← 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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2001
Capital International Investors
Capital International Investors
California
$0 -$13.2M 0 – Closed
2002
Capital Markets Trading (UK)
Capital Markets Trading (UK)
United Kingdom
$0 -$586K 0 – Closed
2003
CI
Cavalier Investments
Georgia
$0 -$2.44M 0 – Closed
2004
CMBA
C.M. Bidwell & Associates
Hawaii
$0 -$239K 0 – Closed
2005
CW
Cobiz Wealth
Colorado
$0 -$226K 0 – Closed
2006
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$0 -$638K 0 – Closed
2007
CFM
Coronation Fund Managers
South Africa
$0 -$4.59M 0 – Closed
2008
CAM
Cubic Asset Management
Massachusetts
$0 -$121K 0 – Closed
2009
DBT
Dubuque Bank & Trust
Iowa
$0 -$24K 0 – Closed
2010
EBIM
Eagle Boston Investment Management
Massachusetts
$0 -$984K 0 – Closed
2011
EP
Edgestream Partners
New Jersey
$0 -$213K 0 – Closed
2012
EIM
Elephas Investment Management
Hong Kong
$0 -$2.1M 0 – Closed
2013
ERM
Elm Ridge Management
New York
$0 -$1.31M 0 – Closed
2014
Empowered Funds
Empowered Funds
Pennsylvania
$0 -$1.4M 0 – Closed
2015
EC
EMS Capital
New York
$0 -$18.9M 0 – Closed
2016
FHC
Forest Hill Capital
Arkansas
$0 -$8.97M 0 – Closed
2017
FAS
Formuepleje A/S
Denmark
$0 -$353K 0 – Closed
2018
FPCP
Fort Point Capital Partners
California
$0 -$365K 0 – Closed
2019
GECH
Garnet Equity Capital Holdings
New York
$0 -$4.15M 0 – Closed
2020
GIP
General Industrial Partners
United Kingdom
$0 -$32.9M 0 – Closed
2021
GCM
Grisanti Capital Management
New York
$0 -$75K 0 – Closed
2022
HR
Hayden Royal
North Carolina
$0 -$363K 0 – Closed
2023
HCM
Horan Capital Management
Maryland
$0 -$794K 0 – Closed
2024
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$0 -$997K 0 – Closed
2025
HR
Howe & Rusling
New York
$0 -$1K 1 0% Reduced