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 | 6M | Chokepoints |
|---|---|---|---|---|---|---|
| BWXT | BWX Technologies, Inc. | core | $133.40+1.7% | $18.6B | -38.3% | conversion-deconversion · fuel-fabrication · forgings-components · smr-platforms · instrumentation-services |
| CCJ | Cameco Corporation | core | $82.69+4.6% | $46.0B | -31.2% | enrichment-haleu · conversion-deconversion · uranium-supply · fuel-fabrication · zirconium-cladding · private-giants |
| LEU | Centrus Energy Corp. | core | $107.70+9.4% | $3.3B | -47.9% | enrichment-haleu · conversion-deconversion · fuel-fabrication · private-giants |
| WESTINGHOUSE | Westinghouse Electric Company | core | private | — | via CCJ, BEP, BEPC | fuel-fabrication · private-giants |
| XE | X-Energy | watch | $11.51+7.7% | $8.5B | -62.3% | fuel-fabrication · private-giants |
| GEV | GE Vernova Inc. | speculative | $877.31+2.6% | $253.0B | -17.5% | conversion-deconversion · fuel-fabrication |
| LTBR | Lightbridge | speculative | $5.27+6.5% | $330M | -58.1% | fuel-fabrication · zirconium-cladding · smr-platforms |
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