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 | $160.61-2.4% | $26.8B | +3.1% | zirconium-cladding |
| BWXT | BWX Technologies, Inc. | core | $132.47+1.0% | $18.6B | -38.8% | conversion-deconversion · fuel-fabrication · forgings-components · smr-platforms · instrumentation-services |
| CCJ | Cameco Corporation | core | $81.50+3.1% | $46.0B | -32.4% | enrichment-haleu · conversion-deconversion · uranium-supply · fuel-fabrication · zirconium-cladding · private-giants |
| CEG | Constellation Energy Corporation | core | $259.49+2.8% | $89.0B | -15.7% | restarts-utilities |
| CW | Curtiss-Wright Corporation | core | $473.59-0.6% | $27.0B | -33.6% | forgings-components · instrumentation-services |
| FRAMATOME | Framatome SAS | core | private | — | via — | zirconium-cladding |
| LEU | Centrus Energy Corp. | core | $106.00+7.7% | $3.3B | -48.6% | enrichment-haleu · conversion-deconversion · fuel-fabrication · private-giants |
| MIR | Mirion Technologies, Inc. | core | $15.22+2.0% | $4.5B | -22.5% | instrumentation-services |
| OKLO | Oklo Inc. | core | $27.23+5.0% | $10.5B | -61.3% | smr-platforms |
| SMR | NuScale Power Corporation | core | $5.62+6.6% | $3.5B | -53.7% | smr-platforms |
| SOLS | Solstice Advanced Materials Inc. | core | $61.62+2.0% | $13.3B | -23.5% | conversion-deconversion |
| SRUUF | Sprott Physical Uranium Trust | core | $19.30+1.8% | — | -6.0% | uranium-supply |
| TLN | Talen Energy Corporation | core | $342.98+1.5% | $18.0B | -7.8% | restarts-utilities |
| VST | Vistra Corp. | core | $144.67+2.1% | $52.0B | -6.8% | restarts-utilities |
| WESTINGHOUSE | Westinghouse Electric Company | core | private | — | via CCJ, BEP, BEPC | fuel-fabrication · private-giants |
| BEP | Brookfield Renewable Partners L.P. | watch | $28.80+0.9% | $14.8B | -13.6% | private-giants |
| EU | enCore Energy Corp. | watch | $0.76+5.9% | $320M | -59.2% | uranium-supply |
| FLR | Fluor Corporation | watch | $45.25+0.8% | $7.2B | -14.6% | instrumentation-services |
| HII | Huntington Ingalls Industries, Inc. | watch | $279.29-0.6% | $11.7B | -22.5% | forgings-components |
| JPSWY | The Japan Steel Works, Ltd. (ADR) | watch | $19.25-7.0% | $3.7B | -35.1% | forgings-components |
| NEE | NextEra Energy, Inc. | watch | $82.12+0.1% | $179.0B | -15.3% | restarts-utilities |
| NNE | NANO Nuclear Energy Inc. | watch | $12.57+6.0% | $1.3B | -46.3% | smr-platforms |
| PEG | Public Service Enterprise Group Incorporated | watch | $72.39+0.4% | $40.0B | -9.7% | restarts-utilities |
| SILXY | Silex Systems Limited (ADR) | watch | $11.99+4.3% | $1.1B | -43.6% | enrichment-haleu |
| URENCO | Urenco Group | watch | private | — | via — | private-giants |
| URNM | Sprott Uranium Miners ETF | watch | $44.27+4.1% | — | -34.0% | uranium-supply |
| UUUU | Energy Fuels Inc. | watch | $8.06+6.6% | $3.5B | -62.8% | uranium-supply |
| XE | X-Energy | watch | $11.48+7.4% | $8.5B | -62.4% | fuel-fabrication · private-giants |
| DNN | Denison Mines Corp. | speculative | $2.33+6.1% | $2.8B | -37.7% | uranium-supply |
| GENERALMATTER | General Matter | speculative | private | — | via — | enrichment-haleu |
| GEV | GE Vernova Inc. | speculative | $878.55+2.7% | $253.0B | -17.3% | conversion-deconversion · fuel-fabrication |
| KAIROSPOWER | Kairos Power LLC | speculative | private | — | via — | private-giants |
| LTBR | Lightbridge | speculative | $5.25+6.0% | $330M | -58.3% | fuel-fabrication · zirconium-cladding · smr-platforms |
| NXE | NexGen Energy Ltd. | speculative | $8.63+3.7% | $7.0B | -30.3% | uranium-supply |
| TERRAPOWER | TerraPower LLC | speculative | private | — | via — | private-giants |
| UEC | Uranium Energy Corp | speculative | $7.82+5.0% | $5.6B | -47.6% | conversion-deconversion · uranium-supply |
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