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
| $571M | +$65.5M | 12 | 0.01% | Increased |
|
| 2 |
BlackRock
New York
| $404M | +$23.9M | 14 | 0.01% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $152M | +$23.3M | 16 | 0.01% | Increased |
|
| 4 |
Morgan Stanley
New York
| $129M | +$23.7M | 23 | 0.02% | Increased |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $123M | +$32.9M | 19 | 0.02% | Increased |
|
| 6 |
Tidal Investments
Milwaukee,
Wisconsin
| $93.3M | +$19M | 4 | 2.78% | Increased |
|
| 7 |
Goldman Sachs
New York
| $69.4M | +$31M | 12 | 0.01% | Increased |
|
| 8 |
WP
Warburg Pincus
New York
| $69.2M | $0 | 1 | 2.18% | Maintained |
|
| 9 |
Mirae Asset Global Investments
Seoul,
South Korea
| $68.1M | +$7.21M | 9 | 0.14% | Increased |
|
| 10 |
Invesco
Atlanta,
Georgia
| $59.1M | -$468K | 12 | 0.02% | Reduced |
|
| 11 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $58.7M | -$103M | 21 | 0.01% | Reduced |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $57M | +$1.44M | 10 | 0.01% | Increased |
|
| 13 |
Allianz Asset Management
Munich,
Germany
| $53.5M | +$19.3M | 3 | 0.04% | Increased |
|
| 14 |
Fidelity Investments
Boston,
Massachusetts
| $52.8M | -$13.9M | 6 | 0% | Reduced |
|
| 15 |
VanEck Associates
New York
| $48.5M | +$20.8M | 15 | 0.1% | Increased |
|
| 16 |
Charles Schwab
San Francisco,
California
| $47.9M | +$14.1M | 7 | 0.01% | Increased |
|
| 17 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
| $42.9M | +$266K | 1 | 1.32% | Increased |
|
| 18 |
Bank of America
Charlotte,
North Carolina
| $36.7M | +$21.8M | 19 | 0% | Increased |
|
| 19 |
PHK
Point72 Hong Kong
Hong Kong
| $33M | +$1.99M | 4 | 1.13% | Increased |
|
| 20 |
Millennium Management
New York
| $31.1M | +$15M | 11 | 0.02% | Increased |
|
| 21 |
Bank of New York Mellon
New York
| $29.9M | +$3.64M | 10 | 0.01% | Increased |
|
| 22 |
Norges Bank
Oslo,
Norway
| $29.8M | +$745K | 2 | 0.01% | Increased |
|
| 23 |
Jane Street
New York
| $28.5M | -$47M | 19 | 0.01% | Reduced |
|
| 24 |
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| $26.5M | +$13.2M | 7 | 0.53% | Increased |
|
| 25 |
Citadel Advisors
Miami,
Florida
| $25.8M | -$26.7M | 17 | 0.01% | Reduced |
|