Range Nuclear Renaissance Index ETF

NUKZ

Market cap $806M

The global shift toward decarbonization and the explosive growth of artificial intelligence (AI) have positioned nuclear energy as a critical component of the future energy mix.  For financial advisors, capturing this thematic shift has historically been a logistical challenge.

Meta Platforms (META) has significantly deepened its commitment to carbon-free energy through two major partnerships announced on January 9. The social media giant has entered into agreements with Oklo Inc. (OKLO) and Vistra Corp (VST), two holdings in the Range Nuclear Renaissance ETF (NUKZ).

Todd Rosenbluth, head of research at VettaFi, joined host Nate Geraci this week on ETF Prime to preview five key ETF stories to watch in 2026 following a record year that saw nearly $1.5 trillion in net inflows.

They say there's no rest for the weary and ETF investors are no exception. BlackRock U.S. head of equity ETFs Jay Jacobs tells CNBC's Dominic Chu on “ETF Edge” there are three key ETF themes to keep an eye out for in 2026: growth opportunities in the market, income sources, and finding diversification amid bouts of market volatility.

This year's National Defense Authorization Act (NDAA) has emerged as a perhaps surprising catalyst for the nuclear energy sector, reinforcing the “nuclear renaissance” investment theme. The passage of the fiscal year 2026 defense policy bill marks a key moment for the nuclear energy sector, as the U.S.

Summary After being essentially flat for the last 25 years, global nuclear capacity is poised for notable growth over the coming decade.  Over 40 countries have nuclear power in their strategies, and 31 countries have plans to triple their nuclear capacity by 2050.

Given the muted oil outlook for 2026, now may be an ideal time for investors to diversify their energy exposure. With consensus pointing toward an oil supply surplus next year, investors expect prices to remain muted.

Range Nuclear Renaissance ETF holds nuclear reactors, utilities, and uranium mining companies. These firms have been on the rise lately, and I remain bullish on the NUKZ ETF as more catalysts are ahead. Most importantly, I see the catalyst of the Tennessee Valley Authority deploying SMRs as essential to future adoption; this is happening faster than I assumed.

The race to power the world's rapidly expanding data centers and artificial intelligence infrastructure is becoming the defining story of the energy sector, driving significant market activity across nuclear, solar, and power generation stocks.

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.