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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
SCM
Soros Capital Management
New York
$10.2M -$31.9M 1 2.46% Reduced
102
GTS Securities
GTS Securities
Florida
$10.1M +$1.97M 10 0.02% Increased
103
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.1M +$440K 1 0.05% Increased
104
ACM
Alight Capital Management
New York
$10M +$10.1M 9 3.46% Increased
105
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10M +$10.8M 1 0.05% New
106
First Financial Bankshares
First Financial Bankshares
Texas
$9.91M $0 2 0.21% Maintained
107
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$9.73M +$4.42M 7 0.02% Increased
108
PCM
Prelude Capital Management
New York
$9.71M +$6.06M 3 0.59% Increased
109
SCM
Steadfast Capital Management
New York
$9.7M -$9.37M 1 0.22% Reduced
110
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$9.63M +$8.33M 5 0.02% Increased
111
Wells Fargo
Wells Fargo
California
$9.56M +$933K 12 0% Increased
112
ZDA
Zweig-DiMenna Associates
New York
$9.49M +$9.21M 1 0.96% New
113
PCM
Primavera Capital Management
Cayman Islands
$9.17M $0 1 1.55% Maintained
114
JGC
J. Goldman & Co
New York
$9.13M +$5.02M 3 0.26% Increased
115
Trexquant Investment
Trexquant Investment
Connecticut
$9M +$5.31M 2 0.11% Increased
116
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$8.69M +$2.51M 9 0.02% Increased
117
S
ShariaPortfolio
Florida
$8.66M +$1.35M 3 4.6% Increased
118
Stifel Financial
Stifel Financial
Missouri
$8.61M -$175K 4 0.01% Reduced
119
Point72 Asset Management
Point72 Asset Management
Connecticut
$8.48M -$26.5M 2 0.02% Reduced
120
Nishkama Capital LLC
Nishkama Capital LLC
Puerto Rico
$8.18M -$35.8M 2 0.62% Reduced
121
MI
MMCAP International
Cayman Islands
$8.13M -$1.91M 3 1.13% Reduced
122
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.11M +$1.05M 8 0.01% Increased
123
California Public Employees Retirement System
California Public Employees Retirement System
California
$8.08M +$324K 1 0.01% Increased
124
MetLife Investment Management
MetLife Investment Management
New Jersey
$7.89M +$871K 8 0.05% Increased
125
LCM
Lonestar Capital Management
California
$7.71M +$6.74M 1 1.3% New