Core Insights - The nuclear energy sector is experiencing a revival due to macroeconomic shifts and technological innovations, presenting investment opportunities as the landscape evolves [1] - Global events, particularly the Russian invasion of Ukraine, have highlighted the importance of energy security, pushing nuclear power into the spotlight as a stable, low-carbon energy source [2] - Demand from the AI and technology sectors is a significant catalyst for renewed nuclear investment, with major companies expressing a need for reliable power [3][4] Investment Opportunities - Nuclear energy is characterized as clean, safe, base load, and scalable, making it an attractive investment despite current high costs and long construction times [5] - Safety data indicates that nuclear power is the safest form of energy per terawatt hour produced, even safer than wind, solar, or fossil fuels [6] - New policy efforts aim to reduce regulatory barriers, which have historically hindered the growth of nuclear energy [6] Portfolio Construction - Nuclear energy is positioned as a high-growth thematic allocation for portfolios, with a distinction between long-term exposure to nuclear and the cyclical nature of uranium investing [7] - The Range Nuclear Renaissance Index ETF (NUKZ) serves as a vehicle for investors looking to gain exposure to the nuclear energy sector [7]

VettaFi recently sat down with Range Fund Holdings founder and CEO Tim Rotolo to discuss the exciting investment opportunity for nuclear energy. He brings unique expertise in this area, having founded North Shore Indices, which launched the uranium mining index URNMX in 2019. Rotolo also designed the Range Nuclear Renaissance Index (NUKZX). It underlies the Range Nuclear Renaissance Index ETF (NUKZ). Why nuclear? Why now? Global electricity demand is accelerating as AI data centers, electrification, and ec ...