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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
751	SDH Sloy Dahl & Holst Vancouver, Washington	$16M	$0	2	3.4%	Maintained
752	ICP Ironvine Capital Partners Omaha, Nebraska	$16M	-$3.66M	1	1.64%	Reduced
753	Reinhart Partners Mequon, Wisconsin	$16M	-$1.4M	1	0.77%	Reduced
754	PAIM Punch & Associates Investment Management Edina, Minnesota	$15.9M	+$2.17M	2	0.83%	Increased
755	Eventide Asset Management Boston, Massachusetts	$15.8M	-$483K	1	0.2%	Reduced
756	Everett Harris & Co Los Angeles, California	$15.7M	-$11.3K	1	0.22%	Reduced
757	GPSPJS General Pension Society PZU Joint Stock Warsaw, Poland	$15.7M	$0	1	4.88%	Maintained
758	AG Artal Group Luxembourg	$15.6M	$0	2	0.42%	Maintained
759	LC Lakehouse Capital Sydney NSW, Australia	$15.6M	+$3.27M	1	8.77%	Increased
760	AL ACME LLC San Francisco, California	$15.6M	$0	1	2.88%	Maintained
761	AFAS Acorn Financial Advisory Services Reston, Virginia	$15.5M	-$5.58M	3	3.11%	Reduced
762	WAM Weatherly Asset Management Del Mar, California	$15.5M	+$219K	1	1.72%	Increased
763	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$15.5M	-$5.73M	2	1.25%	Reduced
764	QIM Quest Investment Management Lake Oswego, Oregon	$15.4M	-$1.63K	1	1.31%	Reduced
765	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$15.3M	+$11.7M	1	1.11%	Increased
766	Covea Finance Paris, France	$15.2M	+$17.4M	1	1.33%	New
767	1832 Asset Management Toronto, Ontario, Canada	$15.2M	-$157M	3	0.03%	Reduced
768	MCA Mendon Capital Advisors Key Largo, Florida	$15.1M	+$3.8M	2	4.33%	Increased
769	Capital Fund Management (CFM) Paris, France	$15.1M	+$3.54M	3	0.11%	Increased
770	PCA Prospect Capital Advisors Sausalito, California	$15M	-$4.01M	1	5.92%	Reduced
771	Capital International Sarl Los Angeles, California	$15M	+$12.5M	3	0.72%	Increased
772	Exencial Wealth Advisors Oklahoma City, Oklahoma	$15M	+$5.55M	3	0.73%	Increased
773	MC Middleton & Co Boston, Massachusetts	$15M	+$801K	1	1.46%	Increased
774	EWM Edge Wealth Management New York	$14.9M	+$1.33M	4	2.73%	Increased
775	DY Dowling & Yahnke San Diego, California	$14.8M	-$416K	3	0.71%	Reduced