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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	HAM HHR Asset Management Berkeley Heights, New Jersey	$53.5M	-$16.5M	1	4.05%	Reduced
202	Artemis Investment Management Edinburgh, United Kingdom	$53M	-$23.6M	1	0.69%	Reduced
203	Nomura Holdings Tokyo, Japan	$52.8M	+$27.7M	3	0.2%	Increased
204	CI Investments Inc Toronto, Ontario, Canada	$52.6M	+$57.5M	2	0.34%	New
205	Gabelli Funds Rye, New York	$52M	+$497K	3	0.36%	Increased
206	NCA Newbrook Capital Advisors New York	$52M	-$9.03M	1	5.6%	Reduced
207	Flossbach Von Storch Cologne, Germany	$51.8M	+$38.8M	1	0.49%	Increased
208	Advisors Asset Management Monument, Colorado	$51.5M	+$275K	4	1.04%	Increased
209	Axiom Investors Greenwich, Connecticut	$50.6M	+$6.33M	1	1.76%	Increased
210	Rathbones Group Liverpool, United Kingdom	$50.5M	-$301K	2	1.94%	Reduced
211	PGEBT Pactiv General Employee Benefit Trust Lake Forest, Illinois	$50.5M	+$50M	1	6.23%	New
212	MAMU Marathon Asset Management (UK) London, United Kingdom	$49.9M	+$3.12M	1	0.74%	Increased
213	PCM Primavera Capital Management George Town, Cayman Islands	$49.6M	+$9.89M	1	3.01%	Increased
214	Tocqueville Asset Management New York	$49.5M	+$3.88M	3	0.74%	Increased
215	TCM Tekne Capital Management New York	$49M	+$8.98M	1	24.39%	Increased
216	AustralianSuper Melbourne, Australia	$48.7M	+$34.2M	1	0.76%	Increased
217	Klingenstein Fields & Co New York	$48.4M	-$769K	1	2.05%	Reduced
218	MFWM Motley Fool Wealth Management Alexandria, Virginia	$47M	-$244K	1	3.58%	Reduced
219	Atalanta Sosnoff Capital New York	$46.9M	+$39.4M	1	1.7%	Increased
220	BAM Barrett Asset Management New York	$46.3M	-$443K	1	3.56%	Reduced
221	APG Asset Management Amsterdam, Netherlands	$46.3M	-$546K	2	0.09%	Reduced
222	State of Michigan Retirement System Lansing, Michigan	$46.2M	-$16.7M	3	0.41%	Reduced
223	State of Tennessee, Department of Treasury Nashville, Tennessee	$46M	+$10.5M	5	0.25%	Increased
224	Jupiter Asset Management London, United Kingdom	$45.9M	+$5.56M	1	1.61%	Increased
225	KBC Group Brussels, Belgium	$45.3M	-$20M	3	0.5%	Reduced