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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
176	Janus Henderson Group London,	$7.75M	+$751K	7	0%	Increased
177	Wealth Enhancement Advisory Services Plymouth, Minnesota	$7.62M	+$880K	6	0.01%	Increased
178	HH HSG Holding Na, Hong Kong	$7.38M	$0	2	0.3%	Maintained
179	ACG Aventail Capital Group New York	$7.36M	+$858K	2	0.38%	Increased
180	PP Pertento Partners London, United Kingdom	$7.33M	-$17.5M	1	0.62%	Reduced
181	GCM GeoSphere Capital Management Miami Beach, Florida	$7.25M	+$6.29M	2	3.4%	New
182	SA SRN Advisors Huntingdon Valley, Pennsylvania	$7.19M	-$699K	7	6.4%	Reduced
183	Harvest Portfolios Group Oakville, Ontario, Canada	$6.96M	+$1.46M	12	0.23%	Increased
184	MI MMCAP International Grand Cayman, Cayman Islands	$6.87M	-$667K	2	1.03%	Reduced
185	SEI Investments Oaks, Pennsylvania	$6.8M	+$6.43M	7	0.01%	Increased
186	State of New Jersey Common Pension Fund D Trenton, New Jersey	$6.78M	+$1.09M	4	0.03%	Increased
187	New York State Common Retirement Fund Albany, New York	$6.76M	+$759K	8	0.01%	Increased
188	Engineers Gate Manager New York	$6.65M	+$7.17M	10	0.12%	Increased
189	EI EAM Investors Solana Beach, California	$6.48M	+$7.04M	2	0.92%	New
190	Panagora Asset Management Boston, Massachusetts	$6.22M	+$7.51M	1	0.03%	New
191	Prudential Financial Newark, New Jersey	$6.12M	+$473K	6	0.01%	Increased
192	SCM Steadfast Capital Management New York	$6.09M	-$5.65M	1	0.12%	Reduced
193	Two Sigma Advisers New York	$6.08M	+$2.61M	3	0.01%	Increased
194	Private Advisor Group Morristown, New Jersey	$6.07M	+$1.77M	6	0.03%	Increased
195	MWM Maridea Wealth Management Brooklyn, New York	$6.06M	+$7.16M	5	1.95%	New
196	California Public Employees Retirement System Sacramento, California	$6.06M	-$2.77M	1	0%	Reduced
197	ECP Electron Capital Partners New York	$5.89M	+$4.62M	1	0.31%	New
198	NIM NXG Investment Management Dallas, Texas	$5.85M	-$886K	2	0.39%	Reduced
199	CCM Candelo Capital Management New York	$5.76M	+$6.05M	1	2.91%	New
200	Beacon Pointe Advisors Newport Beach, California	$5.68M	+$549K	2	0.06%	Increased