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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	$53.7M	$0	1	7.57%	Maintained
2	Morgan Stanley New York	$34.7M	+$2.4M	5	0.01%	Increased
3	Fidelity Investments Boston, Massachusetts	$9.87M	-$9.99M	1	0%	Reduced
4	CCP Cyrus Capital Partners New York	$3.25M	+$1.63M	1	0.31%	Increased
5	TAAM Top Ace Asset Management Hong Kong	$3.07M	$0	1	3.45%	Maintained
6	PRCM Pine River Capital Management Minnetonka, Minnesota	$2.8M	$0	1	0.1%	Maintained
7	BlackRock Fund Advisors San Francisco, California	$2.3M	+$526K	4	0%	Increased
8	HA Heartland Advisors Milwaukee, Wisconsin	$1.57M	+$1.87M	1	0.09%	New
9	Cambridge Investment Research Advisors Fairfield, Iowa	$1.54M	-$243K	2	0.03%	Reduced
10	BlackRock Institutional Trust San Francisco, California	$1.43M	+$110K	1	0%	Increased
11	Dimensional Fund Advisors Austin, Texas	$1.25M	+$1.26M	1	0%	New
12	Goldman Sachs New York	$1.25M	+$90.6K	3	0%	Increased
13	Invesco Atlanta, Georgia	$1M	-$139K	1	0%	Reduced
14	State Street Boston, Massachusetts	$998K	+$241K	1	0%	Increased
15	California Public Employees Retirement System Sacramento, California	$942K	-$320K	3	0%	Reduced
16	BA Bard Associates Chicago, Illinois	$629K	$0	1	0.29%	Maintained
17	Susquehanna International Group Bala Cynwyd, Pennsylvania	$613K	+$288K	2	0%	Increased
18	Vanguard Group Malvern, Pennsylvania	$571K	+$9.74K	2	0%	Increased
19	BlackRock Group London, United Kingdom	$529K	+$43.3K	1	0%	Increased
20	AIP ARS Investment Partners New York	$483K	+$574K	1	0.07%	New
21	D.E. Shaw & Co New York	$446K	+$269K	1	0%	Increased
22	Northern Trust Chicago, Illinois	$434K	-$39.4K	2	0%	Reduced
23	TIAA CREF Investment Management New York	$328K	-$8.66K	1	0%	Reduced
24	Renaissance Technologies New York	$311K	+$124K	2	0%	Increased
25	Guggenheim Capital Chicago, Illinois	$304K	+$2.16K	1	0%	Increased