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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
201	Frontier Capital Management Boston, Massachusetts	$35.6M	-$34.4M	1	0.33%	Reduced
202	SP SIH Partners Wilmington, Delaware	$35.5M	+$19.7M	3	0.22%	Increased
203	ZP Zimmer Partners New York	$35.4M	+$1.79M	3	0.81%	Increased
204	Creative Planning Overland Park, Kansas	$34.8M	+$9.7M	15	0.02%	Increased
205	Krane Funds Advisors New York	$34.7M	+$18.3M	3	1.23%	Increased
206	Adage Capital Partners Boston, Massachusetts	$34.4M	-$5.89M	1	0.05%	Reduced
207	Baillie Gifford & Co Edinburgh, United Kingdom	$34.1M	-$4.28M	1	0.03%	Reduced
208	Jupiter Topco New York	$34M	+$30.2M	9	0.01%	New
209	New York State Common Retirement Fund Albany, New York	$33.9M	+$17.9M	12	0.04%	Increased
210	Artemis Investment Management Edinburgh, United Kingdom	$33.8M	+$38.5M	1	0.3%	New
211	WDOM Wasserstein Debt Opportunities Management New York	$33.8M	+$7.13M	1	12.79%	Increased
212	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$33.7M	+$30.3M	5	1.79%	New
213	Defiance ETFs New York	$33.5M	-$701M	12	0.45%	Reduced
214	Brevan Howard Capital Management St. Helier, Jersey	$33M	-$53.1M	8	0.24%	Reduced
215	Winton Group London, United Kingdom	$32.9M	+$22M	11	1.06%	Increased
216	MWM Maridea Wealth Management Brooklyn, New York	$32.6M	-$4.76M	4	3.53%	Reduced
217	MC Maplelane Capital New York	$32.4M	+$29M	2	0.59%	Increased
218	LMR Partners London, United Kingdom	$32.4M	-$45M	5	0.12%	Reduced
219	BNP Paribas Asset Management Paris, France	$30.9M	+$33.9M	9	0.03%	Increased
220	Cartenna Capital Stamford, Connecticut	$30.9M	+$28.7M	1	0.74%	New
221	Stifel Financial St. Louis, Missouri	$30.8M	-$2.93M	11	0.03%	Reduced
222	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$30.6M	+$3.84M	11	0.02%	Increased
223	MAP Moody Aldrich Partners Marblehead, Massachusetts	$30.4M	-$5.07M	4	5.46%	Reduced
224	Amundi Paris, France	$30.3M	-$17.5M	9	0.01%	Reduced
225	Victory Capital Management San Antonio, Texas	$30.2M	+$5.12M	12	0.02%	Increased