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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
201
BTP
Bloom Tree Partners
New York
$51.4M +$49.1M 1 5.4% New
202
Rathbones Group
Rathbones Group
United Kingdom
$50.5M -$546K 2 1.91% Reduced
203
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$50.4M -$13.3M 3 0.42% Reduced
204
Comerica Bank
Comerica Bank
Texas
$50.3M -$409K 5 0.35% Reduced
205
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$50.2M +$3.39M 3 0.44% Increased
206
Advisors Asset Management
Advisors Asset Management
Colorado
$49.8M +$5.6M 4 0.85% Increased
207
William Blair Investment Management
William Blair Investment Management
Illinois
$49.7M +$3.32M 1 0.18% Increased
208
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$48.3M -$3.82M 1 0.38% Reduced
209
BAM
Barrett Asset Management
New York
$48M +$59K 1 3.26% Increased
210
Gabelli Funds
Gabelli Funds
New York
$47.6M +$2.34M 2 0.28% Increased
211
MAMU
Marathon Asset Management (UK)
United Kingdom
$47.4M +$143K 1 0.71% Increased
212
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$47.3M +$42.4K 1 1.8% Increased
213
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$47.1M -$791K 1 4.21% Reduced
214
CCM
Criterion Capital Management
California
$47M -$8.65M 1 3.53% Reduced
215
MFWM
Motley Fool Wealth Management
Virginia
$46.6M -$1.32M 1 3.29% Reduced
216
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$46.5M +$28M 3 0.48% Increased
217
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$46.1M +$9.38M 2 1.1% Increased
218
Smead Capital Management
Smead Capital Management
Arizona
$45.9M -$792K 1 2.19% Reduced
219
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$45.2M +$26.8M 1 0.25% Increased
220
GCM
Gladstone Capital Management
United Kingdom
$45.2M +$12.4M 1 21.28% Increased
221
Tocqueville Asset Management
Tocqueville Asset Management
New York
$44.6M -$8.36M 3 0.57% Reduced
222
Axiom Investors
Axiom Investors
Connecticut
$43.9M -$21.8M 1 1.32% Reduced
223
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$43M -$5.23K 5 0.38% Reduced
224
Eaton Vance Management
Eaton Vance Management
Massachusetts
$42.9M +$659K 2 0.1% Increased
225
Nomura Holdings
Nomura Holdings
Japan
$42.8M +$16M 3 0.14% Increased