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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
126	SCM Steadfast Capital Management New York	$97.2M	+$73.7M	4	2.98%	Increased
127	AQR Capital Management Greenwich, Connecticut	$95.6M	+$45.2M	10	0.03%	Increased
128	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$92.6M	-$2.5M	2	0.05%	Reduced
129	Jefferies Financial Group New York	$90.1M	+$71.4M	9	0.59%	Increased
130	Atreides Management Boston, Massachusetts	$87.9M	+$75.7M	1	0.61%	New
131	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$87.1M	+$9.5M	11	0.08%	Increased
132	Trexquant Investment Stamford, Connecticut	$84.6M	+$65.4M	6	0.5%	Increased
133	FACM Forest Avenue Capital Management Miami, Florida	$84.6M	+$33.4M	1	3.55%	Increased
134	Algert Global San Francisco, California	$84.5M	+$25.8M	11	1%	Increased
135	Walleye Capital New York	$83.8M	+$27.3M	11	0.3%	Increased
136	Balyasny Asset Management Chicago, Illinois	$82.1M	+$41.1M	11	0.1%	Increased
137	DC Dendur Capital New York	$80.2M	-$26.1M	2	4.21%	Reduced
138	ACM Agave Capital Management London,	$79.8M	+$90.7M	1	8.72%	New
139	First Trust Advisors Wheaton, Illinois	$78.2M	+$1.85M	11	0.05%	Increased
140	Neuberger Berman Group New York	$77.6M	-$41M	9	0.05%	Reduced
141	SCM Suvretta Capital Management New York	$77.3M	+$65M	1	1.41%	New
142	CIBC Bancorp USA Chicago, Illinois	$75.8M	-$484K	8	0.09%	Reduced
143	YCM Yaupon Capital Management New York	$74.1M	-$32.1M	4	1.46%	Reduced
144	Hudson Bay Capital Management Stamford, Connecticut	$73.1M	+$47.5M	6	0.2%	Increased
145	Segall Bryant & Hamill Chicago, Illinois	$72.2M	+$2.59M	2	0.86%	Increased
146	Egerton Capital (UK) London, United Kingdom	$72M	+$59.3M	1	0.7%	New
147	Alyeska Investment Group Chicago, Illinois	$70.7M	-$56.8M	3	0.18%	Reduced
148	Quadrature Capital London, United Kingdom	$69.3M	+$55.9M	10	0.59%	Increased
149	XN LP New York	$65.4M	+$60.9M	1	1.72%	New
150	Tortoise Capital Advisors Overland Park, Kansas	$64.8M	+$10.4M	6	0.66%	Increased