Eli Horton says his firm is investing in "large, structural themes." One of the biggest he's watching is the nuclear power. He says A.I.'s electrical demand is "pouring gasoline on the fire" for the electric grid's output, and nuclear power is one way Microsoft (MSFT) and Amazon (AMZN) aim to build its A.I. infrastructure. Eli talks about why Constellation Energy (CEG), Vistra (VST), and GE Vernova (GEV) are among his top picks.