Constellation Energy Corp

Cameco

Public Service Enterprise Group

BWX Technologies

PG&E

Uranium Energy

Oklo Inc. - Ordinary Shares - Class A

Denison Mines

NexGen Energy

NuScale Power Corp

VanEck Vectors Uranium+Nuclear Energy ETF

NLR tracks a market-cap-weighted index of companies in the global nuclear energy industry.

Nuclear energy's resurgence is driven by net-zero targets, AI energy demands, and SMR advancements, making it a compelling investment opportunity. The VanEck Uranium and Nuclear ETF offers exposure to companies in uranium mining, reactor construction, and nuclear infrastructure. Despite past industry challenges, innovations in SMRs and strong support from governments and tech leaders highlight nuclear's growth potential.

NLR: A Strategic Play In The Nuclear Energy Resurgence

Alerian Energy Infrastructure ETF

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

Range Nuclear Renaissance Index ETF

Global X Uranium ETF

Sprott Junior Uranium Miners ETF

Sprott Uranium Miners ETF

While the promise of technologies like artificial intelligence, machine learning, cloud computing, and cryptocurrency are groundbreaking, powering the data centers to support them has become increasingly energy intensive. For years, data centers could chug along with a pretty stable appetite for power.

Disruptive Theme of the Week: How to Power Your Data Center

URA, URNM, NLR and NLR are included in this Analyst Blog.

The Zacks Analyst Blog URA, URNM, NLR and NLR

With tech giants ramping up their investments in AI, the increasing energy demands of data centers are driving a heightened need for nuclear power, creating an optimistic demand outlook for uranium. To capitalize, look at pure-play uranium ETFs.

Uranium ETFs Surge as Big Tech Powers Up With Nuclear Energy

Over the past few years, the phrase “nuclear renaissance” has been frequently used. And it's not hyperbole.

Nuclear Energy ETF Continues Scorching Hot Run

The demand for clean, reliable energy is skyrocketing, driven by concerns about climate change and energy security. Nuclear power could be a solution, and the industry is undergoing a rapid strategic shift that could transform the renewable energy sector.

The Nuclear Shift: 3 Best Uranium ETFs to Invest in for 2024

The VanEck Uranium and Nuclear Energy ETF is indexed to utilities with significant nuclear generation. Life extensions for nuclear assets are costly and don't necessarily benefit shareholders at all, or at least not much. We like nuclear energy but don't see unique benefits for NLR from AI PPA agreements or nuclear asset life extensions, except perhaps in the rare cases of a restart.

NLR: Nuclear Boom Doesn't Trickle Down Much To Utility Shareholders

ETFs that track uranium miners and nuclear-energy stocks have skyrocketed in October, as some of the largest tech companies have tapped into nuclear power to fuel data centers as part of their AI push.

Nuclear-energy ETFs surge as uranium prices remain rangebound. Is now a good time to invest?

NEW YORK--(BUSINESS WIRE)--VanEck's NLR ETF returns at top of category, outperforming other nuclear energy-related ETFs; provides exposure to full nuclear energy ecosystem.

VanEck Uranium and Nuclear ETF (NLR) Returns 17.29% YTD Amid Nuclear Resurgence

As the AI investment thesis increases in both size and merit, some market participants are looking for derivative plays. On that note, one of the ideas that's emerging with ample momentum is the utilities sector.

This ETF Is a Backdoor AI Play

Microsoft

Constellation Energy said Friday it plans to restart a nuclear reactor at Three Mile Island.

Uranium ETFs rally amid plans to revive nuclear reactor in Microsoft agreement

With rising energy demands from AI and the global shift towards clean energy, the current uranium price levels offer a strategic opportunity for a 'buy-the-dip' approach.

Uranium's Price Dip Signals Opportunity? ETFs in Focus

ProShares Ultra Silver

Global X Copper Miners ETF

Invesco DB Agriculture Fund

Invesco DB Base Metals Fund

Invesco DB Precious Metals Fund

SPDR Gold Trust

Aberdeen Standard Precious Metals Basket Trust

iShares Gold Trust

Aberdeen Standard Gold ETF Trust

Aberdeen Standard Physical Silver Shares ETF

iShares Silver Trust

With uncertainties still present and the potential of an overreaction by the market, investing in commodity ETFs with exposure to metals like gold, copper, silver and uranium is a smart strategy to reduce portfolio volatility.

Why Commodity ETFs Are Smart Investments in Today's Market

The ETF provides a well-diversified exposure to uranium, utility, and nuclear energy stocks. It has also performed better than its peers in the recent history.

NLR ETF: Best nuclear energy ETF to ride the AI-driven energy wave?

Uranium prices likely to rise due to climate change initiatives, supply demand deficit, and bullish trend. VanEck Uranium and Nuclear ETF has fewer assets than URA, potentially offering more flexibility in capturing opportunities. The NLR ETF outperformed the URA ETF since the 2024 high, with diversified holdings in U.S. utilities and strong dividend performance.

NLR: Another Choice For Uranium Risk

Alerian MLP ETF

Fidelity MSCI Utilities Index ETF

iShares U.S. Utilities ETF

Neuberger Berman Carbon Transition Infrastructure ETF

Engine NO 1 Transform Climate ETF

SPDR MSCI USA Climate Paris Aligned ETF

Reaves Utilities ETF

Vanguard Utilities ETF

The “juice” in the article title does not refer to orange juice futures like in the classic film “Trading Places,” but electricity. Reuters recently reported that at the power auction for the U.S.'s largest electrical grid operator, PJM Interconnection, prices soared 800% from $269.92 megawatts per day from $28.

Disruptive Theme of the Week: Where's The Juice?

In recent years, much of the green energy movement and related investment thesis has focused on solar and wind, among other sources. However, nuclear power is experiencing a rebirth of sorts — one some experts believe brings with it robust long-term investment opportunities.

Nuclear Power Long-Term Growth Could Be Staggering

Energy Fuels

It's time to buy and hold long-term uranium stocks. For one, the supply-demand situation is only getting worse.

7 Uranium Stocks That Could Make Your Grandchildren Wealthy

Global economies transitioning towards clean energy sources and increasing investment allocation towards clean energy, fuel the surge behind the demand for uranium. Look at funds to capitalize on the commodity's optimistic outlook.

Uranium to Rocket in a Bull Market? ETFs in Focus

Robo Global Artificial Intelligence ETF

The buzz about AI is alive and well this week, with Apple giving Siri an AI upgrade and partnering with OpenAI, and global spending now projected to top $300 billion in 2027. The rapid expansion of AI's footprint has reopened the floodgates for renewables like solar, wind and hydropower.

AI Reviving the Nuclear Renaissance

Tech giants are exploring nuclear energy for their massive energy needs.

AI's Insatiable Energy Needs Boost Uranium ETFs

Sprott Junior Copper Miners ETF

Sprott Copper Miners ETF

iShares Copper and Metals Mining ETF

Amplify Alternative Harvest ETF

AdvisorShares Pure US Cannabis ETF

VanEck Vectors Semiconductor ETF

Invesco PHLX Semiconductor ETF

iShares PHLX Semiconductor ETF

Roundhill Cannabis ETF

AdvisorShares Pure Cannabis ETF 

Looking at the ETFs with the highest returns YTD, a few thematic standouts have emerged.  As a reminder regarding  long-term investments, thematic investing is cyclical.

YTD Thematic Winners Reflect Change in Market Leadership

FT Cboe Vest Fund of Deep Buffer ETFs

FT Cboe Vest Fund of Nasdaq-100 Buffer ETFs

FT Cboe Vest Fund of Buffer ETF

VanEck Rare Earth/Strategic Metals ETF

United States Oil Fund LP

PGIM US Large-Cap Buffer 12 ETF - August

PGIM US Large-Cap Buffer 12 ETF - July

PGIM US Large-Cap Buffer 20 ETF - August

PGIM US Large-Cap Buffer 20 ETF - July

Last week was fairly active within the ETF industry. The period ending May 10 saw the launch of 11 new ETFs, including funds from Global X, WisdomTree and TCW.

Last Week in ETFs: PGIM Adds 4 New Buffer ETFs

Nuclear power in the United States has stagnated at ~20% of the energy mix since the Chernobyl disaster.

Nuclear Energy Could Contribute Meaningfully To Securing Net-Zero Emissions

An essential component in sustainable and reliable energy generation, the surge in uranium prices and the deal reached by COP28, increasing exposure to the metal can benefit investors.

News for VanEck Vectors Uranium+Nuclear Energy ETF ETF (NLR)