← All themes Digital Assets

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	WP Warburg Pincus New York	$303M	+$263M	1	5.52%	New
2	PCM Primavera Capital Management George Town, Cayman Islands	$58.4M	+$50.7M	1	3.13%	New
3	HH HSG Holding Na, Hong Kong	$38.8M	$0	1	13.5%	Maintained
4	Morgan Stanley New York	$6.18M	-$2.4M	6	0%	Reduced
5	Dimensional Fund Advisors Austin, Texas	$3.12M	-$122K	1	0%	Reduced
6	BlackRock New York	$2.82M	+$1.2M	5	0%	Increased
7	Vanguard Group Malvern, Pennsylvania	$2.72M	+$58.5K	4	0%	Increased
8	Millennium Management New York	$975K	+$593K	1	0%	Increased
9	State Street Boston, Massachusetts	$905K	-$18.4K	1	0%	Reduced
10	Susquehanna International Group Bala Cynwyd, Pennsylvania	$846K	-$610K	6	0%	Reduced
11	CCP Cyrus Capital Partners New York	$844K	$0	1	0.09%	Maintained
12	Invesco Atlanta, Georgia	$716K	-$304K	1	0%	Reduced
13	Bank of Montreal Toronto, Ontario, Canada	$627K	-$215K	3	0%	Reduced
14	Krane Funds Advisors New York	$579K	+$143K	1	0.05%	Increased
15	Geode Capital Management Boston, Massachusetts	$506K	+$10.2K	3	0%	Increased
16	GCP GSA Capital Partners London, United Kingdom	$501K	+$2.23K	1	0%	Increased
17	Northern Trust Chicago, Illinois	$436K	+$177K	3	0%	Increased
18	Laurion Capital Management New York	$427K	+$371K	1	0%	New
19	Citadel Advisors Miami, Florida	$291K	+$168K	3	0%	Increased
20	Wolverine Trading Chicago, Illinois	$283K	-$13K	2	0%	Reduced
21	PHK Point72 Hong Kong Hong Kong	$209K	+$182K	1	0.07%	New
22	Barclays London, United Kingdom	$197K	+$120K	6	0%	Increased
23	UBS Group Zurich, Switzerland	$186K	-$43.5K	7	0%	Reduced
24	VF Virtu Financial New York	$137K	+$53.6K	3	0.01%	Increased
25	Goldman Sachs New York	$112K	-$18.4K	1	0%	Reduced