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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	Oppenheimer Asset Management New York	$21.5M	+$5.82M	3	0.25%	Increased
602	Polymer Capital Management (HK) Hong Kong	$21.3M	+$14.5M	6	3.23%	Increased
603	Capstone Investment Advisors New York	$21.3M	-$6.51M	7	0.05%	Reduced
604	SA SRN Advisors Huntingdon Valley, Pennsylvania	$21.2M	+$784K	15	19.34%	Increased
605	Boothbay Fund Management New York	$21.1M	+$1.19M	15	0.41%	Increased
606	Pine Valley Investments Marlton, New Jersey	$21.1M	+$5.7M	2	1.17%	Increased
607	Kornitzer Capital Management Shawnee Mission, Kansas	$20.9M	-$83.8K	1	0.42%	Reduced
608	Rush Island Management New York	$20.8M	+$12.2M	1	1.34%	New
609	Nan Fung Trinity Central, Hong Kong, Hong Kong	$20.7M	+$7.51M	1	2.48%	Increased
610	Compass Ion Advisors Conshohocken, Pennsylvania	$20.7M	-$1.99M	2	2.24%	Reduced
611	Ethic Inc New York	$20.6M	+$3.11M	6	0.37%	Increased
612	RWM Refined Wealth Management Salt Lake City, Utah	$20.6M	+$220K	1	14.15%	Increased
613	Fort Point Capital Partners San Francisco, California	$20.5M	-$12.5M	3	1.47%	Reduced
614	Atika Capital Management New York	$20.4M	+$4.44M	1	2.04%	Increased
615	QFMHK Q Fund Management (Hong Kong) Hong Kong,	$20.3M	-$5.37M	1	11.16%	Reduced
616	Davidson Investment Advisors Great Falls, Montana	$20.2M	+$233K	1	0.91%	Increased
617	MS Madden Securities Dallas, Texas	$20.1M	+$154K	2	6.76%	Increased
618	Maryland State Retirement & Pension System Baltimore, Maryland	$20M	+$947K	8	0.44%	Increased
619	Summit Partners Public Asset Management Boston, Massachusetts	$20M	+$13.3M	1	0.51%	New
620	Fifth Third Bancorp Cincinnati, Ohio	$20M	+$1M	16	0.07%	Increased
621	Longaeva Partners Chicago, Illinois	$19.9M	+$18.4M	3	4.06%	New
622	Silicon Valley Community Foundation Mountain View, California	$19.9M	$0	1	1.12%	Maintained
623	SONA Asset Management (US) New York	$19.7M	+$3.2M	2	0.55%	Increased
624	Park Avenue Securities New York	$19.7M	+$4.42M	4	0.18%	Increased
625	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$19.5M	+$14.6M	3	0.43%	Increased