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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.

4 stocks · S&P 500 universeEqual-weighted · monthly rebalance2026-09-04 · close
1 day+2.1%basket return
20 days+2.4%basket return
20 days vs S&P 500+2.7%relative return
Year to date+4.5%basket return

Performance

Follow the theme against the wider market.

-1.6%+3.3%+8.2%+13.1%+18.0%2026-06-102026-09-04
Nuclear RenaissanceS&P 500

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+2.1%+5.2%+2.4%+9.1%+5.7%+4.5%+6.7%
vs S&P 500+2.5%+5.1%+2.7%+2.6%+5.2%-7.7%-10.7%

Inside the basket · 4 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
VSTSecond-largest competitive fleet (Energy Harbor deal) levered to data-center PPAs+3.5%+8.9%+6.2%-7.2%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

Partial price histories: CEG from 2022-01-19, GEV from 2024-03-27.

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 S&P 500” compares the basket’s compounded growth with the benchmark’s. Green means positive; red means negative.

Cross-checked against NLR. Daily return correlation: 0.62 across 1153 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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