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 |
Vanguard Group
Malvern,
Pennsylvania
| $521M | +$72.8M | 8 | 0.01% | Increased |
|
| 2 |
BlackRock
New York
| $416M | -$10.4M | 12 | 0.01% | Reduced |
|
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $177M | +$9.18M | 9 | 0.02% | Increased |
|
| 4 |
Morgan Stanley
New York
| $169M | +$122M | 18 | 0.02% | Increased |
|
| 5 |
State Street
Boston,
Massachusetts
| $152M | +$7.38M | 8 | 0.01% | Increased |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $108M | +$88.4M | 6 | 0.01% | Increased |
|
| 7 |
WP
Warburg Pincus
New York
| $107M | $0 | 1 | 2.68% | Maintained |
|
| 8 |
Tidal Investments
Milwaukee,
Wisconsin
| $101M | +$14.1M | 7 | 3.77% | Increased |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $100M | +$3.74M | 14 | 0.01% | Increased |
|
| 10 |
Invesco
Atlanta,
Georgia
| $83.2M | +$77.7M | 8 | 0.02% | Increased |
|
| 11 |
Citadel Advisors
Miami,
Florida
| $63.4M | +$52.5M | 14 | 0.01% | Increased |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $61.6M | -$571K | 5 | 0.01% | Reduced |
|
| 13 |
Mirae Asset Global Investments
Seoul,
South Korea
| $52.3M | +$54.6M | 8 | 0.13% | Increased |
|
| 14 |
SM
Sabby Management
Miami Beach,
Florida
| $51.7M | +$57.4M | 5 | 6.99% | Increased |
|
| 15 |
Group One Trading
Chicago,
Illinois
| $49.6M | +$12.9M | 8 | 0.05% | Increased |
|
| 16 |
Hudson Bay Capital Management
Stamford,
Connecticut
| $40.2M | +$34.9M | 7 | 0.55% | Increased |
|
| 17 |
Armistice Capital
New York
| $37.7M | +$47.4M | 2 | 0.64% | New |
|
| 18 |
Charles Schwab
San Francisco,
California
| $37.4M | +$26.3M | 3 | 0.01% | Increased |
|
| 19 |
Goldman Sachs
New York
| $37.3M | +$14.5M | 7 | 0.01% | Increased |
|
| 20 |
Jane Street
New York
| $31.3M | +$3.95M | 14 | 0.01% | Increased |
|
| 21 |
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| $29.9M | +$5.86M | 9 | 1.03% | Increased |
|
| 22 |
Nuveen
Charlotte,
North Carolina
| $29M | -$555K | 6 | 0.01% | Reduced |
|
| 23 |
BCM
Beryl Capital Management
Redondo Beach,
California
| $28.9M | +$13.6M | 3 | 2.03% | Increased |
|
| 24 |
HH
HSG Holding
Na,
Hong Kong
| $28.6M | $0 | 1 | 2.57% | Maintained |
|
| 25 |
CH
CVI Holdings
Wilmington,
Delaware
| $28.1M | +$26.9M | 4 | 1.74% | Increased |
|