比特幣礦工
比特幣礦商部署大量專用設備來賺取區塊獎勵，因此其股價會隨幣價和低廉電價而放大波動。如今，許多礦商正將場址和電力合約轉用於 AI 運算。
40檔股票
| # | 名稱 | 持股 | 交易金額 |
主題 股票 |
投資組合 占比 | 狀態 | |
|---|---|---|---|---|---|---|---|
| 1 |
BlackRock
New York
| US$67.4億 | +US$10.4億 | 19 | 0.1% | 增持 |
|
| 2 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| US$38.3億 | +US$4.92億 | 12 | 0.17% | 增持 |
|
| 3 |
Vanguard Capital Management
Malvern,
Pennsylvania
| US$29.1億 | +US$2.02億 | 16 | 0.06% | 增持 |
|
| 4 |
Geode Capital Management
Boston,
Massachusetts
| US$21.6億 | +US$1.98億 | 22 | 0.11% | 增持 |
|
| 5 |
State Street
Boston,
Massachusetts
| US$20.2億 | +US$3.48億 | 18 | 0.06% | 增持 |
|
| 6 |
Morgan Stanley
New York
| US$19.8億 | +US$8.37億 | 25 | 0.11% | 增持 |
|
| 7 |
SA
Situational Awareness
San Francisco,
California
| US$18.3億 | +US$2907萬 | 6 | 9.06% | 增持 |
|
| 8 |
Jane Street
New York
| US$16.5億 | +US$7.69億 | 20 | 0.14% | 增持 |
|
| 9 |
VARA
Value Aligned Research Advisors
Princeton,
New Jersey
| US$15.4億 | +US$1.65億 | 7 | 3.83% | 增持 |
|
| 10 |
VH
V3 Holding
Rye,
New York
| US$14.3億 | -US$6330萬 | 1 | 100% | 減碼 |
|
| 11 |
Lone Pine Capital
Greenwich,
Connecticut
| US$13.7億 | +US$1.68億 | 3 | 8.4% | 增持 |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| US$13.1億 | +US$6.17億 | 14 | 0.08% | 增持 |
|
| 13 |
D.E. Shaw & Co
New York
| US$12.8億 | -US$1.81億 | 13 | 0.61% | 減碼 |
|
| 14 |
Goldman Sachs
New York
| US$12.3億 | +US$3.38億 | 17 | 0.11% | 增持 |
|
| 15 |
UBS Group
Zurich,
Switzerland
| US$11.8億 | -US$3.13億 | 32 | 0.15% | 減碼 |
|
| 16 |
Coatue Management
New York
| US$11.2億 | +US$9.42億 | 1 | 2.31% | 新 |
|
| 17 |
Fidelity Investments
Boston,
Massachusetts
| US$10.6億 | +US$5.06億 | 13 | 0.05% | 增持 |
|
| 18 |
Two Sigma Investments
New York
| US$9.7億 | +US$3.51億 | 11 | 0.7% | 增持 |
|
| 19 |
T. Rowe Price Associates
Baltimore,
Maryland
| US$7.37億 | +US$4.86億 | 12 | 0.07% | 增持 |
|
| 20 |
Citadel Advisors
Miami,
Florida
| US$7.16億 | -US$9500萬 | 20 | 0.08% | 減碼 |
|
| 21 |
Citigroup
New York
| US$7.14億 | +US$5210萬 | 18 | 0.24% | 增持 |
|
| 22 |
Invesco
Atlanta,
Georgia
| US$7.03億 | +US$8363萬 | 16 | 0.06% | 增持 |
|
| 23 |
Charles Schwab
San Francisco,
California
| US$6.93億 | +US$4003萬 | 15 | 0.09% | 增持 |
|
| 24 |
JP Morgan Chase
New York
| US$5.91億 | -US$2886萬 | 20 | 0.03% | 減碼 |
|
| 25 |
Northern Trust
Chicago,
Illinois
| US$5.9億 | +US$9830萬 | 16 | 0.07% | 增持 |
|