The Nucleation Portfolio

We are pleased to present the investment portfolio for Nucleation Capital’s rolling fund (Fund I). Fund I subscribers participate pro rata in the investments that we make for the quarters to which they have subscribed. It is not too late to subscribe for Q1-2025 and participate in the new deals that we are doing this year.

SHINE Technologies (Q4-24) – Commercializing high flux neutrons from DT fusion for radiation effects testing, isotope production and waste separation enroute to development of cost-effective fusion energy.

Aalo Atomics (Q3-24) – Leveraging the DOE’s R&D on MARVEL, an advanced nuclear reactor developed at the INL, to expedite the design, review, approval and scaled deployment of a fleet of highly stable and safe micro-reactors.

Blue Energy (Q2-24) – An innovative, early-stage, Massachusetts-based nuclear design and integrator, working to develop a novel methodology to deploy licensed SMRs at scale.

 

Twelve (Q1-24) – A  Berkeley, California-based developer and producer of sustainable aviation fuel (SAF) and naphtha using a “power-to-liquid” approach to reducing carbon by 90%.


Blykalla
(Q2-23) – A Swedish developer of a high-temperature, low-cost lead-cooled reactor.


NuclearN
(Q2-23) – A Phoenix, Arizona-based developer of nuclear AI support modules, which are already in use by a number of North American nuclear power plant operators.




Planetary Technologies
(Q1-23) – A Canadian-based developer of an Ocean Alkaline Enhancement (OAE) approach to marine carbon dioxide removal (mCDR).

Copenhagen Atomics (Q4-22) – A Danish developer of a thorium molten salt thermal breeder reactor which turns nuclear waste into fuel.

Focused Energy (Q3-22) – An Austin, Texas based developer of a laser Inertial Fusion Energy (IFE) approach to fusion energy production.


Ultra Safe Nuclear Corp.
  (Q2-22) – A Seattle, Washington-based developer of a high-temperature gas reactor using TRISO fuel.


Synergetic World
  (Q2-22) – A US-based integrater of low-carbon energy for synthetic fuel production.


Deep Isolation
(Q1-22) – A Berkeley, California-based developer of deep borehole technology for the termporary or permanent storage of nuclear waste.


Radiant Nuclear
(Q4-21) – A Los Angeles-based developer of a micro-modular mobile nuclear reactor.

Core Power (Q3-21) – a UK-based partner in a Molten Chloride Fast Reactor (MCFR) development consortium with TerraPower, Southern Co. and Orano, with exclusive rights in the marine market.

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