Range Nuclear Renaissance Index ETF

NUKZ

Market cap $730M

Stacey Morris, head of energy research at VettaFi, joined host Nate Geraci this week on ETF Prime to discuss why nuclear energy has become the standout story of 2025. The Range Nuclear Renaissance Index ETF (NUKZ) has returned about 55% year to date, significantly outperforming the broader energy sector.

Summary While the latest reactors built in the U.S. saw severe delays and cost overruns, the United Arab Emirates saw strong success with its first nuclear plant.  The strong execution of the Barakah plant in the UAE was attributed to rigorous planning, global collaboration, and thorough budgeting.

The global push to triple nuclear energy capacity has shifted from aspiration to a quantified roadmap. Global nuclear capacity is on track to potentially reach 1,428 gigawatt electrical (GWe) by 2050, according to the “World Nuclear Outlook Report 2025,” released by the World Nuclear Association (WNA) at COP30.

The nuclear energy sector is experiencing a powerful revival, driven by macroeconomic shifts and technological innovation. For financial advisors and investors, understanding these trends is key to identifying investment opportunities as the nuclear energy landscape evolves.

A recent poll of financial advisors confirms that interest in the “nuclear renaissance” investment case is driven by several distinct tailwinds. When asked what they find most interesting about the sector, the responses revealed enthusiasm for new technology, built upon an appreciation for the fundamental benefits of nuclear power.

Every month, TMX VettaFi publishes hundreds of articles across our ETF-focused websites. Reviewing the pieces that capture our readers' attention provides a clear picture of prevailing advisor and investor sentiment.

Range Nuclear Renaissance ETF (NUKZ) has surged 41% since June, far outperforming the S&P 500 and global equities year-to-date. NUKZ offers focused exposure to the nuclear renaissance theme, with strong momentum, reasonable valuation, and significant global diversification. The ETF carries high risk due to industry concentration and a steep ascent, but technicals and fundamentals suggest longer-term upside potential.

VettaFi recently sat down with Range Fund Holdings founder and CEO Tim Rotolo to discuss the exciting investment opportunity for nuclear energy. He brings unique expertise in this area, having founded North Shore Indices, which launched the uranium mining index URNMX in 2019.

Summary The nuclear energy universe spans from uranium mining to developers of advanced reactors to utilities generating electricity from nuclear reactors, with very different risk profiles across the value chain.  Given the diversity of nuclear-related stocks, index construction is particularly important for investors looking to access the space through an ETF.

Summary: Energy security came into focus after Russia's invasion of Ukraine drove a global energy crisis with an acute impact in Europe. Energy policy is focused on ensuring reliable and affordable power, especially as electricity demand grows, including from AI data centers.