All themes
Nuclear power
54 managers wrote about this in 75 letters. Every passage below is copied verbatim from the letter it came from.
Share of letters mentioning it
- 2024 Q410% of 30
- 2025 Q15% of 40
- 2025 Q27% of 88
- 2025 Q36% of 88
- 2025 Q48% of 129
- 2026 Q14% of 137
- 2026 Q23% of 709
- 2026 Q32% of 863
- 2026 Q41% of 73
- Lowell Resources FundOct 2026
(ASX: LRT) 2 MONTHLY UPDATE Fund Investment Actions – October 2026 In energy, the Fund continued to add to its holding in Canadian uranium explorer Geiger Energy.
Read the letter → We believe the transaction meaningfully de-risks the business by pairing its uranium focus with durable domestic cash flow, and Uranium Royalty remains one of our preferred ways to gain long-term exposure to the nuclear energy buildout.
Read the letter →- ARP Megatrend FundSep 2026
In other words, purchasing managers at nuclear power stations are prepared to pay a 35% premium to spot to secure delivery five years out – an indication of how bullish they are.
Read the letter → - Aristotle International EquitySep 2026
We believe the company remains well-positioned to benefit from growing global demand for nuclear energy through its high-quality uranium assets, fuel services capabilities and ownership interest in Westinghouse.
Read the letter → We believe the company remains well- positioned to benefit from growing global demand for nuclear energy through its high-quality uranium assets, fuel services capabilities and ownership interest in Westinghouse.
Read the letter →Despite the near-term weakness, management maintained its uranium volume guidance and we continue to view the company as well positioned for long-term growth in nuclear energy.
Read the letter →- Lowell Resources FundSep 2026
(ASX: LRT) 2 MONTHLY UPDATE Fund Investment Actions – September 2026 In energy, the Fund added to its holdings in NW Shelf gas developer Equus Energy, and to Canadian uranium explorer Geiger Energy.
Read the letter → - Tribeca Global Natural Resources LtdSep 2026
Underlying fundamentals remained sound across many metals, with copper, alumina and uranium prices flat over the month.
Read the letter → Brookfield also has a stake in Westinghouse and benefits from a potential buildout cycle from nuclear power.
Read the letter →- Hardman Johnston Global EquitySep 2026
That means opportunity in fields like upstream nuclear, fed by Cameco, the world’s second-largest uranium producer.
Read the letter → - L1 Capital Long Short FundSep 2026
Figure 8: FY26A EBITDA Split Source: Company financials as at 30 June 2026 Lotteries 85% Keno 15% Overall, the portfolio remains focused on high-quality companies trading below our assessment of fair value, with our key long exposures across gold, construction materials, infrastructure and uranium.
Read the letter → Developers are exploring nuclear power, on-site generation and other behind-the-meter solutions, but each option introduces its own cost, emissions and community considerations.
Read the letter →We retain conviction in the position given the company's durable government franchise and the growth potential in nuclear power.
Read the letter →- Copeland Capital ManagementSep 2026
The Box Score Is Changing In recent years, ever more money piled into a wide range of shiny new ideas, including AI, space, quantum compuƟng, nuclear power, and cryptocurrency.
Read the letter → - CopelandSep 2026
The Box Score Is Changing In recent years, ever more money piled into a wide range of shiny new ideas, including AI, space, quantum compuƟng, nuclear power, and cryptocurrency.
Read the letter → - Guinness Sustainable Energy FundAug 2026
After filing for bankruptcy in 2017 following delays and cost overruns at the Vogtle and V.C. Summer nuclear power plants, the company was subsequently bought by Brookfield Renewables and uranium miner Cameco.
Read the letter → ATS supplies a range of industries, from pharmaceuticals to nuclear energy, to autos and consumer goods.
Read the letter →- Protean FundsAug 2026
Water reservoir levels are low, nuclear power plants are struggling AUGUST 2026 • PARTNER LETTER with too warm cooling water, together adding further upward pressure on electricity prices.
Read the letter → We believe this is creating opportunities for domestic gas fuel power as well as nuclear power which could support further backlog growth in H12027.
Read the letter →- Lorne Steinberg Wealth Management Steinberg Equity StrategiesJul 2026
A major growth driver for the business is the ongoing global infrastructure supercycle, whether it be in the renaissance of nuclear power or the explosive demand for digital infrastructure.
Read the letter → - Guinness Sustainable Energy FundJul 2026
This is considerably cheaper than new natural gas combined cycle at $85-$115/MWh and a small modular reactor (in 2035) at $130-$150/MWh.
Read the letter → - MJG Capital Fund, LPJun 2026
MJG CAPITAL FUND, LP July 24, 2026 Page 5 of 34 Namibia is best known for its outsized role in global uranium production.
Read the letter → Our large consumer staples overweight, a source of stability in most environments, was a headwind in a strongly risk- on tape, and materials selection detracted as our nitrogen and uranium exposure gave back prior gains.
Read the letter →- Packer & Co Investigator TrustJun 2026
Ageing power stations were left in limbo, while coal, oil and nuclear energy were shunned.
Read the letter → - Ninepoint PartnersJun 2026
As countries seek to secure reliable energy supply for national security and data centre needs — while simultaneously addressing carbon reduction commitments — nuclear energy stands out as an increasingly viable and attractive solution.
Read the letter → Looking past short-term movements in uranium prices, its investment case rests on multi-decade demand growth, long-term contracting, and continued innovation in nuclear power.
Read the letter →- MD SASS Concentrated ValueJun 2026
While continued margin expansion and aftermarket growth support the investment case, the crux of our thesis is nuclear power.
Read the letter → NexGen Energy, a Canada-based uranium developer, continued to advance its uranium mining project following regulatory approval; however, its share price remained correlated with uranium prices, which were down to flat during the quarter.
Read the letter →- TimesSquare U.S. Mid Cap GrowthJun 2026
Cameco is well positioned to benefit from growth in AP1000 nuclear reactor orders.
Read the letter → Constellation’s share price came under pressure as regulatory uncertainty in the PJM Interconnection that coordinates electricity transmission across 13 states delayed the expected timing of nuclear power purchase agreements, tempering investor expectations for near-term deal activity.
Read the letter →As we have noted previously, gas is less than 50% of revenue and the majority comes from wind, grid, hydro and nuclear energy equipment which enables decarbonisation.
Read the letter →The company is a supplier of critical nuclear reactor components to both new builds and existing nuclear facilities.
Read the letter →- ARP Megatrend FundJun 2026
We exited Consumer Staples completely whilst increasing the risk in some of the higher equity beta baskets (e.g. Electrification & Cooling and Nuclear Energy).
Read the letter → Cameco (CCO) - Cameco is the highest quality pure play public uranium company, with Canadian mining assets, a fuel services business, and a 49% interest in Westinghouse that extends its reach across the nuclear value chain.
Read the letter →BWX Technologies supplies nuclear components and services primarily for the U.S. Navy, while also expanding its presence in commercial nuclear power and advanced reactor technologies.
Read the letter →As longtime readers know, we first purchased Talen in the second quarter of 2024 based on our conviction that the company's nuclear power assets would become increasingly valuable as data center operators sought reliable, carbon-free electricity.
Read the letter →- Hardman Johnston Select EquityJun 2026
Cameco has an important role in meeting the world’s electrical power demand through its production of fuel for nuclear power plants.
Read the letter → - Kopernik International FundJun 2026
Paladin Energy Ltd, an Australian uranium producer with a large project in Namibia, had a total return of - 15.0%, a 0.2% detraction.
Read the letter → The likes of Zijin Mining and Freeport-McMoRan deserve some more research work from us, as do MP Materials (America’s only fully-integrated rare-earth producer) and Cameco, a leading uranium supplier.
Read the letter →Meanwhile, the small cap investment committee exited positions in U.K.-based construction and engineering company Balfour Beatty and uranium company Yellow Cake, as well as machinery business Kennametal.
Read the letter →
Showing the 40 most recent of 75 letters.