Nuclear and uranium
This theme covers companies across the nuclear supply chain, from uranium miners and enrichers to reactor developers and plant operators. It does not include utilities that run nuclear plants as a small part of their business. Members were chosen because nuclear power or fuel is the main business or a defining part of it.
Companies
By tier, with the last 12 months of insider, congressional, contract and lobbying activity.
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Tiers
How much of each company the theme explains.
- Early-stage reactor developers3 companiesThese companies have little or no revenue yet.
- Fuel4 companies
- Components1 company
- Operator1 company
How this list is chosen
Last reviewed Oct 27, 2026.
A listed company is included when nuclear reactors, fuel or components are its main business or a defining part of it. Membership is reviewed twice a year, in March and September, and every change is logged below.
Change log
- Oct 27, 2026First list published with 9 companies.
The case commonly made
What supporters of the theme usually argue. Not our view.
- Supporters point to nuclear power running around the clock without producing carbon emissions while it operates.
- The case usually made is that governments in many countries are backing nuclear power and domestic fuel supply.
- Supporters argue that smaller reactor designs could be built faster and more cheaply than past plants.
Risks commonly cited
What critics and cautious investors usually raise. Not our view.
- Critics note that nuclear projects have a history of delays and cost overruns.
- Risks often raised include licensing timelines, fuel supply constraints and public opposition.
- Critics note that several members are early-stage and depend on raising money before reactors are built.
Funds with an overlapping focus
Shown for reference. Their holdings and rules differ from this theme, and listing them is not an endorsement.
- NLRVanEck Uranium and Nuclear ETF
- NUKZRange Nuclear Renaissance Index ETF
- URNMSprott Uranium Miners ETF
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A theme is a list of companies with something in common, chosen under a published rule. It is information, not a recommendation or investment advice. Activity figures come from public filings, each linked on the company's page; none of it predicts what a price will do. Disclaimer.