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 |
CC
Clearline Capital
New York
| $147M | +$73.9M | 4 | 7.63% | Increased |
|
| 52 |
Barclays
London,
United Kingdom
| $146M | -$57.6M | 13 | 0.04% | Reduced |
|
| 53 |
SRS Investment Management
New York
| $145M | +$11.6M | 1 | 1.53% | Increased |
|
| 54 |
SM
Scoggin Management
New York
| $141M | +$33.4M | 3 | 13.55% | Increased |
|
| 55 |
Oaktree Capital Management
Los Angeles,
California
| $140M | +$17.1M | 1 | 2.13% | Increased |
|
| 56 |
Weiss Asset Management
Boston,
Massachusetts
| $138M | +$95.9M | 7 | 2.33% | Increased |
|
| 57 |
Wellington Management Group
Boston,
Massachusetts
| $127M | +$10.9M | 7 | 0.02% | Increased |
|
| 58 |
Bank of New York Mellon
New York
| $125M | +$7.01M | 12 | 0.02% | Increased |
|
| 59 |
Nuveen
Charlotte,
North Carolina
| $118M | +$18.7M | 9 | 0.03% | Increased |
|
| 60 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $118M | +$27.3M | 2 | 0.08% | Increased |
|
| 61 |
Azora Capital LP
Miami,
Florida
| $118M | +$77.5M | 6 | 7.73% | Increased |
|
| 62 |
OWP
ORG Wealth Partners
Dallas,
Texas
| $109M | $0 | 2 | 21.44% | Maintained |
|
| 63 |
T. Rowe Price Associates
Baltimore,
Maryland
| $108M | +$68.6M | 10 | 0.01% | Increased |
|
| 64 |
Squarepoint
New York
| $107M | -$18.6M | 9 | 0.13% | Reduced |
|
| 65 |
Bank of Montreal
Toronto,
Ontario, Canada
| $107M | +$2.92M | 12 | 0.04% | Increased |
|
| 66 |
Point72 Asset Management
Stamford,
Connecticut
| $105M | -$53.5M | 8 | 0.13% | Reduced |
|
| 67 |
Mizuho Markets Americas
New York
| $103M | -$15.5M | 3 | 2.82% | Reduced |
|
| 68 |
VCM
Valiant Capital Management
San Francisco,
California
| $102M | +$8.78M | 1 | 5.89% | Increased |
|
| 69 |
HRT Financial
New York
| $102M | +$89.7M | 16 | 0.26% | Increased |
|
| 70 |
CastleKnight Management
New York
| $101M | +$18.4M | 8 | 1.68% | Increased |
|
| 71 |
Renaissance Technologies
New York
| $99M | -$26.7M | 11 | 0.15% | Reduced |
|
| 72 |
Driehaus Capital Management
Chicago,
Illinois
| $97.4M | -$25.6M | 2 | 0.72% | Reduced |
|
| 73 |
Nikko Asset Management Americas
New York
| $97M | -$102K | 1 | 1.37% | Reduced |
|
| 74 |
IMC Chicago
Chicago,
Illinois
| $94.5M | -$8.5M | 13 | 0.03% | Reduced |
|
| 75 |
UBS AM
Chicago,
Illinois
| $93.6M | +$48.6M | 10 | 0.02% | Increased |
|