Theme
Nuclear fuel
The uranium mining, conversion, and enrichment (incl. HALEU) supply chain.
The nuclear fuel supply chain spans uranium mining, conversion, and enrichment, including high-assay low-enriched uranium (HALEU). HALEU is required by many advanced reactor designs, linking fuel supply to reactor deployment timelines.
Companies · 11
BWX Technologies, Inc.BWXT
Market cap$16B
Conviction4 / 5
Nuclear fuelSmall modular reactors
Read profileNAC Kazatomprom JSCKAP
Market cap$17B
Conviction4 / 5
Nuclear fuel
Read profileCameco CorporationCCJ
Market cap$38B
Conviction4 / 5
Nuclear fuel
Read profileCentrus Energy Corp.LEU
Market cap$3.1B
Conviction4 / 5
Nuclear fuel
Read profilePublic Service Enterprise Group IncorporatedPEG
Market cap$40B
Conviction3 / 5
Data-center power & coolingNuclear fuel
Read profileUranium Energy Corp.UEC
Market cap$4.7B
Conviction3 / 5
Nuclear fuel
Read profileEnergy Fuels Inc.UUUU
Market cap$2.8B
Conviction3 / 5
Rare earths & magnetsNuclear fuel
Read profileNexGen Energy Ltd.NXE
Market cap$6.0B
Conviction3 / 5
Nuclear fuel
Read profileDenison Mines Corp.DNN
Market cap$2.6B
Conviction3 / 5
Nuclear fuel
Read profilenewcleo Ltd.Pre-IPO
Market cap—
Conviction3 / 5
Small modular reactorsNuclear fuel
Read profileLightbridge CorporationLTBR
Market cap$246M
Conviction2 / 5
Nuclear fuel
Read profile