Nuclear / Uranium
Uranium miners, fuel enrichment, reactor developers and nuclear services.
Leadership as of 2026-10-27: Lagging. Relative to SPY: 5 sessions +0.8pp, 21 sessions −11.4pp, 63 sessions −16.0pp. Participation 14%; 14 of 17 members eligible.
- 21-session excess -11.4pp
- 63-session excess -18.5pp (robust)
Economic family: Energy
Member companies
- Talen Energy Corporation (TLN)
- Uranium Royalty Corp. (UROY)
- Mirion Technologies, Inc. (MIR)
- Constellation Energy Corporatio (CEG)
- Nexgen Energy Ltd. (NXE)
- Cameco Corporation (CCJ)
- BWX Technologies, Inc. (BWXT)
- Uranium Energy Corp. (UEC)
- Nano Nuclear Energy Inc. (NNE)
- Terrestrial Energy Inc. (IMSR)
- Centrus Energy Corp. (LEU)
- Oklo Inc. (OKLO)
- NuScale Power Corporation (SMR)
- Energy Fuels Inc (UUUU)
- Denison Mines Corp (DNN)
- Terra Innovatum Global N.V. (NKLR)
- Eagle Nuclear Energy Corp. (NUCL)
Related themes
- Oil & Gas E&P: Leading — 21-session vs SPY +11.3pp, participation 89%
- Oil & Gas: Leading — 21-session vs SPY +8.9pp, participation 91%
- Oil & Gas Integrated & Refining: Leading — 21-session vs SPY +7.2pp, participation 80%
- Oil & Gas Equipment & Services: Neutral — 21-session vs SPY +1.5pp, participation 80%
- Solar: Lagging — 21-session vs SPY −6.4pp, participation 27%
- Oil & Gas Midstream: Tracked (too few stocks for a leadership state) — 21-session vs SPY +8.3pp, participation 100%