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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
51	Wolverine Asset Management Chicago, Illinois	$130M	+$175M	5	1.03%	Increased
52	Sachem Head Capital Management New York	$130M	+$125M	1	3.04%	New
53	Ameriprise Minneapolis, Minnesota	$128M	-$56M	9	0.03%	Reduced
54	Two Sigma Investments New York	$128M	-$462M	13	0.18%	Reduced
55	Bank of New York Mellon New York	$127M	+$27.1M	12	0.02%	Increased
56	Bank of Montreal Toronto, Ontario, Canada	$127M	+$116M	11	0.04%	Increased
57	Mizuho Markets Americas New York	$124M	+$6.49M	4	2.4%	Increased
58	Oaktree Capital Management Los Angeles, California	$122M	+$34M	1	1.73%	Increased
59	Qube Research & Technologies (QRT) London, United Kingdom	$119M	+$121M	9	0.12%	Increased
60	Squarepoint New York	$117M	-$25.1M	12	0.12%	Reduced
61	IMC Chicago Chicago, Illinois	$116M	+$70.6M	12	0.04%	Increased
62	Capital Research Global Investors Los Angeles, California	$107M	+$96.3M	4	0.02%	Increased
63	Exchange Traded Concepts Oklahoma City, Oklahoma	$107M	-$38.7M	9	0.82%	Reduced
64	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$107M	+$69.6M	5	0.28%	Increased
65	Wellington Management Group Boston, Massachusetts	$106M	+$56.9M	6	0.02%	Increased
66	OWP ORG Wealth Partners Dallas, Texas	$106M	-$131K	2	24.92%	Reduced
67	Nuveen Charlotte, North Carolina	$106M	+$28.1M	9	0.03%	Increased
68	CC Covalis Capital London, United Kingdom	$106M	+$126M	2	7.42%	New
69	Driehaus Capital Management Chicago, Illinois	$106M	-$151M	3	0.72%	Reduced
70	FRIHG Fund Resources Investment Holding Group Hong Kong,	$103M	+$148M	1	100%	New
71	Discovery Capital Management South Norwalk, Connecticut	$97.6M	-$40.4M	1	5.28%	Reduced
72	CastleKnight Management New York	$93.3M	-$2.57M	7	2.07%	Reduced
73	VCM Valiant Capital Management San Francisco, California	$92.3M	-$2.56M	1	5.22%	Reduced
74	SM Scoggin Management New York	$90.9M	+$1.48M	3	13.95%	Increased
75	MM Mozayyx Management Austin, Texas	$90.5M	+$135M	1	71.01%	New