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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	California Public Employees Retirement System Sacramento, California	$6.91M	+$647K	1	0%	Increased
202	Macquarie Group Sydney, NSW 2000, Australia	$6.88M	+$6.07M	2	0.01%	Increased
203	Aquatic Capital Management Chicago, Illinois	$6.82M	+$4.96M	5	0.14%	Increased
204	KC Kintayl Capital New York	$6.65M	+$2.97M	1	3.67%	Increased
205	MAM Mark Asset Management New York	$6.61M	+$4.97M	1	0.51%	New
206	ECP Electron Capital Partners New York	$6.53M	+$26.1K	1	0.35%	Increased
207	BCM Beryl Capital Management Redondo Beach, California	$6.39M	+$2.98M	2	0.96%	Increased
208	BRF B. Riley Financial Los Angeles, California	$6.39M	+$5.25M	1	7.18%	Increased
209	XSC X-Square Capital Guaynabo, Puerto Rico	$6.35M	+$1.15M	1	2.28%	Increased
210	Thrivent Financial for Lutherans Minneapolis, Minnesota	$6.31M	-$80K	2	0.01%	Reduced
211	Creative Planning Overland Park, Kansas	$6.29M	+$1.75M	10	0.01%	Increased
212	ClearBridge Investments New York	$6.23M	-$987K	1	0.01%	Reduced
213	Arizona State Retirement System Phoenix, Arizona	$6.23M	+$327K	7	0.04%	Increased
214	Soros Fund Management New York	$6.21M	+$1.7M	1	0.08%	Increased
215	Raymond James Financial St Petersburg, Florida	$6.18M	+$1.68M	13	0%	Increased
216	NIP Nicholas Investment Partners Rancho Santa Fe, California	$6.13M	+$3.59M	1	0.55%	New
217	National Bank of Canada Montreal, Quebec, Canada	$6.08M	+$1.21M	6	0.01%	Increased
218	PL Parkwood LLC Cleveland, Ohio	$5.97M	$0	1	0.54%	Maintained
219	RA RR Advisors Dallas, Texas	$5.95M	+$1.47M	2	1.43%	Increased
220	TA Tiptree Advisors New York	$5.94M	+$3.76M	3	4.65%	New
221	Beacon Pointe Advisors Newport Beach, California	$5.93M	+$83.5K	1	0.06%	Increased
222	KPF K2 Principal Fund Toronto, Ontario, Canada	$5.92M	+$3.47M	1	0.82%	New
223	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$5.88M	-$4.53M	1	0.02%	Reduced
224	BCH Berkshire Capital Holdings San Jose, California	$5.83M	+$3.42M	2	2.04%	Increased
225	OMC Oasis Management Company Grand Cayman, Cayman Islands	$5.73M	+$4.59M	1	0.66%	New