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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
$148M $0 1 9.9% Maintained
2
PCM
Primavera Capital Management
Cayman Islands
$34.7M $0 1 2.62% Maintained
3
HH
HSG Holding
Hong Kong
$30.7M $0 2 4.47% Maintained
4
Vanguard Group
Vanguard Group
Pennsylvania
$17.1M +$10.6M 5 0% Increased
5
FIA
FNY Investment Advisers
New York
$6.7M +$4.53M 1 2.83% New
6
BlackRock
BlackRock
New York
$6.66M +$3.97M 7 0% Increased
7
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.25M +$2.82M 4 0% Increased
8
Morgan Stanley
Morgan Stanley
New York
$3.83M +$2.28M 8 0% Increased
9
Geode Capital Management
Geode Capital Management
Massachusetts
$2.47M +$1.52M 5 0% Increased
10
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$1.5M $0 1 0% Maintained
11
Creative Planning
Creative Planning
Kansas
$1.34M +$2.12M 1 0% New
12
EI
EAM Investors
California
$1.31M +$886K 1 0.31% New
13
MA
MYDA Advisors
New York
$1.23M -$159K 2 0.64% Reduced
14
Northern Trust
Northern Trust
Illinois
$1.09M +$296K 4 0% Increased
15
ALPS Advisors
ALPS Advisors
Colorado
$1.08M +$729K 1 0.02% New
16
Citadel Advisors
Citadel Advisors
Florida
$1.05M -$306K 5 0% Reduced
17
Goldman Sachs
Goldman Sachs
New York
$1.02M +$1.14M 1 0% New
18
Bank of America
Bank of America
North Carolina
$913K +$931K 3 0% Increased
19
CIA
CSat Investment Advisory
Michigan
$875K +$965K 2 0.08% New
20
Osaic Holdings
Osaic Holdings
Arizona
$724K +$477K 3 0% Increased
21
CH
CVI Holdings
Delaware
$695K +$1.46M 1 0.28% New
22
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$605K +$170K 1 0.02% Increased
23
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$533K +$476K 1 0.01% Increased
24
HRT Financial
HRT Financial
New York
$503K +$396K 6 0.01% Increased
25
Group One Trading
Group One Trading
Illinois
$486K -$21.6K 3 0% Reduced