VanEck CEO Jan van Eck believes the oil trade won’t see much upside in the near future, preferring stocks tied to electricity and nuclear power. His firm backs the VanEck Uranium and Nuclear ETF, up over 16% since Jan. 1 and almost 73% over the past 52 weeks, with top positions in Cameco, Constellation Energy, and BWX Technologies.

TCW’s Jennifer Grancio also sees a shift from old to new energy, emphasizing rising power needs for data centers and manufacturing. Her firm manages the TCW Transform Systems ETF, which includes traditional-economy exposure but focuses on nuclear and efficiency-related companies. The fund is up about 29% over the past year.

Read more at CNBC: VanEck CEO delivers energy plays