Nuclear is no longer just an energy theme—it’s a strategic national security priority, spanning the full stack from uranium supply to next-gen reactors and power generation.
Capital is flowing across the entire value chain.
Uranium and nuclear energy is now a national security issue.
1.Small Modular & Micro Reactors： $X-Energy(XE)$ $GE Vernova Inc.(GEV)$ $Oklo Inc.(OKLO)$ $NuScale Power(SMR)$ $NANO Nuclear Energy Inc(NNE)$ $Rolls Royce Holdings plc(RYCEF)$ $BWX Technologies Inc(BWXT)$
2.Uranium Enrichers: $Centrus(LEU)$ $ASP Isotopes Inc.(ASPI)$
3.Nuclear Fuel Technology: $Lightbridge(LTBR)$ $X-Energy(XE)$
4.Uranium Producers: $Cameco(CCJ)$ $Uranium(UEC)$ $BHP Billiton(BHP)$ $Ur-Energy(URG)$ $ENCORE ENERGY CORP(EU)$
5.enCore Energy Developers: $Energy Fuels(UUUU)$ $Nexgen Energy Ltd.(NXE)$ $Denison Mines(DNN)$ $IsoEnergy Ltd.(ISOU)$
6.Services and Equipment: $Curtiss-Wright(CW)$ $Mirion(MIR)$ $Fluor(FLR)$ $Brookfield Renewable Corp.(BEPC)$ $GE Vernova Inc.(GEV)$ $BWX Technologies Inc(BWXT)$
7.Power Producers: $Constellation Energy Corp(CEG)$ $Vistra Energy Corp.(VST)$ $Talen(TLN)$ $Public Service Enterprise Group Inc(PEG)$
8.Uranium+Nuclear ETFs: $VanEck Uranium and Nuclear ETF(NLR)$ $Global X Uranium ETF(URA)$ $Sprott Uranium Miners ETF(URNM)$ $Range Nuclear Renaissance Index ETF(NUKZ)$
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