NLR is trading at $107.00, up 3.15%, after Google announced a 20-year agreement with Constellation Energy to support 890 MW of new nuclear capacity. - Constellation Energy represents about 8.17% of NLR’s net assets, giving the announcement a meaningful direct impact on the fund. - Google also announced a separate 2,700 MW supply agreement. - Broader futures were higher, but renewed nuclear demand to serve data centers is the clearest sector-specific catalyst.