GuruTrack

Nuclear Renaissance

theme
Updated from quarterly filings · as of 2026-06-30
Summary
In the Nuclear Renaissance theme, tracked hedge-fund managers hold 10 stocks, a combined reported value of ~$7.40B; most concentrated in GEV, CEG, VST. 12 managers hold positions here. From public SEC 13F filings, delayed up to ~45 days.
Constituents
10stocks
Tracked gurus
12(13F)
Board total value
$7.40B
Largest holding
GEVGE VERNOVA INC

Stocks in this boardranked by tracked-guru holding value

Gurus most invested in this boardby value held in this board

Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.