Skip to content
Energy Transition ›

Fission and fusion power as baseload energy for AI data centers and grid stability.

Active institutional exposure flipped from a net outflow of $558.7 million in Q1 2026 to a net inflow of $6.9 billion in Q2 2026. 69.2% of companies in this theme saw increased active positions in Q2 2026.

Ecosystem Map

Experimental and commercial fusion reactor development programs.

2 companiesExplore

Uranium mining, enrichment and nuclear fuel supply chains.

22 companiesExplore

Next-generation compact nuclear reactors for distributed power generation.

10 companiesExplore

Bottleneck Tracker

2026
Current
2027
Next
2027
Next

Bottleneck details are part of the Pro plan.

Recent Discoveries

Recent discoveries are part of the Pro plan.