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
| $568M | +$96.2M | 11 | 0.01% | Increased |
|
| 2 |
BlackRock
New York
| $427M | +$38.8M | 14 | 0.01% | Increased |
|
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $199M | +$47M | 20 | 0.03% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $149M | +$8.97M | 14 | 0.01% | Increased |
|
| 5 |
Morgan Stanley
New York
| $122M | +$21M | 23 | 0.02% | Increased |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $102M | +$10.3M | 16 | 0.01% | Increased |
|
| 7 |
Jane Street
New York
| $90.3M | +$87.4M | 14 | 0.03% | Increased |
|
| 8 |
Tidal Investments
Milwaukee,
Wisconsin
| $89.9M | -$10.6M | 7 | 2.75% | Reduced |
|
| 9 |
Fidelity Investments
Boston,
Massachusetts
| $86.6M | +$25.2M | 7 | 0.01% | Increased |
|
| 10 |
WP
Warburg Pincus
New York
| $83.9M | $0 | 1 | 2.56% | Maintained |
|
| 11 |
Invesco
Atlanta,
Georgia
| $82.2M | +$8.17M | 12 | 0.02% | Increased |
|
| 12 |
Mirae Asset Global Investments
Seoul,
South Korea
| $73.5M | +$33.3M | 8 | 0.16% | Increased |
|
| 13 |
Citadel Advisors
Miami,
Florida
| $62.2M | +$6.46M | 14 | 0.01% | Increased |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $62.2M | +$4.08M | 8 | 0.01% | Increased |
|
| 15 |
Renaissance Technologies
New York
| $53.3M | +$69.2M | 9 | 0.07% | Increased |
|
| 16 |
Group One Trading
Chicago,
Illinois
| $52.5M | +$9.19M | 11 | 0.04% | Increased |
|
| 17 |
SM
Sabby Management
Miami Beach,
Florida
| $45.8M | +$4.71M | 6 | 6.65% | Increased |
|
| 18 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
| $43.9M | +$47.7M | 1 | 1.22% | New |
|
| 19 |
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| $41.7M | +$25.8M | 9 | 1.47% | Increased |
|
| 20 |
Charles Schwab
San Francisco,
California
| $38.1M | +$2.99M | 5 | 0.01% | Increased |
|
| 21 |
Goldman Sachs
New York
| $36.8M | -$5.13M | 12 | 0.01% | Reduced |
|
| 22 |
Allianz Asset Management
Munich,
Germany
| $35.9M | +$28.9M | 3 | 0.02% | Increased |
|
| 23 |
PHK
Point72 Hong Kong
Hong Kong
| $34.9M | +$35M | 3 | 1.21% | Increased |
|
| 24 |
VanEck Associates
New York
| $34.3M | +$21.4M | 12 | 0.08% | Increased |
|
| 25 |
Nuveen
Charlotte,
North Carolina
| $32.6M | +$7.7M | 6 | 0.01% | Increased |
|