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
| $1.49B | +$348M | 16 | 0.03% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $1.21B | +$85.4M | 14 | 0.02% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $412M | +$75.9M | 14 | 0.02% | Increased |
|
| 4 |
Geode Capital Management
Boston,
Massachusetts
| $335M | +$55.7M | 17 | 0.03% | Increased |
|
| 5 |
Morgan Stanley
New York
| $295M | +$10.2M | 24 | 0.02% | Increased |
|
| 6 |
VH
V3 Holding
Rye,
New York
| $224M | $0 | 1 | 100% | Maintained |
|
| 7 |
UBS Group
Zurich,
Switzerland
| $194M | +$20.8M | 27 | 0.04% | Increased |
|
| 8 |
VanEck Associates
New York
| $171M | +$48.9M | 11 | 0.22% | Increased |
|
| 9 |
BC
BIT Capital
Berlin,
Germany
| $153M | +$10.3M | 7 | 13.16% | Increased |
|
| 10 |
Goldman Sachs
New York
| $148M | +$21.7M | 11 | 0.02% | Increased |
|
| 11 |
D.E. Shaw & Co
New York
| $146M | +$112M | 9 | 0.13% | Increased |
|
| 12 |
Invesco
Atlanta,
Georgia
| $144M | -$17.9M | 14 | 0.03% | Reduced |
|
| 13 |
Charles Schwab
San Francisco,
California
| $139M | +$19.2M | 11 | 0.03% | Increased |
|
| 14 |
Tidal Investments
Milwaukee,
Wisconsin
| $130M | +$39.7M | 10 | 1.06% | Increased |
|
| 15 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $115M | -$20.5M | 18 | 0.02% | Reduced |
|
| 16 |
Northern Trust
Chicago,
Illinois
| $114M | +$7.74M | 12 | 0.02% | Increased |
|
| 17 |
Bank of America
Charlotte,
North Carolina
| $111M | +$53.9M | 21 | 0.01% | Increased |
|
| 18 |
Citadel Advisors
Miami,
Florida
| $106M | +$67M | 18 | 0.02% | Increased |
|
| 19 |
Vident Advisory
Alpharetta,
Georgia
| $104M | +$2.84M | 14 | 1.52% | Increased |
|
| 20 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
| $94.2M | +$24.9M | 11 | 0.2% | Increased |
|
| 21 |
Starboard Value
New York
| $90.4M | -$41.8K | 1 | 1.64% | Reduced |
|
| 22 |
JCM
JAT Capital Management
Greenwich,
Connecticut
| $82.6M | +$44.2M | 2 | 29.35% | Increased |
|
| 23 |
Fidelity Investments
Boston,
Massachusetts
| $80.3M | +$2.76M | 9 | 0.01% | Increased |
|
| 24 |
M
Murchinson
Toronto,
Ontario, Canada
| $80M | +$1.78M | 2 | 4.25% | Increased |
|
| 25 |
American Century Companies
Kansas City,
Missouri
| $74.8M | +$36.9M | 5 | 0.05% | Increased |
|