Google's landmark power purchase deal with Commonwealth Fusion Systems signals that commercially viable fusion energy is becoming reality. This collection features carefully selected companies positioned to benefit as corporate adoption accelerates this revolutionary clean energy source.
Published on July 2
Google's power purchase deal with Commonwealth Fusion Systems isn't just news—it's validation that fusion energy is becoming commercially viable. These companies are at the beginning of what could be a multi-decade growth story.
Many investors don't yet realize the massive infrastructure build-out that fusion energy will require. This carefully selected group gives you access to companies positioned to benefit from the billions in capital that will flow into this sector.
Fusion energy could transform our world with abundant, zero-carbon electricity. As corporate customers like Google drive commercial adoption, these suppliers and infrastructure companies stand to benefit first and most dramatically.
Google's fusion energy purchase agreement marks a turning point, moving fusion from research labs into commercial reality. This creates a massive opportunity for companies that will build and support the infrastructure needed for this revolutionary clean energy source. We've identified the key players positioned for long-term growth.
This theme represents a long-term growth opportunity as the fusion energy ecosystem develops over the coming decades. The companies span multiple sectors including advanced nuclear technology, materials suppliers, grid modernization, and utilities that could adopt fusion power.
We've selected companies across the entire value chain required to make fusion energy commercially viable. From nuclear tech developers to uranium suppliers, from grid infrastructure providers to potential fusion power customers, these carefully chosen stocks give you diverse exposure to this emerging opportunity.
Market capitalisation breakdown for the 'Fusion's First Movers' basket.
SMR: $10.93B
OKLO: $20.58B
LEU: $6.86B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
+4
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
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OKLO INC
OKLO
Current Price
$42.18
A developer of advanced fission power plants that will benefit from the increased investment and positive regulatory outlook for all next-generation n...
A developer of advanced fission power plants that will benefit from the increased investment and positive regulatory outlook for all next-generation nuclear technologies.
CENTRUS ENERGY CORP
LEU
Current Price
$182.53
As a supplier of nuclear fuel components and technical solutions, this company benefits from the positive momentum for the entire nuclear energy ecosy...
As a supplier of nuclear fuel components and technical solutions, this company benefits from the positive momentum for the entire nuclear energy ecosystem.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+16.36%
On average, analysts expect assets in this group to grow 16.36% over the next year.
10 of 14 assets in this group are rated Buy by professional analysts.
