← All themes

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
126	RA RiverPark Advisors New York	$74.7M	+$72.7M	1	4.93%	New
127	SEI Investments Oaks, Pennsylvania	$74.3M	-$8.81M	5	0.33%	Reduced
128	Sterling Capital Management Charlotte, North Carolina	$71.6M	-$5.02M	2	0.67%	Reduced
129	Adage Capital Partners Boston, Massachusetts	$69.6M	+$515K	1	0.18%	Increased
130	PCM Pennant Capital Management Summit, New Jersey	$67.5M	-$14.9M	1	3.2%	Reduced
131	State of New Jersey Common Pension Fund D Trenton, New Jersey	$67.4M	-$22.3M	4	0.28%	Reduced
132	LSV Asset Management Chicago, Illinois	$67.3M	-$3.55M	2	0.12%	Reduced
133	USAA United Services Automobile Association San Antonio, Texas	$65.8M	-$3.05M	2	0.21%	Reduced
134	Mackenzie Financial Toronto Ontario, Ontario, Canada	$65.3M	+$833K	1	0.38%	Increased
135	Two Sigma Investments New York	$64.2M	-$48.7M	5	0.22%	Reduced
136	TD Asset Management Toronto, Ontario, Canada	$64.1M	-$15.6M	3	0.1%	Reduced
137	Alyeska Investment Group Chicago, Illinois	$63.5M	-$9.1M	3	0.52%	Reduced
138	Lord, Abbett & Co Jersey City, New Jersey	$61.7M	-$23M	2	0.18%	Reduced
139	CC Carlson Capital Dallas, Texas	$61.7M	+$32.6M	2	0.78%	Increased
140	Natixis Paris, France	$60.5M	-$15.4M	3	0.75%	Reduced
141	ESCM Echo Street Capital Management New York	$60.3M	+$23.3M	1	2.03%	Increased
142	Hosking Partners London, United Kingdom	$60.3M	+$5.37M	1	1.67%	Increased
143	TP Thunderbird Partners London, United Kingdom	$59.5M	-$9.97M	1	6.65%	Reduced
144	DSM Capital Partners Palm Beach Gardens, Florida	$59.4M	+$57.7M	1	0.97%	New
145	PTC Provident Trust Company Waukesha, Wisconsin	$58M	-$578K	1	2.92%	Reduced
146	Raymond James & Associates St Petersburg, Florida	$57.3M	+$9.19M	4	0.13%	Increased
147	WestEnd Advisors Charlotte, North Carolina	$56.6M	-$7.78M	1	4.73%	Reduced
148	UBS O'Connor Chicago, Illinois	$55.9M	+$10.5M	1	0.94%	Increased
149	1832 Asset Management Toronto, Ontario, Canada	$55.7M	+$17.4M	1	0.2%	Increased
150	John W. Bristol & Co New York	$55.7M	-$2.49M	1	1.53%	Reduced