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 | 1M | Chokepoints |
|---|---|---|---|---|---|---|
| ATI | ATI Inc. | core | $186.55-3.2% | $26.8B | -6.7% | zirconium-cladding |
| CCJ | Cameco Corporation | core | $86.83-2.8% | $46.0B | -17.9% | enrichment-haleu · conversion-deconversion · uranium-supply · fuel-fabrication · zirconium-cladding · private-giants |
| FRAMATOME | Framatome SAS | core | private | — | via — | zirconium-cladding |
| LTBR | Lightbridge | speculative | $8.00-0.2% | $330M | -11.9% | fuel-fabrication · zirconium-cladding · smr-platforms |
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