Invest in developers of small modular reactors (SMRs) and advanced nuclear energy to capitalize on fast-tracked federal funding ahead of the 2035 fusion energy deployment target.

Position in quantum computing hardware and specialized cryogenics suppliers to benefit from accelerating government contract spending leading up to the 2028 federal milestone.

Buy shares in aerospace primes and space-power systems engineering firms securing multi-year government contracts for the 2028 space nuclear reactor deployment and 2030 lunar base buildout.

Target laboratory automation and computational biology companies poised to capture rising federal grants driven by the government's flagship Genesis Mission for scientific AI.

Accumulate domestic critical minerals miners and sovereign semiconductor supply chain providers positioned to safeguard national security amid tightening global export controls.

Nuclear and Fusion Energy (Sector Theme)

• The U.S. administration is heavily prioritizing nuclear energy and has established a formal national target for fusion energy deployment by 2035.
• Policy is shifting toward building abundant, scalable baseload power rather than subsidizing broad climate modeling grants.
• The government intends to combine Department of Energy (DOE) capital with private sector investment to accelerate development.

Takeaways

• Look for investment opportunities in companies developing advanced nuclear reactors, small modular reactors (SMRs), and commercial fusion technologies benefiting from fast-tracked government funding and deregulation toward the 2035 timeline.

Quantum Computing (Sector Theme)

• The White House issued an executive order establishing a renewed National Quantum Initiative.
• The initiative establishes a strict federal timeline and directive for the Department of Energy (DOE) to develop a scientifically relevant quantum computer by 2028.
• Federal spending will target foundational discovery instruments and basic pre-competitive research to complement private sector commercialization.

Takeaways

• Companies involved in quantum computing hardware, quantum networking, and supporting cryogenics stand to see increased federal grants and contract activity leading into 2028.

Space Exploration & Off-Planet Power (Sector Theme)

• Major federal timelines have been established for deep space exploration and space infrastructure:
  • Landing American astronauts on the Moon by 2028.
  • Placing an operational nuclear reactor in space by 2028.
  • Building the foundational elements of a permanent Moon base by 2030.
• Long-duration federal capital commitments are shifting toward space logistics, space power systems, and lunar infrastructure.

Takeaways

• Long-term bullish catalyst for aerospace primes, commercial lunar payload providers, and specialized space-power systems engineering firms competing for federal contracts.

Artificial Intelligence in Scientific Discovery (Genesis Mission)

• The administration launched the Genesis Mission, a flagship whole-of-government initiative targeting a doubling of U.S. scientific output by applying AI to materials science, chemistry, physics, and biotechnology.
• Federal policy aims to avoid duplicating commercial AI software efforts, choosing instead to fund early-stage discovery models, specialized laboratory automation, and high-performance computing for researchers.

Takeaways

• Favorable tailwind for life sciences tools, computational biology platforms, and AI enterprise platforms tailored for laboratory automation and physical sciences research.

Critical Minerals & Semiconductor Hardware (Sector Theme)

• The U.S.–China technological race has made domestic independence in critical minerals and semiconductor manufacturing essential to national economic security.
• Sustained enforcement of advanced technology export controls (such as EUV lithography) creates continued urgency for sovereign manufacturing and domestic sourcing.

Takeaways

• Strategic upside for domestic critical minerals mining, processing facilities, and domestic semiconductor supply chain providers positioned to insulate U.S. industries from trade restrictions and foreign dumping.