Nuclear Renaissance

theme

Summary

In the Nuclear Renaissance theme, tracked hedge-fund managers hold 10 stocks, a combined reported value of ~$1.24T; most concentrated in VST, CEG, GEV. 12 managers hold positions here. From public SEC 13F filings, delayed up to ~45 days.

Constituents

10stocks

Tracked gurus

12(13F)

Board total value

$1.24T

Largest holding

VSTVISTRA CORP

Data delay: 13F filings lag up to ~45 days and cover only some long positions. For research only.

Stocks in this boardranked by tracked-guru holding value

VSTVISTRA CORP$1.16T

AI Power & Grid Energy

SM DT RT

CEGCONSTELLATION ENERGY$34.56B

AI Power & Grid

PL KG IE

GEVGE VERNOVA INC$22.85B

AI Power & Grid Wind & Clean Energy

PL CC RD

NEENEXTERA ENERGY INC$14.53B

Wind & Clean Energy Utilities

KG IE JG

CCJCAMECO CORP$4.52B

AI Power & Grid

RT KG CW

OKLOOKLO INC$1.22B

AI Power & Grid

CW KG IE

LEUCENTRUS ENERGY CORP-CLASS A$482.11M

RT KG JG

SMRNUSCALE POWER CORP$299.10M

RT KG IE

UECURANIUM ENERGY CORP$294.08M

IE JG

NNENANO NUCLEAR ENERGY INC$99.04M

SC IE KG

Gurus most invested in this boardby value held in this board

1Philippe Laffont2 stocks$3.54B 2Stephen Mandel1 stocks$930.18M 3Chase Coleman1 stocks$849.33M 4Ken Griffin9 stocks$599.22M 5Ray Dalio6 stocks$497.88M 6Izzy Englander9 stocks$394.25M 7Renaissance Technologies4 stocks$321.00M 8David Tepper1 stocks$304.02M 9Steven Cohen4 stocks$158.37M 10Joel Greenblatt7 stocks$62.55M 11Cathie Wood2 stocks$57.29M 12George Soros2 stocks$37.49M

Data from public SEC 13F & STOCK Act filings, delayed up to ~45 days, partial holdings only — for research, not investment advice.