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Bitcoin Miners

Bitcoin miners run large fleets of specialised machines to earn block rewards, which makes them a leveraged bet on the coin price and on cheap electricity. Many are now converting sites and power contracts to serve AI compute instead.

40 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
226	Mutual of America Capital Management New York	$11.9M	-$173K	3	0.13%	Reduced
227	FC FORA Capital Miami, Florida	$11.8M	+$3.71M	6	2.09%	Increased
228	SCM Stevens Capital Management Radnor, Pennsylvania	$11.8M	+$8.83M	4	1.56%	Increased
229	ClearBridge Investments New York	$11.7M	-$3.07M	1	0.01%	Reduced
230	REAM Ripple Effect Asset Management New York	$11.6M	+$8.88M	2	2.27%	New
231	BOA Birnam Oak Advisors New York	$11.6M	+$9.48M	1	2.66%	New
232	HCS Himension Capital (Singapore) Singapore	$11.6M	+$11.3M	1	0.71%	New
233	New York State Common Retirement Fund Albany, New York	$11.5M	+$42.1K	10	0.01%	Increased
234	SBI Securities Tokyo, Japan	$11.4M	-$1.32M	24	0.29%	Reduced
235	HFF Halter Ferguson Financial Carmel, Indiana	$11.3M	+$11M	1	2.59%	New
236	BCM Bluefin Capital Management New York	$11.3M	+$7.69M	2	3.61%	Increased
237	INTECH Investment Management West Palm Beach, Florida	$11.3M	-$3.01M	9	0.1%	Reduced
238	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$11.2M	-$877K	6	0.73%	Reduced
239	DGM Delta Global Management New York	$11.1M	+$8.12M	2	0.82%	New
240	BW Gestao de Investimentos Sao Paulo, Brazil	$11.1M	+$8.24M	2	0.49%	New
241	OMC Oasis Management Company Grand Cayman, Cayman Islands	$11.1M	+$288K	2	1.07%	Increased
242	Envestnet Asset Management Chicago, Illinois	$10.5M	+$6.46M	7	0%	Increased
243	Police & Firemen's Retirement System of New Jersey Trenton, New Jersey	$10.3M	+$1.9M	9	0.08%	Increased
244	Foundations Investment Advisors Phoenix, Arizona	$10M	+$5.71M	4	0.15%	Increased
245	Mariner Overland Park, Kansas	$10M	+$4.56M	8	0.01%	Increased
246	XTX Topco George Town, Cayman Islands	$9.9M	-$5.94M	19	0.51%	Reduced
247	Lord, Abbett & Co Jersey City, New Jersey	$9.86M	-$11.2M	1	0.03%	Reduced
248	Arizona State Retirement System Phoenix, Arizona	$9.85M	+$543K	8	0.05%	Increased
249	AAM Alpine Associates Management Palm Beach, Florida	$9.82M	+$8.03M	1	0.59%	New
250	Winton Group London, United Kingdom	$9.82M	+$4.84M	5	0.37%	Increased