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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	$51.5M	$0	1	21.73%	Maintained
2	Morgan Stanley New York	$10.9M	+$10.7M	4	0%	Increased
3	Dimensional Fund Advisors Austin, Texas	$4.28M	-$212K	1	0%	Reduced
4	Vanguard Group Malvern, Pennsylvania	$4.15M	+$549K	4	0%	Increased
5	BlackRock New York	$2.93M	-$199K	5	0%	Reduced
6	Hudson Bay Capital Management Stamford, Connecticut	$1.94M	-$203K	1	0.03%	Reduced
7	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.71M	+$839K	6	0%	Increased
8	Invesco Atlanta, Georgia	$1.29M	+$222K	1	0%	Increased
9	State Street Boston, Massachusetts	$1.23M	-$27.1K	1	0%	Reduced
10	Bank of Montreal Toronto, Ontario, Canada	$1.11M	+$926K	3	0%	Increased
11	CCP Cyrus Capital Partners New York	$1.01M	+$783K	1	0.09%	Increased
12	Geode Capital Management Boston, Massachusetts	$723K	+$298K	3	0%	Increased
13	Krane Funds Advisors New York	$611K	+$731K	1	0.05%	New
14	Northern Trust Chicago, Illinois	$463K	-$26.1K	3	0%	Reduced
15	Wolverine Trading Chicago, Illinois	$459K	$0	2	0%	Maintained
16	GCP GSA Capital Partners London, United Kingdom	$454K	-$102K	1	0%	Reduced
17	Deutsche Bank Frankfurt Am Main Ge, Germany	$430K	+$435K	3	0%	Increased
18	UBS Group Zurich, Switzerland	$306K	-$17.7K	6	0%	Reduced
19	Group One Trading Chicago, Illinois	$276K	+$307K	2	0%	Increased
20	Citadel Advisors Miami, Florida	$275K	-$28.2K	4	0%	Reduced
21	Two Sigma Advisers New York	$258K	-$66.6K	1	0%	Reduced
22	Millennium Management New York	$253K	-$44.4K	1	0%	Reduced
23	ES Equitec Specialists Chicago, Illinois	$207K	-$187K	1	0.02%	Reduced
24	Engineers Gate Manager New York	$177K	+$211K	1	0.01%	New
25	Goldman Sachs New York	$170K	-$453K	1	0%	Reduced