← All themes

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
526	AL AJO LP Philadelphia, Pennsylvania	$11.6M	+$2.45M	1	0.06%	Increased
527	RCM Riverpark Capital Management New York	$11.6M	-$126K	1	2.47%	Reduced
528	IC Inverness Counsel New York	$11.6M	-$2.39M	1	0.59%	Reduced
529	Azimuth Capital Management Bloomfield Hills, Michigan	$11.5M	+$462K	2	0.76%	Increased
530	MAM Myriad Asset Management North Point, Hong Kong	$11.4M	-$27.7M	1	1.07%	Reduced
531	PP PDT Partners New York	$11.3M	+$8.46M	2	0.67%	Increased
532	Wasatch Advisors Salt Lake City, Utah	$11.3M	+$9.5M	2	0.11%	Increased
533	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$11.3M	-$74.3K	1	3.22%	Reduced
534	AAIM American Assets Investment Management San Diego, California	$11.3M	$0	3	1.8%	Maintained
535	Nippon Life Global Investors Americas New York	$11.2M	$0	2	0.85%	Maintained
536	RCM Ratan Capital Management Miami Beach, Florida	$11.2M	+$10.9M	1	2.49%	New
537	VEPM Vista Equity Partners Management San Francisco, California	$11.2M	+$974K	1	2.11%	Increased
538	RIG Renaissance Investment Group Lenox, Massachusetts	$11.2M	-$600K	1	4.18%	Reduced
539	VU Vanderbilt University Nashville, Tennessee	$11.2M	$0	1	6.09%	Maintained
540	SAM Shikiar Asset Management New York	$11.2M	-$229K	1	4.37%	Reduced
541	APC Alta Park Capital San Francisco, California	$11.1M	-$8.55M	1	3.74%	Reduced
542	PPCM Pillar Pacific Capital Management Pacifica, California	$11.1M	-$42.1K	1	1.24%	Reduced
543	LIC Laurus Investment Counsel Toronto, Canada	$11.1M	+$1.08M	1	7.85%	Increased
544	Engineers Gate Manager New York	$11.1M	+$7.96M	3	0.61%	Increased
545	BCM BlueMar Capital Management Miami, Florida	$11.1M	-$267K	1	3.23%	Reduced
546	CC Cornerstone Capital Palo Alto, California	$11M	+$10.5K	1	1.73%	Increased
547	IFM Investors Melbourne, Australia	$11M	+$937K	3	0.63%	Increased
548	SCA Stieven Capital Advisors St. Louis, Missouri	$11M	-$8.48M	1	1.97%	Reduced
549	Perceptive Advisors New York	$11M	$0	1	0.25%	Maintained
550	Gofen & Glossberg Chicago, Illinois	$11M	-$284K	2	0.38%	Reduced