Group 1: Nuclear Energy Overview - Nuclear energy is positioned as a key player in the global transition towards a low-carbon and resilient energy future, involving companies in uranium mining, reactor construction, and electricity generation from nuclear sources [2][3] - The demand for reliable power sources amid rising energy needs and geopolitical tensions highlights nuclear energy's advantages, including near-full capacity operations and zero emissions [3] Group 2: Company Analysis - Vistra (VST) - Vistra operates a diverse power generation fleet, including natural gas, nuclear, coal, solar, and battery energy storage, and has seen a 30% stock price increase in 2025, outperforming the S&P 500 [4] - The company has announced increases in its quarterly dividend payouts for 2025, maintaining a 12% five-year annualized dividend growth rate and a sustainable payout ratio of 21% of its earnings [5] Group 3: Thematic Investing Insights - Thematic investing is gaining traction as a strategy for aligning investment portfolios with emerging trends, with a mix of long-term and short-term themes influencing market leaders [7] - Zacks Thematic Screens offers insights into 30 dynamic investment themes, including nuclear energy, providing a foundation for identifying potential investment opportunities [8]