Nuclear
A curated nuclear basket covering uranium, power generation, SMRs, fuel processing, and nuclear defense.
Basket Size
30
1-Day Theme Move
-4.43%
| Relevance | ||||||
|---|---|---|---|---|---|---|
| CCJ | Cameco | Uranium Mining & Production | 10/10 | $117.80 | -6.31% | Largest Western uranium producer and the most liquid pure-play miner. |
| UEC | Uranium Energy Corp | Uranium Mining & Production | 10/10 | $14.55 | -7.35% | US in-situ recovery miner with high beta to uranium price moves. |
| UUUU | Energy Fuels | Mining / Fuel Processing | 9/10 | $20.89 | -10.54% | Only US producer spanning uranium plus rare-earth and milling optionality. |
| DNN | Denison Mines | Uranium Mining & Production | 9/10 | $4.00 | -8.26% | High-grade Canadian uranium assets led by Wheeler River. |
| NXE | NexGen Energy | Uranium Mining & Production | 9/10 | $12.35 | -7.07% | Arrow is one of the largest undeveloped uranium deposits globally. |
| EU | enCore Energy | Uranium Mining & Production | 8/10 | $2.16 | -6.49% | US in-situ recovery producer with a fast path to domestic supply. |
| URG | Ur-Energy | Uranium Mining & Production | 8/10 | $1.59 | -8.36% | Small US producer with direct leverage to spot uranium pricing. |
| PDN | Paladin Energy | Uranium Mining & Production | 8/10 | $44.66 | -5.92% | Langer Heinrich restart adds direct production torque to uranium strength. |
| URA | Global X Uranium ETF | ETFs | 9/10 | $52.035 | -7.80% | Broad uranium ETF with major miner and fuel-chain exposure. |
| URNM | Sprott Uranium Miners ETF | ETFs | 10/10 | $69.475 | -8.07% | Pure-play uranium miners and physical uranium exposure with minimal dilution. |
| URNJ | Sprott Junior Uranium Miners ETF | ETFs | 9/10 | $33.10 | -9.32% | Junior miners basket with the highest ETF beta and risk in the theme. |
| CEG | Constellation Energy | Nuclear Power Utilities | 10/10 | $324.96 | -0.69% | Largest US nuclear fleet operator with AI data-center demand catalysts. |
| VST | Vistra Energy | Nuclear Power Utilities | 9/10 | $161.70 | -2.58% | Large nuclear operator with similar AI-driven power-demand tailwinds. |
| ETR | Entergy | Nuclear Power Utilities | 7/10 | $105.80 | -0.75% | Meaningful nuclear generation exposure across the southern US. |
| EVRG | Evergy | Nuclear Power Utilities | 5/10 | $84.415 | +0.45% | Some nuclear generation exposure but more diversified than top utility picks. |
| SO | Southern Company | Nuclear Power Utilities | 6/10 | $96.80 | -0.44% | Vogtle Units 3 and 4 are the only new US reactors delivered in decades. |
| SMR | NuScale Power | Small Modular Reactors | 10/10 | $12.52 | -3.88% | Pure-play SMR name with first-mover regulatory approval significance. |
| OKLO | Oklo | Small Modular Reactors | 9/10 | $63.25 | -2.20% | Fast-reactor startup positioned for data-center and defense deployments. |
| BWXT | BWX Technologies | SMR / Services | 9/10 | $206.07 | -4.79% | Nuclear-components supplier with Navy exposure and SMR-adjacent revenue. |
| NNE | Nano Nuclear Energy | Small Modular Reactors | 8/10 | $26.01 | -5.45% | Microreactor development for military and remote deployments; very early stage. |
| CW | Curtiss-Wright | Nuclear Services & Engineering | 7/10 | $702.28 | -3.09% | Embedded provider of nuclear plant components and engineering services. |
| GEV | GE Vernova | Nuclear Services & Engineering | 7/10 | $842.08 | -4.48% | Nuclear services and power systems through the GE Hitachi partnership. |
| TDY | Teledyne Technologies | Nuclear Services & Engineering | 5/10 | $685.83 | -0.33% | Radiation detection and instrumentation demand with recurring exposure. |
| LMT | Lockheed Martin | Nuclear Defense | 8/10 | $667.76 | -1.33% | Nuclear delivery systems and command infrastructure exposure. |
| NOC | Northrop Grumman | Nuclear Defense | 9/10 | $759.17 | -1.06% | B-21 and Sentinel programs anchor US nuclear-modernization exposure. |
| GD | General Dynamics | Nuclear Defense | 7/10 | $364.69 | +0.05% | Columbia-class nuclear submarines provide long-duration program leverage. |
| RTX | RTX | Nuclear Defense | 6/10 | $206.50 | -2.67% | Nuclear-capable missile systems and defense electronics exposure. |
| LEU | Centrus Energy | Nuclear Fuel Processing | 10/10 | $197.14 | -5.29% | Only US company licensed to produce HALEU fuel required for SMRs. |
| SRUUF | Sprott Physical Uranium Trust | Physical Uranium | 10/10 | -- | Pending | Direct physical uranium trust with the cleanest spot-price proxy exposure. |
| YLCO | Yellow Cake PLC | Physical Uranium | 9/10 | -- | Pending | Physical uranium vehicle with long-term Kazatomprom offtake backing. |