Nuclear & Uranium — live heat map & members
9 names · combined market cap $174B · part of the Energy Trade 68-name universe
This bucket is really two trades sharing one story. The first is fuel: uranium miners (Cameco, NexGen, UEC, Energy Fuels) and the West's only listed enricher (Centrus), levered to a uranium price that recovered after a decade of oversupply. The second is reactors: Constellation runs America's largest nuclear fleet, BWX Technologies builds naval and government reactors, and Oklo and NuScale are pre-revenue startups designing small modular reactors. What revived the whole complex is electricity demand — above all from AI data centers, whose owners have signed long-term deals for nuclear power at premium prices. Be precise about what you own here: producing businesses with contracts and cash flow, or story stocks priced for a buildout that is still years away.
| Ticker | Company | Industry | 1D | Market cap |
|---|---|---|---|---|
| CEG | Constellation Energy Corporatio | Utilities - Independent Power Producers | -0.31% | $94B |
| CCJ | Cameco Corporation | Uranium | -2.10% | $38B |
| BWXT | BWX Technologies, Inc. | Aerospace & Defense | +1.88% | $15B |
| OKLO | Oklo Inc. | Utilities - Independent Power Producers | -5.50% | $6.8B |
| NXE | Nexgen Energy Ltd. | Uranium | -1.82% | $6.1B |
| UEC | Uranium Energy Corp. | Uranium | -1.44% | $4.7B |
| LEU | Centrus Energy Corp. | Uranium | +0.10% | $3.5B |
| SMR | NuScale Power Corporation | Specialty Industrial Machinery | -2.09% | $2.9B |
| UUUU | Energy Fuels Inc | Uranium | -2.31% | $2.9B |
Other themes: Oil & Gas Majors · Shale & E&P · Oilfield Services · Midstream & LNG · Refining & Downstream · Renewables & Solar · Grid, Storage & Electrification · Power & IPPs
See all names on the energy stocks bubble map, or watch the whole sector live on the terminal.
Seed market caps are approximate and public; live values refresh on the map above and on each ticker page (delayed ~15 min). Membership follows the Energy Trade universe. "Hot" means attention, not direction. Education, not financial advice.