Nuclear & uranium
Nuclear power plants and reactor makers, including small modular reactors, and the uranium mining and enrichment that fuel them.
Nuclear power is back on the agenda as a steady source of carbon-free electricity. This theme covers nuclear plant owners, reactor developers including small modular reactors, and the uranium miners and fuel suppliers behind them.
Companies
35
Core
29
With a moat
26%
Average quality
25
2 wide moat · 7 narrow moat · 26 no moat · Open in screener →
Core The theme describes the company's main business. Partial A meaningful part of the business, but not the main one.
Companies
| Company | Exposure | Industry | Moat | Quality | Market cap |
|---|---|---|---|---|---|
| CEG Constellation Energy Corp | Core | Independent Power & Renewables | Wide | 50 | $93.3B |
| CCJ CAMECO CORP | Core | Coal & Uranium | Narrow | 55 | $42.5B |
| BWXT BWX Technologies, Inc. | Core | Aerospace & Defense | Wide | 58 | $12.4B |
| NXE NexGen Energy Ltd. | Core | Coal & Uranium | None | 21 | $5.6B |
| OKLO Oklo Inc. | Core | Independent Power & Renewables | None | 16 | $5.1B |
| UEC URANIUM ENERGY CORP | Core | Coal & Uranium | None | 21 | $3.9B |
| MIR Mirion Technologies, Inc. | Core | Electronic Components & Instruments | Narrow | 46 | $3.7B |
| SMR NUSCALE POWER Corp | Core | Electrical Equipment & Power | None | 21 | $2.4B |
| LEU CENTRUS ENERGY CORP | Core | Coal & Uranium | Narrow | 38 | $2.2B |
| DNN DENISON MINES CORP. | Core | Coal & Uranium | None | 17 | $2.0B |
| UUUU ENERGY FUELS INC | Core | Coal & Uranium | None | 18 | $2.0B |
| NNE Nano Nuclear Energy Inc. | Core | Electrical Equipment & Power | None | 14 | $699M |
| ISOU IsoEnergy Ltd. | Core | Coal & Uranium | None | 10 | $591M |
| URG UR-ENERGY INC | Core | Coal & Uranium | None | 13 | $330M |
| ASPI ASP Isotopes Inc. | Core | Chemicals | None | 11 | $316M |
| IMSR Terrestrial Energy Inc. /DE/ | Core | Construction & Engineering | None | 14 | $303M |
| NKLR Terra Innovatum Global N.V. | Core | Electrical Equipment & Power | None | 18 | $262M |
| PESI PERMA FIX ENVIRONMENTAL SERVICES INC | Core | Commercial & Environmental Services | None | 22 | $256M |
| FISN DEEP FISSION, INC. | Core | Electric & Multi-Utilities | None | 20 | $216M |
| LTBR LIGHTBRIDGE Corp | Core | Coal & Uranium | None | 26 | $202M |
| DBHL Deep Isolation Nuclear, Inc. | Core | Commercial & Environmental Services | None | 21 | $178M |
| EU enCore Energy Corp. | Core | Coal & Uranium | None | 15 | $155M |
| AEC ANFIELD ENERGY INC. | Core | Coal & Uranium | None | 9 | $103M |
| WSTRF Western Uranium & Vanadium Corp. | Core | Coal & Uranium | None | 24 | $50M |
| FMST Foremost Clean Energy Ltd. | Core | Metals, Mining & Steel | None | 18 | $30M |
| INIS RADNOSTIX INC | Core | Life Sciences Tools & Diagnostics | None | 23 | $27M |
| FNUC Frontier Nuclear & Minerals Inc. | Core | Metals, Mining & Steel | None | 19 | $20M |
| UCLE US NUCLEAR CORP. | Core | Electronic Components & Instruments | None | 14 | $1M |
| JAGU Jaguar Uranium Corp. | Core | Coal & Uranium | None | 7 | — |
| VST Vistra Corp. | Partial | Independent Power & Renewables | Narrow | 38 | $50.2B |
| PEG PUBLIC SERVICE ENTERPRISE GROUP INC | Partial | Electric & Multi-Utilities | Narrow | 41 | $35.0B |
| CW CURTISS WRIGHT CORP | Partial | Aerospace & Defense | Narrow | 59 | $18.4B |
| TLN Talen Energy Corp | Partial | Independent Power & Renewables | Narrow | 31 | $16.8B |
| KEP KOREA ELECTRIC POWER CORP | Partial | Electric & Multi-Utilities | None | 18 | $13.7B |
| SHC Sotera Health Co | Partial | Life Sciences Tools & Diagnostics | None | 45 | $5.0B |
35 companies.
Price versus fair value for every company is in the screener.