← All themes Digital Assets

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
76
Nearwater Capital Markets
Nearwater Capital Markets
Ireland
$171M +$146M 3 2.94% New
77
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$170M -$58.8M 10 0.78% Reduced
78
Moore Capital Management
Moore Capital Management
New York
$169M +$10.2M 6 2.51% Increased
79
Jennison Associates
Jennison Associates
New York
$165M +$10.8M 3 0.1% Increased
80
Capital International Investors
Capital International Investors
California
$157M +$135M 2 0.03% New
81
Third Point
Third Point
New York
$153M +$44.5M 2 3.27% Increased
82
Franklin Resources
Franklin Resources
California
$153M +$108M 11 0.03% Increased
83
Swiss National Bank
Swiss National Bank
Switzerland
$153M +$2.7M 10 0.08% Increased
84
Marshall Wace
Marshall Wace
United Kingdom
$151M -$144M 10 0.12% Reduced
85
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$144M +$123M 3 2.53% New
86
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$141M +$28.6M 4 0.4% Increased
87
Fred Alger Management
Fred Alger Management
New York
$140M +$132M 4 0.47% Increased
88
VOYA Investment Management
VOYA Investment Management
Georgia
$139M +$6.77M 13 0.12% Increased
89
Federated Hermes
Federated Hermes
Pennsylvania
$135M +$110M 8 0.19% Increased
90
CC
Clearline Capital
New York
$135M -$94.4M 3 8.04% Reduced
91
Cantor Fitzgerald
Cantor Fitzgerald
New York
$133M -$84.5M 6 1.43% Reduced
92
Capital Research Global Investors
Capital Research Global Investors
California
$130M -$107M 2 0.02% Reduced
93
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$129M +$54.3M 5 0.07% Increased
94
Oaktree Capital Management
Oaktree Capital Management
California
$128M -$103M 1 1.77% Reduced
95
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$127M +$132M 5 0.71% New
96
CastleKnight Management
CastleKnight Management
New York
$126M -$49M 8 1.7% Reduced
97
DFO
Duquesne Family Office
New York
$126M +$111M 4 2.41% New
98
Westfield Capital Management
Westfield Capital Management
Massachusetts
$122M -$3.41M 3 0.4% Reduced
99
IMC Chicago
IMC Chicago
Illinois
$120M -$2.33M 12 0.03% Reduced
100
TCM
Thames Capital Management
New Jersey
$120M +$37.5M 5 9.84% Increased