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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	HP Hound Partners New York	$23.9M	+$39.2M	2	1.34%	New
602	RBF Capital San Francisco, California	$23.8M	-$4.76M	4	1.47%	Reduced
603	Salem Investment Counselors Winston Salem, North Carolina	$23.7M	+$4.19M	10	0.83%	Increased
604	D.A. Davidson & Co Great Falls, Montana	$23.5M	+$394K	7	0.25%	Increased
605	TC TownSquare Capital Provo, Utah	$23.5M	+$290K	4	0.59%	Increased
606	RG Renaissance Group Covington, Kentucky	$23.5M	+$391K	1	0.96%	Increased
607	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$23.4M	-$423K	1	2.73%	Reduced
608	Lazard Asset Management New York	$23.4M	-$46.6M	9	0.02%	Reduced
609	FC Forte Capital Rochester, New York	$23.3M	-$1.52M	2	2.93%	Reduced
610	Banque Pictet & Cie Geneva 73, Switzerland	$23.1M	+$15.5M	3	0.17%	Increased
611	United Capital Financial Advisors Irving, Texas	$22.9M	-$614K	5	0.11%	Reduced
612	Horizon Kinetics Asset Management New York	$22.8M	+$370K	6	0.5%	Increased
613	Norinchukin Bank Tokyo, Japan	$22.7M	-$870K	2	0.29%	Reduced
614	SLG Stanley-Laman Group Berwyn, Pennsylvania	$22.7M	+$18.5M	3	2.67%	Increased
615	Cetera Investment Advisers Schaumburg, Illinois	$22.7M	+$3.03M	12	0.32%	Increased
616	BC Burleson & Co Petaluma, California	$22.7M	+$13.1M	5	3.3%	Increased
617	Capital Advisors Inc Tulsa, Oklahoma	$22.6M	-$700K	5	0.61%	Reduced
618	Evergreen Capital Management Bellevue, Washington	$22.5M	+$19.5M	4	0.9%	Increased
619	KPCM Kings Point Capital Management Great Neck, New York	$22.5M	+$1.14M	2	1.84%	Increased
620	PP Patten & Patten Chattanooga, Tennessee	$22.4M	+$1.62M	1	1.55%	Increased
621	VF Virtu Financial New York	$22.3M	+$7.92M	21	2.25%	Increased
622	BWP Baldwin Wealth Partners Marion, Massachusetts	$22.3M	+$325K	5	2.23%	Increased
623	OP Oslo Pensjonsforsikring Oslo,	$22.3M	$0	1	2.69%	Maintained
624	YC Yarbrough Capital Franklin, Tennessee	$22.2M	+$27.1M	3	1.19%	New
625	IECM Intrinsic Edge Capital Management Chicago, Illinois	$22M	-$4.57M	7	1.4%	Reduced