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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	$38.2M	$0	1	8.51%	Maintained
2	Morgan Stanley New York	$11.4M	-$11.4M	6	0%	Reduced
3	Dimensional Fund Advisors Austin, Texas	$3.36M	+$1M	1	0%	Increased
4	CCP Cyrus Capital Partners New York	$2.94M	+$769K	1	0.36%	Increased
5	BlackRock New York	$1.67M	-$2.13M	4	0%	Reduced
6	Invesco Atlanta, Georgia	$809K	+$96.8K	1	0%	Increased
7	Sculptor Capital New York	$760K	+$766K	1	0%	New
8	California Public Employees Retirement System Sacramento, California	$682K	$0	3	0%	Maintained
9	State Street Boston, Massachusetts	$668K	-$36.9K	1	0%	Reduced
10	SBA Seven Bridges Advisors New York	$651K	+$41.6K	1	0.58%	New
11	BA Bard Associates Chicago, Illinois	$650K	+$31.5K	1	0.29%	Increased
12	Cambridge Investment Research Advisors Fairfield, Iowa	$490K	-$106K	2	0.01%	Reduced
13	Virtu KCG Holdings New York	$356K	+$224K	2	0.01%	Increased
14	D.E. Shaw & Co New York	$349K	+$352K	1	0%	New
15	Goldman Sachs New York	$333K	-$474K	4	0%	Reduced
16	Guggenheim Capital Chicago, Illinois	$318K	+$80.7K	1	0%	Increased
17	Vanguard Group Malvern, Pennsylvania	$260K	-$65.4K	2	0%	Reduced
18	Citadel Advisors Miami, Florida	$206K	+$178K	4	0%	Increased
19	Northern Trust Chicago, Illinois	$199K	-$84.5K	2	0%	Reduced
20	Renaissance Technologies New York	$184K	+$18.9K	1	0%	Increased
21	Panagora Asset Management Boston, Massachusetts	$175K	+$181K	2	0%	Increased
22	Group One Trading Chicago, Illinois	$174K	+$125K	2	0%	Increased
23	TIAA CREF Investment Management New York	$168K	-$43.8K	1	0%	Reduced
24	Deutsche Bank Frankfurt Am Main Ge, Germany	$148K	-$179K	3	0%	Reduced
25	PCM Perkins Capital Management Wayzata, Minnesota	$145K	-$19.5K	1	0.16%	Reduced