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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	Axxcess Wealth Management Carlsbad, California	$5.66M	$0	1	0.14%	Maintained
202	CCP Corbin Capital Partners New York	$5.65M	-$9.02M	1	9.22%	Reduced
203	William Blair & Company Chicago, Illinois	$5.63M	-$8.34M	2	0.02%	Reduced
204	Vontobel Holding Zurich, Switzerland	$5.49M	+$1.52M	8	0.02%	Increased
205	HPC Highland Peak Capital Old Greenwich, Connecticut	$5.38M	-$458K	1	2.94%	Reduced
206	DC Dendur Capital New York	$5.36M	+$5.34M	1	0.55%	New
207	Russell Investments Group London, United Kingdom	$5.31M	+$2.21M	9	0.01%	Increased
208	1M 13D Management New York	$5.19M	+$5.54M	1	3.85%	New
209	Cambridge Investment Research Advisors Fairfield, Iowa	$5.16M	-$3.17M	8	0.02%	Reduced
210	Cantor Fitzgerald New York	$5.11M	+$3.26M	3	0.1%	Increased
211	M MATAURO New York	$5.09M	+$6.17M	5	1.1%	New
212	Arizona State Retirement System Phoenix, Arizona	$5.02M	+$562K	7	0.03%	Increased
213	ProShare Advisors Bethesda, Maryland	$4.93M	+$1.99M	8	0.01%	Increased
214	Blackstone Inc New York	$4.92M	-$9.6M	1	0.02%	Reduced
215	Hudson Bay Capital Management Stamford, Connecticut	$4.92M	+$318K	4	0.02%	Increased
216	GGI Galaxy Group Investments New York	$4.9M	+$50.3M	2	0.43%	New
217	Ensign Peak Advisors Salt Lake City, Utah	$4.87M	+$1.52M	5	0.01%	Increased
218	MAP Moody Aldrich Partners Marblehead, Massachusetts	$4.85M	+$5.1M	1	0.9%	New
219	Aquatic Capital Management Chicago, Illinois	$4.75M	+$1.25M	2	0.13%	Increased
220	Twin Tree Management Dallas, Texas	$4.69M	-$145K	4	0.01%	Reduced
221	New York State Teachers Retirement System (NYSTRS) Albany, New York	$4.65M	+$26.3K	1	0.01%	Increased
222	OMG One Madison Group New York	$4.61M	+$4.59M	1	0.53%	New
223	Thrivent Financial for Lutherans Minneapolis, Minnesota	$4.61M	+$171K	2	0.01%	Increased
224	HighTower Advisors Chicago, Illinois	$4.57M	+$1.12M	5	0.01%	Increased
225	LCM Lonestar Capital Management San Francisco, California	$4.57M	-$4.8M	1	1.67%	Reduced