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 |
BlackRock
New York
| $1.96B | +$225M | 16 | 0.04% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $1.82B | +$199M | 14 | 0.03% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $570M | +$43.5M | 15 | 0.02% | Increased |
|
| 4 |
Geode Capital Management
Boston,
Massachusetts
| $479M | +$21.7M | 19 | 0.04% | Increased |
|
| 5 |
Morgan Stanley
New York
| $454M | +$206M | 24 | 0.03% | Increased |
|
| 6 |
VH
V3 Holding
Rye,
New York
| $453M | +$554M | 1 | 100% | New |
|
| 7 |
UBS Group
Zurich,
Switzerland
| $301M | +$284M | 30 | 0.06% | Increased |
|
| 8 |
BCM
Beryl Capital Management
Redondo Beach,
California
| $256M | +$41M | 2 | 57.94% | Increased |
|
| 9 |
BC
BIT Capital
Berlin,
Germany
| $249M | +$46.9M | 11 | 19.76% | Increased |
|
| 10 |
Invesco
Atlanta,
Georgia
| $248M | +$44.3M | 13 | 0.05% | Increased |
|
| 11 |
VanEck Associates
New York
| $243M | +$65.5M | 11 | 0.31% | Increased |
|
| 12 |
Driehaus Capital Management
Chicago,
Illinois
| $226M | +$94.4M | 3 | 1.86% | Increased |
|
| 13 |
Goldman Sachs
New York
| $219M | +$58.7M | 13 | 0.03% | Increased |
|
| 14 |
Charles Schwab
San Francisco,
California
| $207M | +$40.7M | 11 | 0.04% | Increased |
|
| 15 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $201M | -$8.27M | 17 | 0.03% | Reduced |
|
| 16 |
Jane Street
New York
| $199M | +$148M | 15 | 0.04% | Increased |
|
| 17 |
Jericho Capital Asset Management
New York
| $183M | +$192M | 3 | 2.61% | New |
|
| 18 |
Tidal Investments
Milwaukee,
Wisconsin
| $182M | -$4.14M | 12 | 1.43% | Reduced |
|
| 19 |
Vident Advisory
Alpharetta,
Georgia
| $180M | +$35.5M | 14 | 3.16% | Increased |
|
| 20 |
GC
Gullane Capital
Memphis,
Tennessee
| $175M | +$183M | 1 | 76.75% | New |
|
| 21 |
Northern Trust
Chicago,
Illinois
| $172M | +$21.3M | 13 | 0.02% | Increased |
|
| 22 |
Fidelity Investments
Boston,
Massachusetts
| $139M | +$142M | 9 | 0.01% | Increased |
|
| 23 |
Starboard Value
New York
| $130M | +$138M | 1 | 2.35% | New |
|
| 24 |
Bank of America
Charlotte,
North Carolina
| $128M | +$94.2M | 22 | 0.01% | Increased |
|
| 25 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
| $127M | +$8.54M | 13 | 0.27% | Increased |
|