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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	Credit Suisse Zurich, Switzerland	$4.81M	+$885K	2	0%	Increased
102	State of New Jersey Common Pension Fund D Trenton, New Jersey	$4.72M	-$1.31M	2	0.01%	Reduced
103	Legal & General Group London, United Kingdom	$4.59M	+$3.72M	3	0%	Increased
104	Storebrand Asset Management Lysaker, Norway	$4.57M	+$4.63M	1	0.02%	New
105	KPF K2 Principal Fund Toronto, Ontario, Canada	$4.51M	+$3.49M	1	0.37%	New
106	Sessa Capital New York	$4.46M	+$1.1M	1	0.22%	Increased
107	State of Wisconsin Investment Board Madison, Wisconsin	$4.45M	+$2.53M	1	0.01%	Increased
108	Parametric Portfolio Associates Seattle, Washington	$4.33M	+$2.33M	3	0%	Increased
109	PCM Pinz Capital Management New York	$4.13M	+$3.54M	2	1.87%	New
110	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$4.13M	+$2.09M	5	0.04%	Increased
111	Voloridge Investment Management Jupiter, Florida	$4.05M	-$460K	4	0.03%	Reduced
112	Teacher Retirement System of Texas Austin, Texas	$4.05M	+$3.41M	3	0.02%	Increased
113	SCM SIR Capital Management New York	$4.04M	$0	1	0.59%	Maintained
114	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$3.99M	-$5.9M	1	0.51%	Reduced
115	New York State Common Retirement Fund Albany, New York	$3.97M	-$893K	3	0%	Reduced
116	OFG OTA Financial Group Purchase, New York	$3.97M	-$370K	1	4.78%	Reduced
117	SA SRN Advisors Huntingdon Valley, Pennsylvania	$3.89M	-$965K	1	1.8%	Reduced
118	BCM Basso Capital Management Stamford, Connecticut	$3.8M	+$75.1K	1	0.44%	Increased
119	Two Sigma Investments New York	$3.75M	+$3.65M	3	0.01%	New
120	KC KCL Capital New York	$3.7M	-$1.9M	2	0.17%	Reduced
121	DekaBank Deutsche Girozentrale Frankfurt, Germany	$3.68M	+$3.24M	5	0.01%	New
122	Rafferty Asset Management New York	$3.62M	-$344K	1	0.02%	Reduced
123	Royal Bank of Canada Toronto, Ontario, Canada	$3.61M	+$2.06M	13	0%	Increased
124	GC Gillson Capital Chicago, Illinois	$3.61M	+$3.59M	2	0.26%	New
125	Vontobel Holding Zurich, Switzerland	$3.53M	+$2.11M	2	0.03%	Increased