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 |
AFC
Alpine Fox Capital
Las Vegas,
Nevada
| $87.9M | -$17.6M | 4 | 46.39% | Reduced |
|
| 77 |
Group One Trading
Chicago,
Illinois
| $87.8M | -$197M | 18 | 0.15% | Reduced |
|
| 78 |
HPM
Helix Partners Management
New York
| $81.5M | +$6.1M | 1 | 27.41% | Increased |
|
| 79 |
Wells Fargo
San Francisco,
California
| $81.2M | -$412M | 15 | 0.01% | Reduced |
|
| 80 |
CC
Clearline Capital
New York
| $80M | +$57.2M | 4 | 3.95% | Increased |
|
| 81 |
VOYA Investment Management
Atlanta,
Georgia
| $78.8M | +$46.7M | 12 | 0.08% | Increased |
|
| 82 |
Janus Henderson Group
London,
| $77.4M | +$78.5M | 9 | 0.03% | Increased |
|
| 83 |
Private Advisor Group
Morristown,
New Jersey
| $76.7M | +$9.12M | 9 | 0.36% | Increased |
|
| 84 |
SG Americas Securities
New York
| $75.9M | +$84.6M | 11 | 0.1% | Increased |
|
| 85 |
Neuberger Berman Group
New York
| $75.8M | +$87.9M | 8 | 0.06% | Increased |
|
| 86 |
American Century Companies
Kansas City,
Missouri
| $69.2M | -$10.3M | 5 | 0.03% | Reduced |
|
| 87 |
Weiss Asset Management
Boston,
Massachusetts
| $68M | +$60.6M | 6 | 0.9% | Increased |
|
| 88 |
LPL Financial
San Diego,
California
| $65.1M | +$34.9M | 16 | 0.02% | Increased |
|
| 89 |
MIRAE ASSET SECURITIES (USA) INC.
New York
| $64.8M | -$14.6M | 2 | 1.78% | Reduced |
|
| 90 |
DZ Bank
Frankfurt Am Main,
Germany
| $62.2M | -$9.54M | 12 | 0.05% | Reduced |
|
| 91 |
Comerica Bank
Dallas,
Texas
| $60.5M | -$12.7M | 10 | 0.24% | Reduced |
|
| 92 |
Hudson Bay Capital Management
Stamford,
Connecticut
| $59.8M | +$84.8M | 3 | 0.2% | Increased |
|
| 93 |
UBS AM
Chicago,
Illinois
| $57.6M | +$13.7M | 9 | 0.01% | Increased |
|
| 94 |
Azora Capital LP
Miami,
Florida
| $57M | -$26.1M | 5 | 3.59% | Reduced |
|
| 95 |
Two Sigma Advisers
New York
| $56.8M | -$324M | 8 | 0.11% | Reduced |
|
| 96 |
Swiss National Bank
Zurich,
Switzerland
| $55.9M | +$1.92M | 9 | 0.03% | Increased |
|
| 97 |
Legal & General Group
London,
United Kingdom
| $55M | +$24.7M | 11 | 0.01% | Increased |
|
| 98 |
Principal Financial Group
Des Moines,
Iowa
| $54.6M | +$11M | 7 | 0.03% | Increased |
|
| 99 |
ZDA
Zweig-DiMenna Associates
New York
| $54.4M | -$1.94M | 3 | 3.38% | Reduced |
|
| 100 |
Hood River Capital Management
Palm Beach Gardens,
Florida
| $50.1M | -$40M | 2 | 0.55% | Reduced |
|