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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
76
UBS AM
UBS AM
Illinois
$34.1M +$9.43M 8 0.01% Increased
77
Principal Financial Group
Principal Financial Group
Iowa
$32.8M +$10.5M 6 0.02% Increased
78
HVCM
Hel Ved Capital Management
Hong Kong
$32.2M +$17M 8 9.41% Increased
79
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$31.9M +$2.47M 13 0.03% Increased
80
CC
Clearline Capital
New York
$31.4M +$30.6M 2 4.15% Increased
81
Deutsche Bank
Deutsche Bank
Germany
$30.8M -$3.78M 8 0.01% Reduced
82
National Bank of Canada
National Bank of Canada
Quebec, Canada
$29.6M +$32M 5 0.03% Increased
83
VARA
Value Aligned Research Advisors
New Jersey
$28.5M +$30.4M 1 7.78% New
84
Legal & General Group
Legal & General Group
United Kingdom
$28.2M +$3.77M 9 0.01% Increased
85
DZ Bank
DZ Bank
Germany
$28.2M +$15.9M 10 0.03% Increased
86
Ameriprise
Ameriprise
Minnesota
$28M +$7.01M 9 0.01% Increased
87
RP
Regal Partners
Australia
$26.8M +$4.64M 2 2.71% Increased
88
HLAM
Hidden Lake Asset Management
New York
$26.1M +$1.45M 4 11.75% Increased
89
SM
Scoggin Management
New York
$23.9M +$9.02M 2 4.85% Increased
90
Jump Financial
Jump Financial
Illinois
$23.5M +$21.8M 4 0.49% Increased
91
SCM
Soros Capital Management
New York
$23.1M +$8.4M 2 3.62% Increased
92
PCM
Primavera Capital Management
Cayman Islands
$22.7M $0 1 3.54% Maintained
93
MA
MYDA Advisors
New York
$21.8M +$1.84M 2 5.49% Increased
94
Alyeska Investment Group
Alyeska Investment Group
Illinois
$21.8M +$3.35M 3 0.08% Increased
95
FPCP
Fort Point Capital Partners
California
$21.8M +$28.6M 1 2.37% New
96
SG Americas Securities
SG Americas Securities
New York
$21M +$20.8M 6 0.09% Increased
97
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$20.7M -$9.26M 3 0.08% Reduced
98
Quadrature Capital
Quadrature Capital
United Kingdom
$19.8M +$20.3M 5 0.4% Increased
99
LPL Financial
LPL Financial
California
$19.4M +$1.43M 9 0.01% Increased
100
Wellington Management Group
Wellington Management Group
Massachusetts
$19.4M +$19.1M 9 0% Increased