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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
Hood River Capital Management
Hood River Capital Management
Florida
$90.4M +$45.9M 2 0.91% Increased
77
Alyeska Investment Group
Alyeska Investment Group
Illinois
$87.6M +$58.9M 2 0.25% Increased
78
Swiss National Bank
Swiss National Bank
Switzerland
$87.4M +$43.4M 10 0.05% Increased
79
Jennison Associates
Jennison Associates
New York
$86.4M +$53.2M 3 0.06% Increased
80
Sachem Head Capital Management
Sachem Head Capital Management
New York
$83.3M -$28.5M 1 2.01% Reduced
81
TCA
Troluce Capital Advisors
Puerto Rico
$83M +$92.6M 4 5.09% New
82
FRIHG
Fund Resources Investment Holding Group
$81.7M +$2.9M 1 100% Increased
83
AFC
Alpine Fox Capital
Nevada
$76M -$2.02M 3 49.33% Reduced
84
American Century Companies
American Century Companies
Missouri
$74.3M +$10M 6 0.04% Increased
85
VOYA Investment Management
VOYA Investment Management
Georgia
$73.8M -$609K 12 0.08% Reduced
86
DZ Bank
DZ Bank
Germany
$73.5M +$16M 12 0.07% Increased
87
Wolverine Asset Management
Wolverine Asset Management
Illinois
$72M -$64M 7 0.69% Reduced
88
Moore Capital Management
Moore Capital Management
New York
$71.3M +$34.9M 4 1.45% Increased
89
HPM
Helix Partners Management
New York
$69.6M -$15.9M 2 18.62% Reduced
90
Legal & General Group
Legal & General Group
United Kingdom
$68.7M +$23.3M 11 0.02% Increased
91
LPL Financial
LPL Financial
California
$67.8M +$14.3M 16 0.02% Increased
92
Janus Henderson Group
Janus Henderson Group
$67.6M -$2.17M 9 0.03% Reduced
93
Wells Fargo
Wells Fargo
California
$65.9M -$10.4M 16 0.01% Reduced
94
MM
Mozayyx Management
Texas
$65.9M $0 1 66.85% Maintained
95
Westfield Capital Management
Westfield Capital Management
Massachusetts
$65.4M +$55.2M 2 0.27% Increased
96
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$64.8M +$73.9M 12 0.12% Increased
97
Neuberger Berman Group
Neuberger Berman Group
New York
$63.8M -$11.9M 8 0.05% Reduced
98
Principal Financial Group
Principal Financial Group
Iowa
$62.9M +$15.5M 7 0.03% Increased
99
Discovery Capital Management
Discovery Capital Management
Connecticut
$62.9M -$33.8M 1 3.27% Reduced
100
BCM
Beartown Capital Management
Michigan
$62.2M +$13.1M 5 29.82% Increased
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