AllI · Enrichment & HALEUII · Uranium conversion & deconversionIII · Uranium supply & miningIV · Fuel fabrication & TRISOV · Large forgings & heavy componentsVI · Zirconium & specialty metalsVII · SMR & advanced reactor platformsVIII · Restarts, uprates & nuclear utilitiesIX · Instrumentation, controls & outage servicesX · Private giants & exposure vehicles
| Ticker | Name | Tier ↓ | Quote | Mkt cap | 1W | Chokepoints |
|---|---|---|---|---|---|---|
| ATI | ATI Inc. | core | $166.49+1.2% | $26.8B | -7.9% | zirconium-cladding |
| BWXT | BWX Technologies, Inc. | core | $132.56+1.0% | $18.6B | -1.9% | conversion-deconversion · fuel-fabrication · forgings-components · smr-platforms · instrumentation-services |
| CCJ | Cameco Corporation | core | $80.87+2.3% | $46.0B | -1.4% | enrichment-haleu · conversion-deconversion · uranium-supply · fuel-fabrication · zirconium-cladding · private-giants |
| CEG | Constellation Energy Corporation | core | $256.38+1.5% | $89.0B | -5.3% | restarts-utilities |
| CW | Curtiss-Wright Corporation | core | $477.10+0.1% | $27.0B | -3.5% | forgings-components · instrumentation-services |
| FRAMATOME | Framatome SAS | core | private | — | via — | zirconium-cladding |
| LEU | Centrus Energy Corp. | core | $103.16+4.8% | $3.3B | -5.3% | enrichment-haleu · conversion-deconversion · fuel-fabrication · private-giants |
| MIR | Mirion Technologies, Inc. | core | $15.10+1.2% | $4.5B | -1.8% | instrumentation-services |
| OKLO | Oklo Inc. | core | $26.71+3.0% | $10.5B | -3.7% | smr-platforms |
| SMR | NuScale Power Corporation | core | $5.49+4.1% | $3.5B | -0.3% | smr-platforms |
| SOLS | Solstice Advanced Materials Inc. | core | $61.24+1.4% | $13.3B | -5.8% | conversion-deconversion |
| SRUUF | Sprott Physical Uranium Trust | core | $19.27+1.6% | — | +2.2% | uranium-supply |
| TLN | Talen Energy Corporation | core | $340.82+0.9% | $18.0B | -5.2% | restarts-utilities |
| VST | Vistra Corp. | core | $143.93+1.6% | $52.0B | -7.8% | restarts-utilities |
| WESTINGHOUSE | Westinghouse Electric Company | core | private | — | via CCJ, BEP, BEPC | fuel-fabrication · private-giants |
| BEP | Brookfield Renewable Partners L.P. | watch | $28.76+0.7% | $14.8B | -1.4% | private-giants |
| EU | enCore Energy Corp. | watch | $0.78+8.1% | $320M | -2.7% | uranium-supply |
| FLR | Fluor Corporation | watch | $45.29+0.9% | $7.2B | -2.4% | instrumentation-services |
| HII | Huntington Ingalls Industries, Inc. | watch | $279.27-0.6% | $11.7B | +1.9% | forgings-components |
| JPSWY | The Japan Steel Works, Ltd. (ADR) | watch | $19.25-7.0% | $3.7B | -7.8% | forgings-components |
| NEE | NextEra Energy, Inc. | watch | $81.97-0.1% | $179.0B | +4.7% | restarts-utilities |
| NNE | NANO Nuclear Energy Inc. | watch | $12.30+3.7% | $1.3B | -7.7% | smr-platforms |
| PEG | Public Service Enterprise Group Incorporated | watch | $72.04-0.1% | $40.0B | +1.5% | restarts-utilities |
| SILXY | Silex Systems Limited (ADR) | watch | $11.99+4.3% | $1.1B | -3.7% | enrichment-haleu |
| URENCO | Urenco Group | watch | private | — | via — | private-giants |
| URNM | Sprott Uranium Miners ETF | watch | $43.88+3.1% | — | +0.3% | uranium-supply |
| UUUU | Energy Fuels Inc. | watch | $7.83+3.6% | $3.5B | -4.5% | uranium-supply |
| XE | X-Energy | watch | $11.01+3.0% | $8.5B | +1.1% | fuel-fabrication · private-giants |
| DNN | Denison Mines Corp. | speculative | $2.27+3.4% | $2.8B | -2.4% | uranium-supply |
| GENERALMATTER | General Matter | speculative | private | — | via — | enrichment-haleu |
| GEV | GE Vernova Inc. | speculative | $874.55+2.3% | $253.0B | -5.5% | conversion-deconversion · fuel-fabrication |
| KAIROSPOWER | Kairos Power LLC | speculative | private | — | via — | private-giants |
| LTBR | Lightbridge | speculative | $5.10+3.0% | $330M | -5.9% | fuel-fabrication · zirconium-cladding · smr-platforms |
| NXE | NexGen Energy Ltd. | speculative | $8.53+2.4% | $7.0B | 0.0% | uranium-supply |
| TERRAPOWER | TerraPower LLC | speculative | private | — | via — | private-giants |
| UEC | Uranium Energy Corp | speculative | $7.74+4.0% | $5.6B | -2.1% | conversion-deconversion · uranium-supply |
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