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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
Nomura Holdings
Nomura Holdings
Japan
$92M +$23.2M 9 0.14% Increased
77
SM
Scoggin Management
New York
$91.7M +$4.07M 2 14.35% Increased
78
Azora Capital LP
Azora Capital LP
Florida
$90.9M -$6.9M 7 4.21% Reduced
79
Jump Financial
Jump Financial
Illinois
$88.9M +$28.7M 8 1.06% Increased
80
Comerica Bank
Comerica Bank
Texas
$88.5M +$561K 9 0.33% Increased
81
DZ Bank
DZ Bank
Germany
$87.7M +$5.23M 9 0.08% Increased
82
IMC Chicago
IMC Chicago
Illinois
$83.9M +$31.7M 8 0.03% Increased
83
Point72 Asset Management
Point72 Asset Management
Connecticut
$82.8M -$74.7M 11 0.14% Reduced
84
Capstone Investment Advisors
Capstone Investment Advisors
New York
$79.6M +$62.9M 1 0.15% Increased
85
Private Advisor Group
Private Advisor Group
New Jersey
$79.2M +$11.9M 12 0.39% Increased
86
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$78.8M +$57.1M 13 0.38% Increased
87
Principal Financial Group
Principal Financial Group
Iowa
$77.8M +$9.12M 8 0.04% Increased
88
Bank of Montreal
Bank of Montreal
Ontario, Canada
$77.5M +$66M 12 0.03% Increased
89
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$73.3M +$16.8M 5 0.19% Increased
90
Hood River Capital Management
Hood River Capital Management
Florida
$70.4M -$78.3M 2 0.83% Reduced
91
Alkeon Capital Management
Alkeon Capital Management
New York
$70.4M +$12.1M 1 0.1% Increased
92
Capital Research Global Investors
Capital Research Global Investors
California
$68.1M +$62.8M 1 0.01% New
93
Swiss National Bank
Swiss National Bank
Switzerland
$67.6M +$3.76M 9 0.04% Increased
94
Farallon Capital Management
Farallon Capital Management
California
$66.8M +$47.6M 1 0.27% Increased
95
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$66.6M +$1.78M 15 0.05% Increased
96
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
$66.5M +$48.4M 2 12.46% New
97
LPL Financial
LPL Financial
California
$62.7M +$32.3M 16 0.02% Increased
98
Wellington Management Group
Wellington Management Group
Massachusetts
$62.3M +$18.6M 2 0.01% Increased
99
Westfield Capital Management
Westfield Capital Management
Massachusetts
$61.4M -$5.12M 2 0.26% Reduced
100
GC
Gullane Capital
Tennessee
$59.1M -$103M 1 94.33% Reduced