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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	Magnetar Financial Evanston, Illinois	$3.35M	+$864K	2	0.04%	Increased
202	MAP Moody Aldrich Partners Marblehead, Massachusetts	$3.35M	+$1.25M	2	0.7%	Increased
203	1M 13D Management New York	$3.32M	-$437K	1	2.93%	Reduced
204	Brevan Howard Capital Management St. Helier, Jersey	$3.27M	-$8.18M	6	0.03%	Reduced
205	State of Alaska Department of Revenue Juneau, Alaska	$3.2M	+$1.54M	2	0.04%	Increased
206	YCM Yaupon Capital Management New York	$3.2M	+$1.81M	1	0.16%	Increased
207	Titleist Asset Management San Antonio, Texas	$3.19M	+$2.36M	2	0.37%	Increased
208	ExodusPoint Capital Management New York	$3.19M	-$5.05M	3	0.03%	Reduced
209	Axxcess Wealth Management Carlsbad, California	$3.18M	+$699K	2	0.08%	Increased
210	Graham Capital Management Rowayton, Connecticut	$3.14M	+$4.39M	4	0.05%	Increased
211	Nishkama Capital LLC Dorado, Puerto Rico	$3.14M	-$7.5M	1	0.34%	Reduced
212	Verition Fund Management Greenwich, Connecticut	$3.08M	-$10.1M	6	0.01%	Reduced
213	Edgestream Partners Princeton, New Jersey	$3.04M	+$4.83M	1	0.1%	New
214	DCM Deuterium Capital Management Clearwater, Florida	$3M	+$2.55M	1	6.69%	Increased
215	Cambridge Investment Research Advisors Fairfield, Iowa	$2.99M	-$280K	9	0.01%	Reduced
216	State of New Jersey Common Pension Fund D Trenton, New Jersey	$2.98M	-$2.49M	2	0.01%	Reduced
217	Wellington Management Group Boston, Massachusetts	$2.96M	-$13.1M	9	0%	Reduced
218	Dark Forest Capital Management San Juan, Puerto Rico	$2.87M	+$4.42M	3	0.13%	Increased
219	Landscape Capital Management Englewood, New Jersey	$2.8M	+$4.07M	2	0.25%	New
220	Lazard Asset Management New York	$2.78M	+$3.34M	9	0%	Increased
221	Zurich Cantonal Bank Zurich, Switzerland	$2.77M	+$836K	8	0.01%	Increased
222	MI MMCAP International Grand Cayman, Cayman Islands	$2.76M	-$1.28M	2	0.47%	Reduced
223	Mutual of America Capital Management New York	$2.75M	+$853K	3	0.03%	Increased
224	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$2.72M	+$1.31M	2	0.05%	Increased
225	Shay Capital New York	$2.7M	+$2.34M	4	0.39%	Increased