CAMECO CORP

CCJ

Held by 1 specialist biotech fund

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Fund Holdings

Driehaus Capital

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Catalysts

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Position Details

Driehaus CapitalNEWFeb 17, 2026

Shares: 1,522,638Value: $139.3M

**Signal Note: Driehaus Growth Allocation to Nuclear Fuel** Driehaus initiated a $139.3M position in Cameco (CCJ), a uranium producer, signaling conviction in nuclear energy demand tailwinds rather than biotech innovation. This capital deployment reflects macro positioning around AI infrastructure power demands and potential nuclear renaissance policy catalysts, diverging from traditional biotech-focused growth investing.

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Also Held by These Funds

PTN1 fund WLDN1 fund LASR1 fund ONTO1 fund VALE1 fund TNDM1 fund TKO1 fund TNL1 fund

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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