Mineros de Bitcoin
Los mineros de Bitcoin operan grandes flotas de máquinas especializadas para obtener recompensas por bloque, lo que los convierte en una apuesta apalancada al precio de la criptomoneda y al acceso a electricidad barata. Muchos ahora están adaptando sus instalaciones y contratos de energía para ofrecer capacidad de cómputo para IA.
40 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 1 |
BlackRock
New York
| USD 6742 M | +USD 1036 M | 19 | 0.1% | Aumentadas |
|
| 2 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| USD 3831 M | +USD 492 M | 12 | 0.17% | Aumentadas |
|
| 3 |
Vanguard Capital Management
Malvern,
Pennsylvania
| USD 2906 M | +USD 202 M | 16 | 0.06% | Aumentadas |
|
| 4 |
Geode Capital Management
Boston,
Massachusetts
| USD 2157 M | +USD 198 M | 22 | 0.11% | Aumentadas |
|
| 5 |
State Street
Boston,
Massachusetts
| USD 2022 M | +USD 348 M | 18 | 0.06% | Aumentadas |
|
| 6 |
Morgan Stanley
New York
| USD 1981 M | +USD 837 M | 25 | 0.11% | Aumentadas |
|
| 7 |
SA
Situational Awareness
San Francisco,
California
| USD 1833 M | +USD 29.1 M | 6 | 9.06% | Aumentadas |
|
| 8 |
Jane Street
New York
| USD 1647 M | +USD 769 M | 20 | 0.14% | Aumentadas |
|
| 9 |
VARA
Value Aligned Research Advisors
Princeton,
New Jersey
| USD 1537 M | +USD 165 M | 7 | 3.83% | Aumentadas |
|
| 10 |
VH
V3 Holding
Rye,
New York
| USD 1429 M | -USD 63.3 M | 1 | 100% | Reducidas |
|
| 11 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 1374 M | +USD 168 M | 3 | 8.4% | Aumentadas |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| USD 1313 M | +USD 617 M | 14 | 0.08% | Aumentadas |
|
| 13 |
D.E. Shaw & Co
New York
| USD 1282 M | -USD 181 M | 13 | 0.61% | Reducidas |
|
| 14 |
Goldman Sachs
New York
| USD 1228 M | +USD 338 M | 17 | 0.11% | Aumentadas |
|
| 15 |
UBS Group
Zurich,
Switzerland
| USD 1182 M | -USD 313 M | 32 | 0.15% | Reducidas |
|
| 16 |
Coatue Management
New York
| USD 1122 M | +USD 942 M | 1 | 2.31% | Nuevas |
|
| 17 |
Fidelity Investments
Boston,
Massachusetts
| USD 1061 M | +USD 506 M | 13 | 0.05% | Aumentadas |
|
| 18 |
Two Sigma Investments
New York
| USD 973 M | +USD 351 M | 11 | 0.7% | Aumentadas |
|
| 19 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 737 M | +USD 486 M | 12 | 0.07% | Aumentadas |
|
| 20 |
Citadel Advisors
Miami,
Florida
| USD 716 M | -USD 95 M | 20 | 0.08% | Reducidas |
|
| 21 |
Citigroup
New York
| USD 714 M | +USD 52.1 M | 18 | 0.24% | Aumentadas |
|
| 22 |
Invesco
Atlanta,
Georgia
| USD 703 M | +USD 83.6 M | 16 | 0.06% | Aumentadas |
|
| 23 |
Charles Schwab
San Francisco,
California
| USD 693 M | +USD 40 M | 15 | 0.09% | Aumentadas |
|
| 24 |
JP Morgan Chase
New York
| USD 591 M | -USD 28.9 M | 20 | 0.03% | Reducidas |
|
| 25 |
Northern Trust
Chicago,
Illinois
| USD 590 M | +USD 98.3 M | 16 | 0.07% | Aumentadas |
|