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 |
|---|---|---|---|---|---|---|
| ATI | ATI Inc. | core | $166.00-0.1% | $26.8B | +6.9% | zirconium-cladding |
| CCJ | Cameco Corporation | core | $83.13+0.9% | $46.0B | -31.1% | enrichment-haleu · conversion-deconversion · uranium-supply · fuel-fabrication · zirconium-cladding · private-giants |
| FRAMATOME | Framatome SAS | core | private | — | via — | zirconium-cladding |
| LTBR | Lightbridge | speculative | $5.31-1.7% | $330M | -57.8% | fuel-fabrication · zirconium-cladding · smr-platforms |
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