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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	$185M	$0	1	2.9%	Maintained
2	PCM Primavera Capital Management George Town, Cayman Islands	$43.2M	$0	1	2.05%	Maintained
3	HH HSG Holding Na, Hong Kong	$37.3M	$0	1	8.33%	Maintained
4	Karpus Investment Management Pittsford, New York	$5.67M	-$84.1K	1	0.21%	Reduced
5	BlackRock New York	$4.74M	+$901K	5	0%	Increased
6	Bank of Montreal Toronto, Ontario, Canada	$4.3M	-$694K	3	0%	Reduced
7	Vanguard Group Malvern, Pennsylvania	$3.57M	+$1.08M	3	0%	Increased
8	OAM Oxford Asset Management Oxford, United Kingdom	$3.41M	$0	1	0.07%	Maintained
9	PC Periscope Capital Toronto, Ontario, Canada	$3.06M	+$2.05M	1	0.44%	Increased
10	Weiss Asset Management Boston, Massachusetts	$2.79M	+$1.39M	1	0.17%	Increased
11	Morgan Stanley New York	$2.76M	+$264K	7	0%	Increased
12	Panagora Asset Management Boston, Massachusetts	$2.21M	$0	2	0.01%	Maintained
13	Dimensional Fund Advisors Austin, Texas	$2.2M	-$108K	1	0%	Reduced
14	MIM Monashee Investment Management Boston, Massachusetts	$2.12M	+$2.39M	1	0.55%	New
15	Polar Asset Management Partners Toronto, Ontario, Canada	$1.97M	$0	1	0.04%	Maintained
16	GCIA Gabelli & Co Investment Advisers Rye, New York	$1.07M	$0	1	0.11%	Maintained
17	Jane Street New York	$989K	+$1.42M	2	0%	New
18	BCM Basso Capital Management Stamford, Connecticut	$986K	$0	1	0.22%	Maintained
19	BI Bulldog Investors Saddle Brook, New Jersey	$916K	-$108K	1	0.29%	Reduced
20	State Street Boston, Massachusetts	$734K	-$59.1K	1	0%	Reduced
21	SM SG3 Management Dorado, Puerto Rico	$675K	+$753K	1	0.07%	Increased
22	Gabelli Funds Rye, New York	$670K	$0	1	0%	Maintained
23	DRW Securities Chicago, Illinois	$655K	+$797K	1	0.04%	New
24	Dakota Wealth Management Palm Beach Gardens, Florida	$607K	+$60.1K	1	0.12%	Increased
25	Geode Capital Management Boston, Massachusetts	$579K	+$61.3K	5	0%	Increased