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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
101	AFC Alpine Fox Capital Las Vegas, Nevada	$119M	-$6.99M	4	56.47%	Reduced
102	Principal Financial Group Des Moines, Iowa	$119M	-$6M	6	0.06%	Reduced
103	Legal & General Group London, United Kingdom	$118M	+$12.3M	12	0.02%	Increased
104	NCA Newbrook Capital Advisors New York	$118M	-$4.08M	2	15.92%	Reduced
105	MAC Monarch Alternative Capital New York	$118M	+$108M	1	16.65%	New
106	ARK Investment Management St. Petersburg, Florida	$117M	-$17.2M	1	0.76%	Reduced
107	UBS AM Chicago, Illinois	$117M	-$47.6M	11	0.02%	Reduced
108	HPM Helix Partners Management New York	$116M	-$321K	1	15.65%	Reduced
109	Apollo Management Holdings New York	$116M	+$106M	1	1.29%	New
110	SRS Investment Management New York	$115M	-$202M	1	1.07%	Reduced
111	Tudor Investment Corp Stamford, Connecticut	$114M	+$67.5M	6	0.16%	Increased
112	Weiss Asset Management Boston, Massachusetts	$110M	-$21.2M	5	1.16%	Reduced
113	DZ Bank Frankfurt Am Main, Germany	$110M	-$16.4M	12	0.08%	Reduced
114	Fifth Third Bancorp Cincinnati, Ohio	$110M	-$1.45M	12	0.18%	Reduced
115	RhumbLine Advisers Boston, Massachusetts	$109M	+$25.3M	17	0.08%	Increased
116	National Bank of Canada Montreal, Quebec, Canada	$109M	+$31.8M	6	0.08%	Increased
117	LPL Financial San Diego, California	$107M	+$16.9M	15	0.02%	Increased
118	Nomura Asset Management International Philadelphia, Pennsylvania	$104M	+$65.7M	6	0.16%	Increased
119	CC Covalis Capital London, United Kingdom	$101M	+$14.8M	4	5.71%	Increased
120	Wolverine Asset Management Chicago, Illinois	$101M	-$9.71M	8	0.89%	Reduced
121	ECM Engle Capital Management Greenwich, Connecticut	$101M	-$7.87M	3	27.61%	Reduced
122	CCM Clearfield Capital Management New York	$100M	+$31.9M	3	70.46%	Increased
123	1SP 140 Summer Partners New York	$99.8M	+$77.1M	2	7.13%	Increased
124	BCM Beartown Capital Management Huntington Woods, Michigan	$99.3M	-$10.1M	7	43.65%	Reduced
125	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$97.2M	+$82M	3	9.46%	New