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Energy & Power Thematic basket

Nuclear Renaissance

Nuclear as the scarce clean-firm answer to AI power demand: hyperscaler PPAs and restarts repricing the operating fleet, SMR developers racing to first concrete, and a fuel cycle being onshored after decades of Russian dependence. Overlap with power-grid is deliberate — this basket isolates the nuclear-specific leg: merchant fleet operators, reactor OEMs, enrichment and uranium, and instrumentation.

13 stocks · FW 3000 universeEqual-weighted · monthly rebalance2026-09-04 · close
1 day+1.4%basket return
20 days-1.7%basket return
20 days vs FW 3000-1.3%relative return
Year to date-9.4%basket return

Performance

Follow the theme against the wider market.

-11.7%-3.0%+5.6%+14.2%+22.9%2026-06-102026-09-04
Nuclear RenaissanceFW 3000

Series before each basket's creation date are a backtest of the membership as of creation; live tracking starts at creation.

Return1 day5 days20 days60 daysMTDYTD1 year
Basket+1.4%+3.4%-1.7%+3.1%+3.3%-9.4%-8.3%
vs FW 3000+1.7%+3.2%-1.3%-3.0%+2.7%-20.0%-23.0%

Inside the basket · 13 stocks

Current members and the reasoning behind each inclusion. Returns are for individual stocks.

Why it’s includedAdded
CEGLargest US fleet; the Microsoft Crane restart PPA is the sector's repricing event+4.9%+8.0%+10.9%-15.0%2026-07-21
MIRRadiation detection and instrumentation across the fleet and new builds (Mirion)+1.0%+17.6%+7.8%-27.7%2026-07-21
VSTSecond-largest competitive fleet (Energy Harbor deal) levered to data-center PPAs+3.5%+8.9%+6.2%-7.2%2026-07-21
UECUS uranium ISR restart capacity (Uranium Energy)+0.3%-6.9%+2.5%-1.2%2026-07-21
UUUUWhite Mesa mill: uranium plus rare-earth co-processing (Energy Fuels)+0.8%-1.4%+2.3%-0.5%2026-07-21
SMRThe only NRC-certified SMR design (NuScale); RoPower is the first deployment test-0.6%+4.4%-1.3%-31.6%2026-07-21
PEGThe regulated exception: PSEG's merchant generation is essentially the Salem/Hope Creek nuclear fleet-0.2%+0.7%-2.6%-6.7%2026-07-21
GEVBWRX-300 SMR order book via GE Hitachi on top of the grid-equipment franchise+0.0%+3.3%-4.9%+44.4%2026-07-21
NNEMicroreactors and fuel transport — the speculative end of the developer leg (Nano Nuclear)+0.4%-1.4%-6.0%-26.2%2026-07-21
BWXTNaval-reactor monopoly plus TRISO fuel and SMR components-1.7%+3.1%-7.1%-8.4%2026-07-21
TLNSusquehanna fleet plus the AWS campus PPA (Talen)+3.7%+7.1%-8.8%-15.4%2026-07-21
LEUThe only US-owned enricher; the HALEU position (Centrus)+2.0%-1.1%-9.1%-28.4%2026-07-21
OKLOAurora fast-microreactor developer: INL fuel award and a data-center LOI pipeline+3.6%+2.8%-14.8%-42.5%2026-07-21

Partial price histories: CEG from 2022-01-19, GEV from 2024-03-27, MIR from 2020-08-20, NNE from 2024-05-08, OKLO from 2024-05-03, SMR from 2020-12-09, TLN from 2023-06-02.

How this basket is built

Equal-weighted, monthly-rebalanced, buy-and-hold between rebalances; dated membership changes take effect same-day.

Tracked since 2026-07-21. Membership decisions are documented below.

Read the methodology →

Reading the returns

Basket returns include dividends. “vs FW 3000” compares the basket’s compounded growth with the benchmark’s. Green means positive; red means negative.

Cross-checked against NLR. Daily return correlation: 0.81 across 1678 sessions. operators, OEMs and fuel in one fund; includes foreign listings (Cameco, Kepco) outside our US-only universes

Membership history & changes
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