In a world aiming for net-zero emissions, nuclear energy offers a unique combination of reliability, low-carbon output, and scale. Our investment thesis targets next-generation reactor designs and the critical components of the domestic supply chain. By backing innovative companies in this sector, we are promoting energy independence, securing a stable grid infrastructure, and ensuring the U.S. leads in global energy technology.

This sector is foundational to deep decarbonization and grid resilience, providing essential power to support the massive growth in AI, data centers, and advanced manufacturing, all while maintaining the nation’s competitive edge.