CENTRUS ENERGY CORP

**Signal Note: Driehaus Capital Initiates $59.3M Position in Centrus Energy** This represents a notable conviction bet by a growth-focused allocator, though Centrus Energy (LEU) is a uranium enrichment company rather than a biotech play—suggesting either portfolio diversification into nuclear energy or a thesis on uranium demand tied to AI/energy infrastructure. The $59.3M position size indicates material capital allocation, likely reflecting views on near-term uranium pricing dynamics or potential contract wins in the commercial nuclear market. Monitor for updates on DOE contracts or utility procurement announcements that could validate the thesis.