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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
WP
Warburg Pincus
New York
$212M $0 1 6.31% Maintained
2
PCM
Primavera Capital Management
Cayman Islands
$49.6M +$9.89M 1 3.01% Increased
3
HH
HSG Holding
Hong Kong
$26.6M $0 1 10.12% Maintained
4
Boothbay Fund Management
Boothbay Fund Management
New York
$4.99M +$4.83M 1 0.73% New
5
OAM
Oxford Asset Management
United Kingdom
$3.43M +$3.29M 1 0.09% New
6
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$2.07M -$70.2K 1 0% Reduced
7
Panagora Asset Management
Panagora Asset Management
Massachusetts
$2.06M +$2.06M 2 0.01% New
8
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$1.95M +$1.93M 1 0.04% New
9
BlackRock
BlackRock
New York
$1.69M +$138K 5 0% Increased
10
Morgan Stanley
Morgan Stanley
New York
$1.67M -$2.73M 4 0% Reduced
11
CI
Cowen Inc
New York
$1.22M +$1.21M 1 0.13% New
12
GCIA
Gabelli & Co Investment Advisers
New York
$912K +$910K 1 0.13% New
13
CCP
Cyrus Capital Partners
New York
$825K $0 1 0.12% Maintained
14
State Street
State Street
Massachusetts
$648K +$28.3K 1 0% Increased
15
Weiss Asset Management
Weiss Asset Management
Massachusetts
$645K +$620K 1 0.05% New
16
Vanguard Group
Vanguard Group
Pennsylvania
$560K -$648K 2 0% Reduced
17
Gabelli Funds
Gabelli Funds
New York
$543K +$539K 1 0% New
18
Millennium Management
Millennium Management
New York
$515K -$193K 1 0% Reduced
19
Bank of Montreal
Bank of Montreal
Ontario, Canada
$512K +$109K 2 0% Increased
20
PC
Periscope Capital
Ontario, Canada
$491K +$487K 1 0.09% New
21
BCM
Basso Capital Management
Connecticut
$490K +$481K 1 0.1% New
22
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$425K -$145K 3 0% Reduced
23
Invesco
Invesco
Georgia
$410K -$83.3K 1 0% Reduced
24
Laurion Capital Management
Laurion Capital Management
New York
$299K $0 1 0.01% Maintained
25
Dakota Wealth Management
Dakota Wealth Management
Florida
$291K +$290K 1 0.07% New