EV’s and Data warehouses coming along at a break-neck pace. There is absolutely no way we can meet the demand for electric power supply without building hundreds of nuclear power plants around the globe.
Nuclear energy uses Uranium. Uranium is a limited resource. Allocating 3% to this energy source is a no brainer. Tail winds should last decades.
Div Yield 5.8%
Watch for: Changes in energy generating Tech. Regulatory hurdles.