VanEck Uranium + Nuclear Energy ETF

NLR

Market cap $4.83B

For years, governments and industry have discussed the energy trilemma, which is the need for secure, affordable, and low-carbon energy. Following the Paris Climate Accord in 2015, significant emphasis was placed on the low-carbon component as countries and corporations set net-zero emission targets.

Nuclear power has become the default answer to a question Wall Street did not expect to ask this decade: where will the electricity for AI come from?

For years, governments and industry have discussed the energy trilemma, which is the need for secure, affordable, and low-carbon energy. Following the Paris Climate Accord in 2015, significant emphasis was placed on the low-carbon component as countries and corporations set net-zero emission targets.

AI-driven data center power demand is reviving nuclear energy, lifting ETFs tied to uranium miners as well as nuclear power generators.

AI, reshoring, and electrification are driving the first real surge in U.S. power demand in decades. Reliable electricity is becoming a strategic asset, and nuclear is at the center of it.

VR training expansion to help officers use sight, sound, and sensation to distract, disorient, and deter subjects before escalation to higher use of force.

The American grid is being asked to do something it was never designed to do: power an artificial intelligence (AI) build-out, electrify transportation, support reshored manufacturing, and replace aging transmission lines all at the same time.

The U.S. ​Department of Energy is considering a plan to ‌finance billions of dollars for components of large nuclear reactors that can take a long time to secure, the head of the industry group ​Nuclear Energy Institute said on Tuesday.

The Themes Uranium & Nuclear ETF (NYSEARCA:URAN) has handed investors a nearly 75% gain over the past year, riding a thesis that ties artificial intelligence power demand, government support for nuclear, and a structural uranium supply deficit into one tidy package.

Uranium miners have run hard into 2026. The Sprott Uranium Miners ETF (NYSE:URNM) is up 26% year to date and 119% over the past year, while the VanEck Uranium and Nuclear ETF (NYSEARCA:NLR | NLR Price Prediction) has gained 18% YTD and 98% over the same stretch.