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 |
Two Sigma Investments
New York
| $154M | +$73.1M | 11 | 0.27% | Increased |
|
| 27 |
Dimensional Fund Advisors
Austin,
Texas
| $150M | +$28.8M | 7 | 0.03% | Increased |
|
| 28 |
Two Seas Capital
Rye,
New York
| $141M | -$3.42M | 4 | 2.37% | Reduced |
|
| 29 |
Group One Trading
Chicago,
Illinois
| $136M | +$10.1M | 18 | 0.3% | Increased |
|
| 30 |
HPM
Helix Partners Management
New York
| $124M | +$308K | 2 | 46.74% | Increased |
|
| 31 |
OWP
ORG Wealth Partners
Dallas,
Texas
| $122M | -$15.5M | 1 | 29.25% | Reduced |
|
| 32 |
Marex Group
London,
| $121M | +$77.5M | 6 | 1.05% | Increased |
|
| 33 |
Mizuho Markets Americas
New York
| $116M | -$3.17M | 3 | 3.53% | Reduced |
|
| 34 |
Driehaus Capital Management
Chicago,
Illinois
| $113M | +$69M | 2 | 0.9% | New |
|
| 35 |
Point72 Asset Management
Stamford,
Connecticut
| $111M | +$50M | 7 | 0.22% | Increased |
|
| 36 |
American Century Companies
Kansas City,
Missouri
| $111M | +$7.22M | 5 | 0.06% | Increased |
|
| 37 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $102M | +$56.5M | 19 | 0.02% | Increased |
|
| 38 |
Barclays
London,
United Kingdom
| $102M | +$28.6M | 11 | 0.02% | Increased |
|
| 39 |
Citigroup
New York
| $99.6M | +$1.04M | 16 | 0.05% | Increased |
|
| 40 |
Millennium Management
New York
| $96.4M | +$28.5M | 12 | 0.05% | Increased |
|
| 41 |
Bank of New York Mellon
New York
| $96.3M | +$7.67M | 10 | 0.02% | Increased |
|
| 42 |
VCM
Valiant Capital Management
San Francisco,
California
| $90.7M | +$12.6M | 2 | 4.97% | Increased |
|
| 43 |
Comerica Bank
Dallas,
Texas
| $82.3M | +$1.24M | 8 | 0.32% | Increased |
|
| 44 |
JP Morgan Chase
New York
| $81.6M | -$9.89M | 14 | 0.01% | Reduced |
|
| 45 |
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| $80.7M | -$10.3M | 8 | 0.99% | Reduced |
|
| 46 |
Hood River Capital Management
Palm Beach Gardens,
Florida
| $79.9M | +$34.4M | 2 | 1.12% | Increased |
|
| 47 |
Renaissance Technologies
New York
| $78.4M | +$57.4M | 6 | 0.1% | Increased |
|
| 48 |
TCA
Taconic Capital Advisors
New York
| $73.4M | +$9.36M | 1 | 5.92% | Increased |
|
| 49 |
Ameriprise
Minneapolis,
Minnesota
| $71.4M | +$29.9M | 7 | 0.02% | Increased |
|
| 50 |
CastleKnight Management
New York
| $70.2M | -$2.77M | 8 | 1.98% | Reduced |
|