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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
576	OMERS Administration Corp Toronto, Ontario, Canada	$9.05M	$0	1	0.1%	Maintained
577	EPC Emerson Point Capital Larchmont, New York	$9.03M	-$8.23M	2	2.08%	Reduced
578	AEGON Asset Management (UK) Edinburgh, United Kingdom	$9.02M	+$915K	1	0.22%	Increased
579	WAM Weatherly Asset Management Del Mar, California	$9.02M	-$44.2K	1	1.72%	Reduced
580	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$8.99M	+$6.12M	2	0.45%	Increased
581	EWM Edge Wealth Management New York	$8.99M	+$8.52M	2	1.8%	Increased
582	Group One Trading Chicago, Illinois	$8.93M	+$4.02M	5	0.06%	Increased
583	Ossiam Paris, France	$8.91M	+$5.43M	2	0.68%	Increased
584	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$8.86M	-$105K	1	0.33%	Reduced
585	AWM Avitas Wealth Management Los Angeles, California	$8.83M	+$2.05M	3	2.26%	Increased
586	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$8.81M	-$1.54M	2	1.2%	Reduced
587	Capital International Inc Los Angeles, California	$8.8M	+$1.52M	1	0.12%	Increased
588	TW TrinityPoint Wealth Milford, Connecticut	$8.76M	+$86.9K	1	2.96%	Increased
589	CWM CMH Wealth Management Portsmouth, New Hampshire	$8.73M	+$2.03M	2	4.49%	Increased
590	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$8.72M	+$156K	1	0.54%	Increased
591	Salem Investment Counselors Winston Salem, North Carolina	$8.66M	-$130K	2	0.72%	Reduced
592	MWM Madison Wealth Management Cincinnati, Ohio	$8.6M	+$8.29M	1	2.47%	New
593	Atria Investments Charlotte, North Carolina	$8.58M	+$1.93M	4	0.23%	Increased
594	BFIM Beese Fulmer Investment Management Canton, Ohio	$8.49M	+$834	1	1.19%	Increased
595	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$8.41M	-$143K	4	0.42%	Reduced
596	MC Middleton & Co Boston, Massachusetts	$8.34M	+$2.36M	1	1.19%	Increased
597	RA RiverPark Advisors New York	$8.33M	+$707K	1	3.5%	Increased
598	IP Isthmus Partners Madison, Wisconsin	$8.3M	-$21.5K	1	1.85%	Reduced
599	DY Dowling & Yahnke San Diego, California	$8.22M	+$73.8K	1	0.63%	Increased
600	Ninety One (UK) London, United Kingdom	$8.21M	-$396M	1	0.03%	Reduced