After Rare Earths, Nuclear Is the Next Strategic Bet

After Rare Earths, the next obvious place the government could look for investments is Uranium & Nuclear.

Uranium Producers： $Energy Fuels(UUUU)$ $Uranium(UEC)$ $Cameco(CCJ)$ $Nexgen Energy Ltd.(NXE)$ $Denison Mines(DNN)$ $ENCORE ENERGY CORP(EU)$ $Ur-Energy(URG)$ $Brookfield Renewable Partners LP(BEP)$

Uranium Enrichers: $Centrus(LEU)$ $ASP Isotopes Inc.(ASPI)$

Small Modular & Micro Reactors: $NuScale Power(SMR)$ $Oklo Inc.(OKLO)$ $NANO Nuclear Energy Inc(NNE)$ $GE Vernova Inc.(GEV)$ $Rolls Royce Holdings plc(RLLCF)$ $BWX Technologies Inc(BWXT)$

Nuclear Fuel Technology: $Lightbridge(LTBR)$

Services and Equipment: $BWX Technologies Inc(BWXT)$ $Curtiss-Wright(CW)$ $Mirion(MIR)$ $Brookfield Renewable Partners LP(BEP)$ $GE Vernova Inc.(GEV)$

Power Producers: $Constellation Energy Corp(CEG)$ $Vistra Energy Corp.(VST)$ $Talen(TLN)$ $Public Service Enterprise Group Inc(PEG)$

Uranium+Nuclear ETFs: $Global X Uranium ETF(URA)$ $Sprott Uranium Miners ETF(URNM)$ $VanEck Uranium and Nuclear ETF(NLR)$ $Themes Uranium & Nuclear ETF(URAN)$ $Range Nuclear Renaissance Index ETF(NUKZ)$

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