The case for nuclear has continued to build from multiple fronts, as regulatory reform, technology milestones, expanding government involvement, geopolitical uncertainty, and sustained private investment converge to reshape the industry's outlook. This session looks beyond the currently AI-dominant headlines and examines the myriad factors that could have lasting implications for the future of global nuclear energy adoption.

Billions in federal support are flowing toward nuclear energy, but most investors can't tell you which companies actually receive it. When a $17.5 billion manufacturing loan program was announced for AP1000 reactor supply chains, social media tagged the wrong tickers entirely. This session breaks down where that capital is really headed and how a thoughtful approach to index construction can provide more focused exposure to companies benefitting from that headline number.