The case for
Datacentre operators need power that runs at night and does not move with weather. Restarts and uprates of existing plants are the cheapest megawatts available, and fuel supply sits in very few hands.
Firm carbon-free baseload becomes acceptable again because nothing else clears the demand.
Only 1 term in your premise matched this theme (baseload). The match is weak — check the holdings carefully or rewrite the premise more specifically.
This link was built against universe v1, and the published universe is now v2. Conviction scores and holdings may have been revised since, so the book below is not necessarily the one that was shared. See what changed.
Universe v1· No stated date on this link
Every holding, and why it is that size
Restore the book63%NuScale Power
The purest expression of the thesis and the least proven.
SMR · Equity · $137.64 · $66B · Nuclear restart
−+×27%BWX Technologies
Naval and government reactor components; revenue that already exists.
BWXT · Equity · $314.67 · $15B · Nuclear restart
−+×10%0–3 Month Treasury Bill ETF
Cash that still earns while the thesis is early.
SGOV · Treasury · $161.00 · $106B · Ballast
The case against
Nuclear has decades of practice being late and over budget. Small modular designs are mostly unbuilt, and the policy support that opened the door can close after one bad headline.
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