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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
601	BC Boxer Capital San Diego, California	$8.94M	$0	1	1.03%	Maintained
602	RA Rational Advisors Huntington, New York	$8.87M	+$248K	2	2.4%	Increased
603	TEC Tiger Eye Capital Nashville, Tennessee	$8.84M	-$8.82M	2	2.15%	Reduced
604	RBF Capital San Francisco, California	$8.77M	+$4.08M	2	1.03%	Increased
605	CDH Charles D. Hyman	$8.76M	+$324K	1	0.9%	Increased
606	Cerity Partners New York	$8.74M	-$1.53M	4	0.59%	Reduced
607	Mizuho Securities USA New York	$8.73M	-$2.3M	1	0.65%	Reduced
608	Element Capital Management New York	$8.62M	+$7.13M	3	0.26%	Increased
609	WMC Westwood Management Corporation Chicago, Illinois	$8.62M	$0	1	1.17%	Maintained
610	ACB Aristotle Capital Boston Boston, Massachusetts	$8.56M	+$6.54M	1	0.29%	Increased
611	RA RiverPark Advisors New York	$8.54M	-$1.17M	1	3.71%	Reduced
612	TW TrinityPoint Wealth Milford, Connecticut	$8.5M	+$319K	1	4.18%	Increased
613	ORI Oak Ridge Investments Chicago, Illinois	$8.49M	-$157K	1	0.54%	Reduced
614	BOK Financial Tulsa, Oklahoma	$8.44M	+$905K	2	0.2%	Increased
615	CAM Claret Asset Management Montreal, Quebec, Canada	$8.4M	-$93.4K	1	1.67%	Reduced
616	Wolverine Trading Chicago, Illinois	$8.34M	-$18.3M	2	0.02%	Reduced
617	Martingale Asset Management Boston, Massachusetts	$8.34M	+$1.15M	2	0.09%	Increased
618	Wealthfront Advisers Palo Alto, California	$8.29M	+$428K	2	0.08%	Increased
619	BVF Inc San Francisco, California	$8.29M	-$802K	1	0.93%	Reduced
620	DA Dillon & Associates Jackson, Michigan	$8.28M	+$186K	1	2.69%	Increased
621	SCM Sitrin Capital Management Century City, California	$8.28M	+$65.7K	1	4.44%	Increased
622	Brinker Capital Berwyn, Pennsylvania	$8.26M	+$4.9M	3	0.31%	Increased
623	TimesSquare Capital Management New York	$8.23M	-$370K	1	0.06%	Reduced
624	WC Whitney & Co Rochester, New York	$8.18M	-$265K	1	1.85%	Reduced
625	BFIM Beese Fulmer Investment Management Canton, Ohio	$8.15M	-$6.15K	1	1.61%	Reduced