Investor Leo Nelissen highlights LandBridge and Texas Pacific Land as key holdings, making up 31% of his portfolio. Both companies own large West Texas land areas critical for data center growth and water infrastructure, benefiting from AI expansion and US oil/water demand. Despite high valuations, expected earnings growth and strong industry trends support confidence in these investments. Nelissen acknowledges risks from portfolio concentration but sees long-term upside from multi-gigawatt data center deals and water royalties.
Investor Leo Nelissen's portfolio concentration in key bottleneck assets is noted here alongside Pluang's Energy sector data. For readers following Energy stocks, here is Pluang's market snapshot as of Oct 13, 2026 18:41 WIB: out of 62 priced US Energy stocks, 40 rose and 19 fell. Notable movers include TDW (Tidewater Inc) at USD 87.22 with a +0.89% change and a typical hold time of 26 days, SM Energy Company Common Stock at USD 37.99 with a +0.80% change and 100% sell order activity, and TotalEnergies SE at USD 89.04 with a +0.76% change and 99% sell order activity with a typical hold time of 91 days.
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