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 |
Mizuho Markets Americas
New York
| $74.3M | +$34M | 3 | 1.53% | Increased |
|
| 27 |
GC
Gullane Capital
Memphis,
Tennessee
| $72.7M | -$27.1M | 1 | 91.02% | Reduced |
|
| 28 |
Two Seas Capital
Rye,
New York
| $64.1M | +$1.42M | 4 | 2.02% | Increased |
|
| 29 |
OWP
ORG Wealth Partners
Dallas,
Texas
| $63.1M | -$3.13M | 1 | 19.37% | Reduced |
|
| 30 |
Dimensional Fund Advisors
Austin,
Texas
| $63M | -$2.51M | 5 | 0.02% | Reduced |
|
| 31 |
Group One Trading
Chicago,
Illinois
| $57.7M | -$23.5M | 16 | 0.17% | Reduced |
|
| 32 |
JP Morgan Chase
New York
| $57M | -$9.12M | 15 | 0% | Reduced |
|
| 33 |
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| $55M | +$19.2M | 9 | 0.94% | Increased |
|
| 34 |
Bank of New York Mellon
New York
| $55M | +$10.7M | 8 | 0.01% | Increased |
|
| 35 |
BNP Paribas Financial Markets
Paris,
France
| $54.6M | +$30.1M | 12 | 0.03% | Increased |
|
| 36 |
HPM
Helix Partners Management
New York
| $53.6M | +$4.03M | 2 | 15.91% | Increased |
|
| 37 |
Qube Research & Technologies (QRT)
London,
United Kingdom
| $53.6M | +$43.4M | 3 | 0.06% | Increased |
|
| 38 |
SA
Situational Awareness
San Francisco,
California
| $53.2M | +$84.2M | 2 | 5.29% | New |
|
| 39 |
Citigroup
New York
| $48.9M | +$20.7M | 16 | 0.02% | Increased |
|
| 40 |
Nuveen
Charlotte,
North Carolina
| $47.8M | -$3.61M | 9 | 0.01% | Reduced |
|
| 41 |
Fred Alger Management
New York
| $46.9M | +$13.6M | 1 | 0.27% | Increased |
|
| 42 |
Barclays
London,
United Kingdom
| $44.8M | -$1.49M | 10 | 0.01% | Reduced |
|
| 43 |
Nomura Holdings
Tokyo,
Japan
| $42.1M | +$316K | 6 | 0.08% | Increased |
|
| 44 |
CC
Clearline Capital
New York
| $40.4M | +$37.7M | 4 | 2.43% | Increased |
|
| 45 |
CastleKnight Management
New York
| $38.6M | +$46.2M | 8 | 1.51% | Increased |
|
| 46 |
Millennium Management
New York
| $38.1M | +$14.2M | 11 | 0.02% | Increased |
|
| 47 |
VARA
Value Aligned Research Advisors
Princeton,
New Jersey
| $35.7M | +$23.1M | 1 | 2.6% | Increased |
|
| 48 |
Norges Bank
Oslo,
Norway
| $35.6M | +$5.26M | 1 | 0.01% | Increased |
|
| 49 |
Comerica Bank
Dallas,
Texas
| $35.4M | +$7.14M | 6 | 0.15% | Increased |
|
| 50 |
PCM
Parsifal Capital Management
Greenwich,
Connecticut
| $34.8M | -$9.21M | 1 | 3.01% | Reduced |
|