Renewable energy stocks have been looking less and less green over the last three years, crushed by rising interest rates. But there’s one sector that’s lighting it up: nuclear.
With AI-driven data centers devouring energy at levels traditional grids can’t handle, nuclear power — seen as clean, reliable, and low-maintenance — is the hot new thing.
Bank of America named this space among its top themes for 2025, with funds like Global X Uranium ETF ($URA) and Sprott Uranium Miners ETF ($URNM) on its watchlist.
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Microsoft and Amazon are already placing big bets on nuclear energy to keep their AI ambitions running, and nuclear stocks are on fire.
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The numbers don’t lie. Nuclear and uranium funds now boast $6.3 billion in assets, eclipsing all other clean-energy funds combined.
For context, those same clean-energy funds peaked at $22 billion three years ago and now sit at a dwindling $5.6 billion. Crazy, right?
Performance? No contest. Over the past two years, wind and solar ETFs have tanked more than 48%, while nuclear has done the opposite. The VanEck Uranium and Nuclear ETF has spiked nearly 55% during the same stretch.
Talk about a power shift.
Edited by Azar Zaidi and Ankush Chibber. If you have any tips, ideas or feedback, please get in touch: talk-to-us@moniify.com
