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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	Frontier Capital Management Boston, Massachusetts	$44.7M	+$4.76M	1	0.33%	Increased
202	SC US (TTGP) Menlo Park, California	$44.3M	$0	1	18.05%	Maintained
203	LPU Lansdowne Partners (UK) London, United Kingdom	$44.3M	-$263M	1	0.46%	Reduced
204	Advisors Asset Management Monument, Colorado	$43.8M	+$2.22M	4	0.73%	Increased
205	MFWM Motley Fool Wealth Management Alexandria, Virginia	$43.7M	-$414K	1	3.22%	Reduced
206	Cookson Peirce & Co Pittsburgh, Pennsylvania	$43.7M	+$2.04M	1	3.96%	Increased
207	BAM Barrett Asset Management New York	$43.7M	-$773K	1	3.1%	Reduced
208	SG Americas Securities New York	$43.2M	+$28.5M	5	0.35%	Increased
209	MAMU Marathon Asset Management (UK) London, United Kingdom	$43M	+$1.55M	1	0.66%	Increased
210	Klingenstein Fields & Co New York	$43M	-$87.8K	2	1.65%	Reduced
211	PEAK6 Group Chicago, Illinois	$42.8M	-$4.57M	3	0.19%	Reduced
212	Smead Capital Management Phoenix, Arizona	$42.6M	-$34.7M	1	2.06%	Reduced
213	British Columbia Investment Management Victoria, British Columbia, Canada	$42.3M	-$5.02M	3	0.32%	Reduced
214	William Blair Investment Management Chicago, Illinois	$42.2M	+$41.7M	2	0.16%	Increased
215	MSL Mackay Shields LLC New York	$41.2M	+$44.2M	3	0.26%	New
216	Bridgewater Associates Westport, Connecticut	$41M	+$28.6M	2	0.39%	Increased
217	Gabelli Funds Rye, New York	$40.9M	-$2.51M	2	0.24%	Reduced
218	Carillon Tower Advisers St. Petersburg, Florida	$40.7M	-$2.11M	1	0.32%	Reduced
219	Alyeska Investment Group Chicago, Illinois	$40.3M	+$37.8M	2	0.33%	Increased
220	GW&K Investment Management Boston, Massachusetts	$39.2M	+$2.02M	1	0.66%	Increased
221	Zurich Cantonal Bank Zurich, Switzerland	$39M	-$14.1M	5	0.35%	Reduced
222	Employees Retirement System of Texas Austin, Texas	$38.6M	-$2.24M	2	0.52%	Reduced
223	CA Cortland Associates St Louis, Missouri	$38M	+$289K	1	6.7%	Increased
224	GPCM Greenbrier Partners Capital Management Dallas, Texas	$37.9M	$0	1	7.18%	Maintained
225	APG Asset Management Amsterdam, Netherlands	$37.5M	-$769K	1	0.07%	Reduced