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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
151	Merewether Investment Management Dallas, Texas	$64.7M	+$43.4M	2	1.22%	Increased
152	ClearBridge Investments New York	$63.7M	+$40.4M	3	0.05%	Increased
153	ACM Alight Capital Management New York	$62.3M	-$2.02M	8	8.75%	Reduced
154	OMC Oasis Management Company Grand Cayman, Cayman Islands	$62.1M	-$244M	2	3.31%	Reduced
155	Allspring Global Investments Charlotte, North Carolina	$60.9M	+$45.6M	8	0.09%	Increased
156	Vanguard Asset Management London, Ec4n 8af,	$60.9M	+$8.42M	11	0.04%	Increased
157	Nikko Asset Management Americas New York	$59.2M	-$8.87M	1	0.76%	Reduced
158	Man Group London, United Kingdom	$59M	-$1.87M	10	0.09%	Reduced
159	Holocene Advisors New York	$58.4M	+$64.3M	2	0.13%	Increased
160	HVCM Hel Ved Capital Management Central, Hong Kong	$57.9M	+$33.1M	5	4.27%	Increased
161	SEP Soma Equity Partners San Francisco, California	$57.3M	+$65.2M	1	3.99%	New
162	Wealth Enhancement Advisory Services Plymouth, Minnesota	$56.9M	+$4.62M	13	0.1%	Increased
163	Royal Bank of Canada Toronto, Ontario, Canada	$56.7M	+$7.3M	22	0.01%	Increased
164	Russell Investments Group London, United Kingdom	$56.3M	+$33.4M	13	0.05%	Increased
165	MAM Mark Asset Management New York	$55.7M	+$16.7M	2	3.75%	Increased
166	GC Gullane Capital Memphis, Tennessee	$55.3M	-$4.16M	1	93.41%	Reduced
167	Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany	$55.1M	+$1.37M	8	0.08%	Increased
168	SEI Investments Oaks, Pennsylvania	$55.1M	+$23.1M	12	0.05%	Increased
169	HCM Hodges Capital Management Dallas, Texas	$55M	-$6.41M	1	3.64%	Reduced
170	WHGAM Wealth High Governance Asset Management Sao Paulo,	$51.8M	+$44.7M	2	5.51%	New
171	Massachusetts Financial Services Boston, Massachusetts	$51.1M	-$18M	2	0.02%	Reduced
172	NRCM Northern Right Capital Management Darien, Connecticut	$50.9M	+$28.3M	3	15.11%	Increased
173	IECM Intrinsic Edge Capital Management Chicago, Illinois	$48.9M	+$82.8K	4	5.05%	Increased
174	SONA Asset Management (US) New York	$48.8M	-$14.4M	7	1.03%	Reduced
175	ExodusPoint Capital Management New York	$48.8M	-$10.4M	7	0.31%	Reduced