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Software Nuclear Renaissance

Software Nuclear Renaissance

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The explosion of AI and challenges posed by global warming means there is a critical need for scalable, 24/7 carbon-free power that renewables alone cannot provide. Nuclear energy has emerged as the essential backbone for meeting the massive electricity demands of AI data centers and global climate targets. We've identified the elite infrastructure plays powering Big Tech's 20-year energy commitments. This isn't just a commodity play but a strategic investment in one of the few energy sources capable of sustaining the intelligence era without sacrificing global climate goals.

89 companies

Severfield

Market Cap: UK£114.9m

A structural steelwork company, engages in the designing, fabrication, and erection of structural steelwork in the United Kingdom, Republic of Ireland, Europe, and internationally.

SFR

UK£0.39

3.5%

24.8%

Kimura Chemical Plants

Market Cap: JP¥24.4b

Operates as an engineering company.

6378

JP¥1,266.00

7.1%

17.0%

Okano Valve Mfg.Co.Ltd

Market Cap: JP¥22.7b

Engages in the development, manufacture, sale, and maintenance of industrial valve for high pressure and high temperature services in Japan.

6492

JP¥14,150.00

4.0%

71.7%

Geumhwa Plant Service & Construction

Market Cap: ₩191.9b

Geumhwa Plant Service & Construction Co., Ltd.

A036190

₩32,500.00

5.9%

-7.9%

Iljin Power

Market Cap: ₩173.4b

Engages in the manufacture of nuclear and renewable energy equipment.

A094820

₩11,690.00

23.7%

12.6%

Nakakita Seisakusho

Market Cap: JP¥19.0b

Designs, produces, and sells automatic control valves, butterfly valves, and remote control systems.

6496

JP¥5,450.00

10.0%

0.6%

KNR System

Market Cap: ₩160.5b

Provides robotics, test equipment, and testing services in South Korea and internationally.

A199430

₩14,330.00

22.0%

28.4%

Golden Bridge Electech

Market Cap: NT$2.5b

Provides cable design, assembly, and manufacturing services in Taiwan.

6133

NT$21.25

12.1%

26.1%

TVE

Market Cap: JP¥10.4b

Engages in the manufacture, sale, and maintenance of industrial valves, electrical equipment, reconstruction, and other decommissioning equipment in Japan.

6466

JP¥4,430.00

14.2%

70.3%

Alexanderwerk

Market Cap: €48.2m

Engages in the development, production, and sale of dry compaction and granulation machines for the chemical, food, life science, nuclear, and pharmaceutical industries worldwide.

ALXA

€13.40

3.1%

-16.8%

CS Holdings

Market Cap: ₩70.7b

Manufactures and markets welding materials in Korea.

A000590

₩68,700.00

7.7%

-23.2%

E.T.S.. Engineering and Technical Services

Market Cap: €34.4m

Provides integrated engineering services in various phases of the project.

ETS

€7.00

10.2%

n/a

SolDefense

Market Cap: ₩31.7b

Develops and manufactures control products for defense industry.

A215090

₩1,370.00

14.0%

-67.1%

Nichidai

Market Cap: JP¥3.0b

Develops, manufactures, and sells precision-forged dies and related forged products in Japan, Thailand, and internationally.

6467

JP¥330.00

0.6%

-7.8%

California Nanotechnologies

Market Cap: CA$16.0m

Engages in the research, development, and production of nanocrystalline materials through grain size reduction in the United States.

CNO

CA$0.32

6.7%

-21.0%

Union Power Metals

Market Cap: CA$8.0m

Operates as a uranium and mineral assets exploration company.

UPPR

CA$0.11

10.0%

-45.0%

Crown Electrokinetics

Market Cap: US$4.1k

Provides infrastructure solutions in the United States.

CRKN

US$0.0012

-99.8%

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