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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
176	State of New Jersey Common Pension Fund D Trenton, New Jersey	$41.6M	+$44.4M	4	0.18%	Increased
177	WC Weatherbie Capital Boston, Massachusetts	$40.9M	+$2.39M	1	4.81%	Increased
178	Congress Asset Management Boston, Massachusetts	$40.5M	+$3.05M	2	1.01%	Increased
179	MCM Maryland Capital Management Towson, Maryland	$40.4M	+$5.92M	2	5.95%	Increased
180	Hosking Partners London, United Kingdom	$40.2M	+$3.82M	1	1.86%	Increased
181	Scout Investments Kansas City, Missouri	$39.3M	+$17.5K	1	0.99%	Increased
182	Tocqueville Asset Management New York	$39.1M	+$1.12M	3	0.53%	Increased
183	ESG Emerging Sovereign Group New York	$38.9M	-$4.83M	1	1.96%	Reduced
184	NM Nokota Management New York	$38.7M	+$37.7M	1	1.8%	New
185	Chevy Chase Trust Bethesda, Maryland	$38.2M	+$233K	2	0.22%	Increased
186	GIG Goodnow Investment Group Darien, Connecticut	$38.2M	+$2.72M	1	7.57%	Increased
187	Parallax Volatility Advisers San Francisco, California	$38M	+$35.4M	3	0.08%	Increased
188	Zurich Cantonal Bank Zurich, Switzerland	$37.3M	-$2.2M	4	0.47%	Reduced
189	Emerald Advisers Leola, Pennsylvania	$37.1M	+$9.51M	3	1.75%	Increased
190	Hermes Investment Management London Uk, United Kingdom	$36.3M	+$432K	2	0.82%	Increased
191	Acadian Asset Management Boston, Massachusetts	$35.4M	+$24.7M	4	0.19%	Increased
192	Gateway Investment Advisers Cincinnati, Ohio	$35.2M	-$489K	2	0.29%	Reduced
193	Renaissance Technologies New York	$35.2M	-$5.99M	10	0.08%	Reduced
194	TCM Tekne Capital Management New York	$34.3M	+$7.53M	1	5.4%	Increased
195	Dragoneer Investment Group San Francisco, California	$33.4M	+$31.5M	1	10.11%	New
196	MLICM Metropolitan Life Insurance Company (MetLife) New York	$33.3M	-$396K	5	0.26%	Reduced
197	SCGE Management Menlo Park, California	$32.7M	+$30.8M	1	4.96%	New
198	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$32.6M	-$82.5M	1	0.12%	Reduced
199	GC GMT Capital Atlanta, Georgia	$32.4M	-$988K	1	0.84%	Reduced
200	PIP Permian Investment Partners Dallas, Texas	$32.2M	+$31.4M	1	5.1%	New