Nuclear
A curated nuclear basket covering uranium, power generation, SMRs, fuel processing, and nuclear defense.
Basket Size
30
1-Day Theme Move
-1.31%
| Relevance | ||||||
|---|---|---|---|---|---|---|
| CCJ | Cameco | Uranium Mining & Production | 10/10 | $112.59 | -0.03% | Largest Western uranium producer and the most liquid pure-play miner. |
| UEC | Uranium Energy Corp | Uranium Mining & Production | 10/10 | $13.565 | -1.77% | US in-situ recovery miner with high beta to uranium price moves. |
| UUUU | Energy Fuels | Mining / Fuel Processing | 9/10 | $17.68 | -3.07% | Only US producer spanning uranium plus rare-earth and milling optionality. |
| DNN | Denison Mines | Uranium Mining & Production | 9/10 | $3.42 | -1.58% | High-grade Canadian uranium assets led by Wheeler River. |
| NXE | NexGen Energy | Uranium Mining & Production | 9/10 | $11.40 | -1.30% | Arrow is one of the largest undeveloped uranium deposits globally. |
| EU | enCore Energy | Uranium Mining & Production | 8/10 | $1.64 | +2.50% | US in-situ recovery producer with a fast path to domestic supply. |
| URG | Ur-Energy | Uranium Mining & Production | 8/10 | $1.705 | +4.92% | Small US producer with direct leverage to spot uranium pricing. |
| PDN | Paladin Energy | Uranium Mining & Production | 8/10 | $46.685 | -0.65% | Langer Heinrich restart adds direct production torque to uranium strength. |
| URA | Global X Uranium ETF | ETFs | 9/10 | $50.54 | -0.28% | Broad uranium ETF with major miner and fuel-chain exposure. |
| URNM | Sprott Uranium Miners ETF | ETFs | 10/10 | $61.245 | -0.01% | Pure-play uranium miners and physical uranium exposure with minimal dilution. |
| URNJ | Sprott Junior Uranium Miners ETF | ETFs | 9/10 | $28.315 | +0.39% | Junior miners basket with the highest ETF beta and risk in the theme. |
| CEG | Constellation Energy | Nuclear Power Utilities | 10/10 | $265.87 | -7.62% | Largest US nuclear fleet operator with AI data-center demand catalysts. |
| VST | Vistra Energy | Nuclear Power Utilities | 9/10 | $154.76 | -3.42% | Large nuclear operator with similar AI-driven power-demand tailwinds. |
| ETR | Entergy | Nuclear Power Utilities | 7/10 | $104.98 | -3.73% | Meaningful nuclear generation exposure across the southern US. |
| EVRG | Evergy | Nuclear Power Utilities | 5/10 | $80.43 | -1.98% | Some nuclear generation exposure but more diversified than top utility picks. |
| SO | Southern Company | Nuclear Power Utilities | 6/10 | $89.03 | -3.26% | Vogtle Units 3 and 4 are the only new US reactors delivered in decades. |
| SMR | NuScale Power | Small Modular Reactors | 10/10 | $12.80 | +1.03% | Pure-play SMR name with first-mover regulatory approval significance. |
| OKLO | Oklo | Small Modular Reactors | 9/10 | $67.04 | +0.28% | Fast-reactor startup positioned for data-center and defense deployments. |
| BWXT | BWX Technologies | SMR / Services | 9/10 | $188.54 | -3.76% | Nuclear-components supplier with Navy exposure and SMR-adjacent revenue. |
| NNE | Nano Nuclear Energy | Small Modular Reactors | 8/10 | $29.705 | +2.86% | Microreactor development for military and remote deployments; very early stage. |
| CW | Curtiss-Wright | Nuclear Services & Engineering | 7/10 | $719.77 | -3.87% | Embedded provider of nuclear plant components and engineering services. |
| GEV | GE Vernova | Nuclear Services & Engineering | 7/10 | $951.33 | -1.86% | Nuclear services and power systems through the GE Hitachi partnership. |
| TDY | Teledyne Technologies | Nuclear Services & Engineering | 5/10 | $609.49 | -1.71% | Radiation detection and instrumentation demand with recurring exposure. |
| LMT | Lockheed Martin | Nuclear Defense | 8/10 | $516.53 | -2.63% | Nuclear delivery systems and command infrastructure exposure. |
| NOC | Northrop Grumman | Nuclear Defense | 9/10 | $539.00 | -4.38% | B-21 and Sentinel programs anchor US nuclear-modernization exposure. |
| GD | General Dynamics | Nuclear Defense | 7/10 | $339.17 | -2.22% | Columbia-class nuclear submarines provide long-duration program leverage. |
| RTX | RTX | Nuclear Defense | 6/10 | $174.26 | -2.99% | Nuclear-capable missile systems and defense electronics exposure. |
| LEU | Centrus Energy | Nuclear Fuel Processing | 10/10 | $189.11 | +3.57% | 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. |