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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
1	HH HSG Holding Na, Hong Kong	$61.8M	$0	1	6.35%	Maintained
2	Morgan Stanley New York	$37.3M	+$25.6M	5	0.01%	Increased
3	Fidelity Investments Boston, Massachusetts	$22.7M	+$290K	1	0%	Increased
4	CCP Cyrus Capital Partners New York	$3.64M	$0	1	0.31%	Maintained
5	TAAM Top Ace Asset Management Hong Kong	$3.53M	+$3.57M	1	3.8%	New
6	PRCM Pine River Capital Management Minnetonka, Minnesota	$3.22M	$0	1	0.06%	Maintained
7	Cambridge Investment Research Advisors Fairfield, Iowa	$2.58M	-$427K	2	0.05%	Reduced
8	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$2.32M	+$148K	1	0.1%	New
9	BlackRock Fund Advisors San Francisco, California	$2.07M	+$421K	4	0%	Increased
10	BlackRock Institutional Trust San Francisco, California	$1.51M	+$152K	1	0%	Increased
11	California Public Employees Retirement System Sacramento, California	$1.44M	-$68.7K	3	0%	Reduced
12	Goldman Sachs New York	$1.42M	+$965K	3	0%	Increased
13	Invesco Atlanta, Georgia	$1.31M	-$3.75K	1	0%	Reduced
14	BA Bard Associates Chicago, Illinois	$1.25M	$0	1	0.61%	Maintained
15	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$1.02M	$0	1	0%	Maintained
16	State Street Boston, Massachusetts	$871K	-$5K	1	0%	Reduced
17	Vanguard Group Malvern, Pennsylvania	$751K	$0	2	0%	Maintained
18	BlackRock Group London, United Kingdom	$559K	+$76.2K	1	0%	Increased
19	Northern Trust Chicago, Illinois	$556K	$0	2	0%	Maintained
20	Susquehanna International Group Bala Cynwyd, Pennsylvania	$492K	-$34K	3	0%	Reduced
21	TIAA CREF Investment Management New York	$388K	$0	1	0%	Maintained
22	FIG Fortress Investment Group New York	$378K	$0	1	0.01%	Maintained
23	Guggenheim Capital Chicago, Illinois	$348K	+$27.5K	1	0%	Increased
24	SCM Stevens Capital Management Radnor, Pennsylvania	$303K	+$306K	1	0.01%	New
25	Renaissance Technologies New York	$237K	+$62K	2	0%	Increased