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14 handpicked stocks

Fusion's First Movers

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.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at July 2

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

SMR

NuScale Power Corp

SMR

Current price

$35.47

Represents the advanced nuclear sector that gains investor confidence and interest from breakthroughs in related fields like fusion.

OKLO

ALTC ACQUISITION CORP-CL A

OKLO

Current price

$71.06

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.

LEU

Centrus Energy Corp

LEU

Current price

$183.41

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.

About This Group of Stocks

1

Our Expert Thinking

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.

2

What You Need to Know

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.

3

Why These Stocks

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.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+2.86%

Group Performance Snapshot

2.86%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 2.86% over the next year.

13 of 14

Stocks Rated Buy by Analysts

13 of 14 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

Energy's Next Big Thing

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.

🔍

Getting In Early

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.

🌍

Not Just Clean—Revolutionary

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.

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