NUCLEAR
Small modular reactors, microreactors, fusion, advanced fuels — the companies rebuilding America's nuclear energy capacity. SMR demand from AI data center load alone is forecast to exceed all reactor capacity built in the past 30 years.
NuScale, Oklo, X-Energy, Holtec, GE-Hitachi — gigawatt-scale grids built from factory-fabricated reactors.
Radiant, BWXT, Antares, Aalo, Last Energy — defense-grade off-grid power in transportable units.
Helion, Commonwealth Fusion, TAE, Pacific Fusion, ZAP Energy — the bet on commercial fusion before 2035.
Centrus, ASP Isotopes, Curio, Aalo Fuel — re-onshoring HALEU and the rest of the supply chain.