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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
301	PEAK6 Chicago, Illinois	$16M	+$4.33M	8	0.03%	Increased
302	Parallax Volatility Advisers San Francisco, California	$16M	+$2.05M	5	0.03%	Increased
303	WFA Wedbush Fund Advisers Pasadena, California	$15.9M	-$1.26M	1	1.41%	Reduced
304	Pictet Asset Management Carouge, Switzerland	$15.6M	-$2.47M	10	0.02%	Reduced
305	PFM Privium Fund Management Amsterdam, Netherlands	$15.6M	+$1.04M	1	2.86%	Increased
306	Rokos Capital Management (UK) London, United Kingdom	$15.4M	+$13.4M	4	0.06%	New
307	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$15.2M	-$13.8M	1	6.22%	Reduced
308	XSC X-Square Capital Guaynabo, Puerto Rico	$15.2M	-$3.56M	2	3.86%	Reduced
309	Polen Capital Management Boca Raton, Florida	$15.2M	+$11.6M	2	0.13%	Increased
310	Kennedy Capital Management St Louis, Missouri	$15M	+$6.84M	1	0.27%	Increased
311	MCP Meridiem Capital Partners Dallas, Texas	$15M	+$17M	1	0.67%	New
312	AFM Anson Funds Management Dallas, Texas	$14.8M	+$4.95M	9	0.88%	Increased
313	Korea Investment Corp Seoul, South Korea	$14.7M	+$155K	2	0.03%	Increased
314	Discovery Capital Management South Norwalk, Connecticut	$14.4M	-$80.7M	4	0.6%	Reduced
315	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$14.3M	-$9.31M	7	0.09%	Reduced
316	Quantbot Technologies New York	$14.2M	-$665K	13	0.56%	Reduced
317	SCM Shaolin Capital Management Miami, Florida	$14M	+$914K	2	0.67%	Increased
318	AFA Alta Fundamental Advisers New York	$14M	-$1.18M	1	4.19%	Reduced
319	NIP Nicholas Investment Partners Rancho Santa Fe, California	$13.8M	+$9.16M	5	0.78%	Increased
320	Empowered Funds Havertown, Pennsylvania	$13.8M	+$5.77M	6	0.07%	Increased
321	Pentwater Capital Management Naples, Florida	$13.7M	-$573M	1	0.08%	Reduced
322	DGM Delta Global Management New York	$13.6M	-$10.8M	2	1.48%	Reduced
323	NFT Nan Fung Trinity Central, Hong Kong, Hong Kong	$13.5M	+$15.3M	1	1.33%	New
324	STP Science & Technology Partners New York	$13.5M	+$12.6M	1	2.27%	New
325	Treasurer of the State of North Carolina Raleigh, North Carolina	$13.3M	+$15.3M	3	0.03%	New