
Cortland Associates
Missouri
$19.9M -$13.2M 1 2.41% Reduced
438
Brown Advisory
Brown Advisory
Maryland
$19.9M -$1.02M 5 0.03% Reduced
439
Weiss Asset Management
Weiss Asset Management
Massachusetts
$19.8M +$5.28M 3 0.43% Increased
440
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$19.8M +$3.25M 1 0.06% Increased
441
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$19.8M -$12.1M 10 0.03% Reduced
442
GCM
Gladstone Capital Management
United Kingdom
$19.5M -$27.1M 1 1.64% Reduced
443
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$19.2M +$10.4M 2 0.82% Increased
444
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18.7M -$262K 3 0.17% Reduced
445
RGC
Redwood Grove Capital
California
$18.7M +$3.39M 1 5.08% Increased
446
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$18.7M +$3.03M 5 0.15% Increased
447
Clearstead Advisors
Clearstead Advisors
Ohio
$18.7M +$724K 12 0.29% Increased
448
Shelton Capital Management
Shelton Capital Management
Colorado
$18.6M +$2.42M 4 0.48% Increased
449
IHL
Investment House LLC
California
$18.5M +$1.39M 2 1% Increased
450
SP
SIH Partners
Delaware
$18.4M -$4.07M 1 11.04% Reduced