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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
201	British Columbia Investment Management Victoria, British Columbia, Canada	$44.4M	+$7.74M	3	0.31%	Increased
202	Fort Washington Investment Advisors Cincinnati, Ohio	$44.3M	+$40.2M	2	0.44%	Increased
203	SEP Soma Equity Partners San Francisco, California	$44.2M	+$1.66M	1	7.75%	Increased
204	BAM Barrett Asset Management New York	$43.1M	-$1.26M	1	3.04%	Reduced
205	MFWM Motley Fool Wealth Management Alexandria, Virginia	$42.8M	-$615K	1	3.29%	Reduced
206	LSCM Light Street Capital Management Palo Alto, California	$42.5M	-$16.5M	1	4.59%	Reduced
207	Advisors Asset Management Monument, Colorado	$42.3M	+$4.8M	3	0.7%	Increased
208	PEAK6 Group Chicago, Illinois	$42.3M	-$7.37M	4	0.2%	Reduced
209	Tocqueville Asset Management New York	$42.2M	-$487K	3	0.48%	Reduced
210	Gabelli Funds Rye, New York	$41.9M	-$9.14M	1	0.24%	Reduced
211	Klingenstein Fields & Co New York	$41.8M	-$202K	2	1.54%	Reduced
212	CCMH Cornerstone Capital Management Holdings New York	$41.8M	+$3.8M	3	0.29%	Increased
213	Cookson Peirce & Co Pittsburgh, Pennsylvania	$40.5M	+$913K	1	3.79%	Increased
214	MAMU Marathon Asset Management (UK) London, United Kingdom	$40.3M	-$45.3M	1	0.62%	Reduced
215	Employees Retirement System of Texas Austin, Texas	$39.6M	+$2.41M	3	0.5%	Increased
216	SCGE Management Menlo Park, California	$39M	+$38.3M	1	6.12%	New
217	Frontier Capital Management Boston, Massachusetts	$38.9M	-$2.85M	1	0.28%	Reduced
218	MAI Marble Arch Investments New York	$38.1M	-$63.6M	1	2.93%	Reduced
219	TEC Tiger Eye Capital Nashville, Tennessee	$38.1M	-$862K	2	6.3%	Reduced
220	APG Asset Management Amsterdam, Netherlands	$37.9M	-$1.66M	1	0.07%	Reduced
221	Fisher Asset Management Camas, Washington	$37.2M	-$3.83M	2	0.05%	Reduced
222	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$37.2M	+$4.83M	3	0.11%	Increased
223	Altimeter Capital Management Boston, Massachusetts	$37.1M	-$24.2M	2	1.95%	Reduced
224	GPCM Greenbrier Partners Capital Management Dallas, Texas	$36.8M	$0	1	6.62%	Maintained
225	OA Omega Advisors New York	$36.8M	-$28.4M	1	1.38%	Reduced