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 | |
|---|---|---|---|---|---|---|---|
| 26 |
OWP
ORG Wealth Partners
Dallas,
Texas
| $126M | +$401K | 2 | 38.95% | Increased |
|
| 27 |
Group One Trading
Chicago,
Illinois
| $125M | -$49.3M | 18 | 0.29% | Reduced |
|
| 28 |
D.E. Shaw & Co
New York
| $119M | +$126M | 7 | 0.09% | Increased |
|
| 29 |
Two Seas Capital
Rye,
New York
| $117M | +$24M | 5 | 10.12% | Increased |
|
| 30 |
Arrowstreet Capital
Boston,
Massachusetts
| $108M | +$109M | 7 | 0.09% | Increased |
|
| 31 |
Dimensional Fund Advisors
Austin,
Texas
| $107M | -$40M | 8 | 0.03% | Reduced |
|
| 32 |
JP Morgan Chase
New York
| $106M | +$36.7M | 17 | 0.01% | Increased |
|
| 33 |
Voloridge Investment Management
Jupiter,
Florida
| $105M | +$33.4M | 5 | 0.37% | Increased |
|
| 34 |
JCM
JAT Capital Management
Greenwich,
Connecticut
| $104M | -$19.4M | 2 | 16.43% | Reduced |
|
| 35 |
Citadel Advisors
Miami,
Florida
| $103M | +$16.8M | 21 | 0.02% | Increased |
|
| 36 |
HPM
Helix Partners Management
New York
| $101M | +$108M | 3 | 17.69% | New |
|
| 37 |
PCM
Parsifal Capital Management
Greenwich,
Connecticut
| $78.9M | +$2.99M | 1 | 6.58% | Increased |
|
| 38 |
Barclays
London,
United Kingdom
| $76.6M | +$37.7M | 11 | 0.02% | Increased |
|
| 39 |
Bank of New York Mellon
New York
| $74.5M | +$8.91M | 8 | 0.01% | Increased |
|
| 40 |
Mizuho Markets Americas
New York
| $73.3M | +$82.3M | 3 | 1.31% | New |
|
| 41 |
Fred Alger Management
New York
| $71.8M | +$71M | 2 | 0.34% | New |
|
| 42 |
American Century Companies
Kansas City,
Missouri
| $70.8M | +$22.1M | 5 | 0.04% | Increased |
|
| 43 |
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| $70M | +$7.48M | 10 | 1.39% | Increased |
|
| 44 |
Citigroup
New York
| $69.6M | +$38.9M | 13 | 0.04% | Increased |
|
| 45 |
Moore Capital Management
New York
| $67.4M | -$248K | 4 | 0.77% | Reduced |
|
| 46 |
Nomura Holdings
Tokyo,
Japan
| $66.9M | +$18.9M | 9 | 0.09% | Increased |
|
| 47 |
Marshall Wace
London,
United Kingdom
| $66.8M | +$1.18M | 10 | 0.08% | Increased |
|
| 48 |
YRHAM
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| $65M | +$38.2M | 1 | 28.18% | New |
|
| 49 |
Nuveen
Charlotte,
North Carolina
| $63.1M | +$5.3M | 9 | 0.02% | Increased |
|
| 50 |
Lone Pine Capital
Greenwich,
Connecticut
| $61.8M | -$11.9M | 5 | 0.46% | Reduced |
|